Product
From bank feed to ledger, on its own.
Pathgrade does the identifying, collecting, chasing and coding. Your team just approves.
- 01
Connect
Link your bank feeds and accounting software, and upload your card register. Takes under an hour.
- 02
Identify
Each new card line is matched to its cardholder and cleaned into a readable merchant name.
- 03
Collect
Receipts are pulled from email and chat, read, and matched to the right transaction.
- 04
Ask
When something's missing, Pathgrade sends the cardholder one short question in the chat app they already use.
- 05
Code
Account, tax rate and project are suggested using your history and rules.
- 06
Approve & post
Finance reviews a clean queue, approves in bulk and posts straight to the ledger.
Questions finance teams ask
Do cardholders need to install anything?
No. They answer in Teams, Google Chat, Slack or email — wherever they already work.
Can we keep our current cards and bank?
Yes. Pathgrade works on top of your existing cards, banks and accounting software.
What if the AI gets it wrong?
Nothing posts without approval. Corrections teach Pathgrade your preferences for next time.
How long does setup take?
Most teams are reconciling within a day and fully live by their next month end.
Close the month without the chase.
Connect your cards, invite your team, and let Pathgrade collect the receipts and answers for you.