Railz Product Launch: New features for Railz Dashboard™

October 22, 2021
financial data visualization

Our Railz Dashboard™ allows you to visualize financial data insights and analytics on your small- and medium-sized businesses. You can configure the Railz Dashboard to provide the highlights, insights, and more that you need. Create dashboards that you can display to your enterprise financial customers, too.

Railz Roadmap Release: Assign an Analyst role to team members

You can now assign an Analyst role to new or existing team members. Members with the Analyst role have view access to the Businesses, such as view business list and data visualizations. Members with the Analyst role also have access to Reports menus, such as view, filter, and export financial data.

railz dashboard add analyst
Assign an Analyst role to team members on Railz Dashboard™

Why is the ability to assign roles on the Railz Dashboard valuable for you? Assigning roles allows you to provide access to specific team members for specific needs.

Railz Roadmap Release: Improvements on businesses list page

We have made updates to the businesses list page of our Railz Dashboard™.

railz dashboard business list

Why are the improvements on businesses list page in the Railz Dashboard valuable for you?
On the new businesses page will be easier than ever to see all the businesses you added to Railz. You will be able to access information such as the service provider they connected and view their data.

Railz Roadmap Release: Visualizations of business financial data

We released the first version of our brand new business financials visualization and will include the most common financial summaries for measuring business performance. In the first version, you will be able to view the following charts and trends:

  • Invoices Summary
  • Bills Summary
  • Bank Accounts Balances
  • Top Expenses
  • Top Revenue
  • Railz Credit Score & Rating
  • Cashflow Statement
  • Balance Sheet
  • Income Statement
  • Financial Ratios
visualize financial data railz
Visualizations of business financial data on Railz Dashboard™

Why are the improvements on businesses list page in the Railz Dashboard valuable for you?

If you would like to view and understand your small- and medium-sized businesses’ health without the need for building a full data visualization portal, you can now take advantage of the new Railz Dashboard™ to view and monitor their financial data.

What’s next for improvements on businesses list page in the Railz Dashboard?

Future releases of the data visualization will expand to include additional data points such as Customer/Vendor breakdown, AR/AP aging trends, financial forecasting, business valuations and financial benchmarks.

Railz Roadmap Release: Customizing your brand on Railz Sites™

With new updates to our Dashboard, you can now customize the look and feel of Railz Sites™ to align with your company’s branding:

  • Set the brand colour for your active tiles, highlights and text-based CTAs
  • Set accent colour for your active button CTAs
  • Upload your company logo
railz sites railz connect brand
Customize your brand on Railz Sites™

What’s next for customizing your brand on Railz Dashboard?
Future releases will allow you to:

  • Remove the “powered by Railz” badge (paid plans only)
  • Generate a favicon based on the uploaded logo

What’s coming up for Railz Dashboard™

Continue to build great visualizations of your insights and analytics on your small and medium-sized businesses using Railz Dashboard™. We will be releasing a public roadmap that will allow you to monitor our feature releases and vote on features that you need to build the financial services of the future. In the meantime, please join us on the Railz Slack Community to participate in the conversation.

Director of Marketing

Samantha Lloyd is the Director of Marketing at Railz. We're building the largest financial data network to support the future of finance. She has a decade of experience building organic growth, brand, and digital marketing for startups and technology companies. In her free time, you can find Sam SCUBA diving, snorkelling, paddle boarding, and jet skiing.