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Pathway generates formatted Excel workbooks directly 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 can be viewed in-browser, downloaded as .xlsx, or opened directly in Google Sheets.

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Credit report templates

TemplateWhat it produces
FullOne tab per bureau with FICO scores, revolving credit, income & DTI, derogatory summary, and an accounts table with In-Util / In-DTI toggles
SummarySingle-sheet view — scores and account counts at a glance
LOC ScrubUnderwriting-focused layout with delinquencies, revolving utilization (50% / 25%), unsecured loans, and a DTI panel

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Bank statement templates

TemplateWhat it produces
Monthly ColumnsMonthly deposit totals, true revenue, DTI metrics, and payment frequency analysis in a clean columnar layout
Stack ViewOne row per payment schedule across all MCA positions — funder, amount, frequency, remittance, and active status

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Tax templates

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

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Setting defaults

Each organization can set a default template per document type. When a user generates a spreadsheet, the org default is pre-selected. Users can override the default on any individual export.