Bring Financial Data
to LlamaIndex

Empower your AI agent to access normalized financial data from various accounting, banking, and commerce platforms with Railz. By connecting Railz to your agent, you transform complex financial auditing into a natural conversation. Your agent can instantly list businesses, audit invoices, and retrieve deep financial reports like Balance Sheets and P&L statements without you ever touching a dashboard. Whether you are managing multiple client accounts or a single corporate entity, your agent acts as a real-time financial analyst, ensuring your data is always accessible and structured.

What you can do

• Business Directory — List all registered businesses in your Railz account and inspect their specific metadata.
• Connection Auditing — Monitor active service provider connections (QuickBooks, Xero, Shopify, etc.) for any business entity.
• Financial Reporting — Fetch real-time, normalized reports including Balance Sheets, Profit & Loss, and Cash Flow statements.
• Invoice & Bill Management — Query and analyze accounts receivable (invoices) and accounts payable (bills) across multiple providers.
• Commerce Insights — Access sales orders and transaction data from connected commerce platforms to track revenue trends.

How it works

1. Subscribe to this server
2. Enter your Railz Client ID and Client Secret
3. Start managing your financial data through Claude, Cursor, or any MCP-compatible client

Who is this for?

• Accountants & Bookkeepers — instantly retrieve financial statements and audit transactions across different client accounting systems.
• Financial Analysts — perform rapid health checks on business revenue and cash flow without manual data exports.
• SaaS Developers — integrate financial data workflows into your applications through an AI-guided interface.
• Business Owners — monitor your company's financial health and commerce orders through simple natural language queries.