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added

2022-03-23

about 2 years ago by Gabriela Gonzalez

🚀 New Features

:heavy-check-mark: Access formatted & chart ready financial reports through the API

Railz now supports a suite of /reports endpoints that expose aggregated & formatted financial data based on existing endpoints. Customers will be able to access the following formatted reports:

  • Invoice: Summary of total paid, unpaid & overdue invoice amounts.
  • Bills: Summary of total paid, unpaid & overdue bill amounts.
  • Revenue: Top 3 revenue sources including amounts & percentage change between the start & end of the selected reporting period.
  • Expenses: Top 3 expense categories including amounts & percentage change between the start & end of the selected reporting period.
  • Cashflow Statements: Total cashflow statement amounts per selected period aggregated by section.
  • Balance Sheets: Total balance sheet statement amounts per selected period aggregated by section & subSection.
  • Income Statements: Total income statement amounts per selected period aggregated by section & subSection.
  • Financial Ratios: Breakdown of financial ratios by selected period & percentage change between the start & end of the selected reporting period.
  • Credit Score: Combined credit score & rating for a business.

For more details see the reports endpoints for more details.

:heavy-check-mark: Support for manage payables solutions in Microsoft Dynamics 365 Business Central

Railz now supports manage payables solutions in Microsoft Dynamics 365 Business Central. Customers will be able to retrieve & push the below through the Dashboard and/or API:

For more details, see the Dynamics 365 Business Central integration.

:heavy-check-mark: Portfolio metrics

Railz now supports portfolio monitoring based on customers' connected businesses through the API.

Customers will be able to understand the health of their portfolio by having access to monthly, quarterly & yearly reports of summarized data including financial statements, financial ratios, probability of default & credit scores. For more details, see Portfolio Metrics.

🚨 Changed Functionality

:heavy-check-mark: Manage API keys page makeover

The API keys page went through a complete makeover to improve the user experience.

Customers can now generate up to two API keys, assign a label, revoke keys & view the last time an API key was used. For more details, see API keys page in the Railz Dashboard.

:heavy-check-mark: Overall improvements & non-breaking changes

Released overall improvements & optimizations to:

  • Data extraction & normalization improvements.
  • API endpoints & data models.
  • Overall UI & UX improvements to Railz Dashboard & Connect.