Step 2: Configure your Services

Since Railz is a white-labelled solution that accesses data from external sources, you must configure your access to each accounting service provider in the Railz Dashboard™. Most accounting service providers require you to register with them before you're able to access data from their platform via Railz. In most cases, this is free and should only take a few minutes.

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You can use our Sandbox service to start exploring the data you can work with, without any setup.

The specific steps and requirements vary but we've detailed them all in the configuration pages below:

Cloud

On-premises


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