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Step 3: View Data

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Now that you have added a Business and created a connection with an Accounting Service provider you can view and download the financial summary & reports in Accounting Data as a Service™ Dashboard.

  1. In the left sidebar navigation menu, go to Businesses.

  2. Select the Business Name.

  3. Click on the business you will like to see data for.

    Business financial summary page for a demo business. Click to Expand.

    Business financial summary page for a demo business. Click to Expand.

  4. The Financial Summary tab will show you visualizations of the overall financial health of a business. You can also access the Reports tab to view detailed financial reports like financial statements, invoices and more!

Railz Dashboard - View Reports. Click to Expand.

View available financial reports for the demo business. Click to Expand.

Updated 4 months ago

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Congratulations, you have completed the Accounting Data as a Service™ Quickstart! From here, we invite you to learn more about all the features and next steps to get you ready for production.