View Business Financial Summary

The Railz Dashboard allows you to view a quick financial summary of your connected businesses through a set of visualizations and reports. This will be useful when trying to assess the financial health of a business.

Railz Dashboard - View Financial Summary. Click to Expand.Railz Dashboard - View Financial Summary. Click to Expand.

Railz Dashboard - View Financial Summary. Click to Expand.

  • Invoices - A summary of the total dollar amount of paid and overdue invoices owed to the business.
  • Bills - A summary of the total dollar amount of paid and overdue bills owed by the business.
  • Bank Accounts - A list of all the connected bank accounts and their balance as of the last sync date.
  • Expenses - The business' top 5 expense categories.
  • Revenue - The business' top 5 revenue sources.
  • Credit Score - The generated Railz Credit Score & Rating.
  • Cashflow - The different cashflow activities of the business for a specified period.
  • Balance Sheet - The assets, liabilities, and equity of the business for a specified period.
  • Income Statement - The revenue, costs, and expenses of the business for a specified period.
  • Financial Ratios - The business' financial ratio for a specified period along with a historical trend chart.

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Data Sources

All data is pulled directly or derived from Railz API endpoints.

Key features

  • Data is updated and visualized in real-time based on the last synchronization date.
  • View a business' financial summary across different timeframes to identify trends.
  • Drill down to view detailed data through the Reports page on the Dashboard.

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