Using the Railz Dashboard™

A quick overview of the Railz Dashboard

Once you have signed up for an account, you will be able to sign in to the Railz Dashboard.

The Railz Dashboard is a web-based portal that allows you to manage your account, integrations and use our platforms with no code. You can also view your connected businesses, their data and a set of financial visual summaries.

Railz Dashboard. Click to Expand.

Railz Dashboard home page. Click to Expand.

You can access the dashboard through the following URL if you have signed up for an account or were invited by an administrator within your company.


Supported Browsers

Railz Dashboard is only supported using the latest version of Google Chrome, Safari, Firefox and Microsoft Edge. If you have issues using the Railz Dashboard in other browsers, please try again using one of our supported browsers.

The Railz Dashboard™ allows you to:

  • Create businesses and generate unique URLs to allow them to connect their financial data.
  • View and export normalized business financial data.
  • View business data and visual financial summary.
  • Manage team and permissions.
  • View and generate API keys.
  • Configure & manage your integrations.
  • Manage webhook events.
  • Setup your branding.