Relay centralizes day-to-day expenses, bill pay and cash flow management into one smart operating account for each of your clients. Every Relay account includes:
Meet with an account manager to get a personalized walkthrough of Relay (book time using the form above).
Set up a Relay account and partner portal for your firm to get familiar with features and integrations.
A dedicated account manager will help get your clients successfully set up with Relay.
Modernize your back office with banking designed tostreamline your accounting and bookkeeping workflows
Sync bank feeds directly into QuickBooks Online and Xero.
Relay bank feeds don’t break (for real), and they don’t skip or duplicate transactions—so you don’t have to waste time troubleshooting and restoring connections.
Relay auto-categorizes and provides comprehensive data for card transactions (like clear vendor names, as well as websites and physical addresses). Plus, Relay embeds check images into check deposit transactions for more visibility into incoming payments!
Log in to multiple clients’ Relay accounts using one set of credentials. Say farewell to sharing client passwords and 2FA codes.
Invite your firm’s staff to your partner portal so they can securely collaborate with your clients, too.
Pay bills directly from each client’s account using ACH transfers, domestic or international wires and checks. Bills can be easily paid from desktop or on the go with Relay’s mobile app.
Auto-import unpaid bills from QuickBooks Online or Xero into Relay. Set up multi-step approval workflows and schedule one-time or recurring payments. Once a bill is paid, the transaction is auto-synced with QuickBooks Online or Xero for one-click reconciliation.
“Reconciling bank transactions with Relay is up to 5x faster compared to a traditional bank. There’s no reason a business shouldn’t be on Relay—it just makes everything so much faster”
Founder & President, Momentum AccountRead case study
“Relay’s long-term vision is perfectly aligned with a tech-driven accounting firm. You are going to grow alongside the tools you use, and with Relay, it’s like working with a partner—not just an app.”
Founder & Managing Director, PROKONECTRead case study