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API StatusProduct RoadmapGet API KeysBack to Railz.aiRailz
API StatusProduct RoadmapGet API KeysBack to Railz.ai
HomeGuidesRecipesAPI ReferenceRelease Notes

Getting Started

  • Create your Account
  • Key Concepts & Terminology
    • Businesses
    • Connections
    • Integrations
  • Quickstart with No-Code
    • Step 1: Setup your Branding
    • Step 2: Create a Connection
    • Step 3: View Data
    • Next steps
  • Quickstart for Developers
    • Step 1: Authenticate
    • Step 2: Create a Connection
    • Step 3: Making API Requests
    • Next Steps
  • Using the Railz API
  • Using the Railz Dashboard™
    • Dashboard Home
    • Manage Teams
    • Member Roles & Permissions
    • Manage Businesses
    • Developer Tools in Dashboard
    • Third-party SSO
  • Sandbox
  • Supported Integrations
    • Accounting Integrations
    • Banking Integrations
    • Commerce Integrations
  • Webhooks
  • Security
  • Change/Versioning Policy

Connection Flow

  • Connection Flow Overview
  • Connect with Railz Connect™
    • Quickstart & Example Apps
    • Setup Railz Connect
    • Customize Railz Connect
    • Event Listeners
    • Setup Railz Connect v1 (Legacy)
  • Connect with Railz Sites™
    • Create a Railz Sites Link
    • Customize Railz Sites

Railz Analytics™

  • Analytics Overview
  • Bank Reconciliation
  • Benchmarking
    • Financial Benchmarking
    • Tax Benchmarking
  • Credit Score & Rating
  • Business Valuations
  • Financial Forecasts
  • Financial Ratios
  • Fraud Risk Metrics
  • Portfolio Metrics
  • Probability of Default

Visualizations SDK

  • Visualizations SDK Overview
  • Quickstart & Example Apps
  • Installation in Angular
  • Installation in React
  • Visualization Components
  • Components Properties
  • Examples
  • Source Code

Accounting Integrations

  • Accounting Integrations Overview
  • Dynamics 365 Business Central
    • Setup Dynamics 365 Business Central
  • FreshBooks
    • Setup FreshBooks
  • Oracle NetSuite
    • Setup Oracle NetSuite
    • Oracle Netsuite FAQ
  • QuickBooks Desktop
    • Setup QuickBooks Desktop
  • QuickBooks Online
    • Setup QuickBooks Online
    • QuickBooks Online FAQ
  • Sage Business Cloud Accounting
    • Setup Sage Business Cloud Accounting
    • Sage Business Cloud Accounting FAQ
  • Sage Intacct
    • Setup Sage Intacct
  • Xero
    • Setup Xero
    • Xero FAQ
  • Wave
    • Setup Wave

Banking Integrations

  • Banking Integrations Overview
  • Plaid
    • Setup Plaid in Sandbox
    • Testing Plaid in Sandbox
    • Setup Plaid in Production
    • Plaid Environments

Commerce Integrations

  • Commerce Integrations Overview
  • Shopify
    • Setup Shopify
    • Testing Shopify in Sandbox
  • Square
    • Setup Square
    • Testing Square in Sandbox

Benchmarking

Compare how your businesses are performing financially when compared to other businesses

Suggest Edits

Railz provides two types of benchmarking:

  • Financial Benchmarking based on financial statements and financial ratios line items within the Railz cohort.
  • Tax Benchmarking leveraging the Powerlytics platform.

Updated 3 months ago


Read Next
  • Financial Benchmarkingarrow-right
  • Tax Benchmarkingarrow-right