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Pathway generates Excel workbooks from parsed data. Pick a template and the system builds a workbook with live formulas, conditional formatting, and clean layouts: ready to send to a funder or attach to a file. Workbooks open in-browser, download as .xlsx, or open directly in Google Sheets.

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Credit report templates

TemplateDescription
FullOne tab per bureau with FICO scores, revolving credit, income and DTI, derogatory summary, and an accounts table with In-Util / In-DTI toggles
SummarySingle-sheet view: scores and account counts
LOC ScrubDelinquencies, revolving utilization (50% / 25%), unsecured loans, and a DTI panel

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Bank statement templates

TemplateDescription
Monthly ColumnsMonthly deposit totals, true revenue, DTI metrics, and payment frequency by month
Stack ViewOne row per payment schedule across all MCA positions: funder, amount, frequency, remittance, and active status

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Tax templates

TemplateDescription
Qualifying IncomeW-2, Schedule C, and pass-through entity breakdowns with qualifying income calculations

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Default templates

Each organization sets a default template per document type. The org default is pre-selected when a user generates a spreadsheet. Users override the default on any individual export.