Railsr is a leading embedded finance platform that enables businesses to integrate financial services directly into their products.
Enhance your financial services with AI agents that can automate customer interactions, provide personalized recommendations, and streamline operations.
Railsr provides powerful embedded finance APIs and tools for seamless financial services integration. Relevance AI transforms these capabilities into intelligent AI agents that can automate complex financial workflows and deliver personalized experiences.
Seamless Financial Integration
The agent effortlessly connects financial services to enhance user experiences.
Real-time Insights
Access to live transaction data empowers the agent to provide timely information.
Personalized Engagement
The agent tailors financial recommendations based on individual user behavior.
Relevance AI gives you access to Railsr's embedded finance capabilities within your AI agent workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Railsr account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication, ensuring only authorized workflows access your Railsr banking data. Relevance AI manages API operations seamlessly in the background—handling authentication headers, request formatting, and rate limits automatically.
Built-in data validation and response handling ensure reliable integration with Railsr's financial services API endpoints.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Railsr + Relevance AI integration without writing code:
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Follow API best practices: Use appropriate HTTP methods for different operations (GET for retrieval, POST for creation).
- Handle responses properly: Monitor response status codes and implement error handling in your workflows.
- Manage request limits: Be mindful of API rate limits and implement appropriate request spacing.
- Test thoroughly: Validate API calls in sandbox environment before moving to production.
