Business banking that completes your accounting tech stack

  • Reliable bank feeds that sync directly into QuickBooks Online and Xero
  • Detailed, easy to understand transaction data
  • Secure access to client banking from your own login

Get a personalized walkthrough of Relay

A banking platform designed for you and your clients

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:

20 checking accounts with no fees or minimums
50 physical or virtual Mastercard® debit cards
ACH, wire or check payments and deposits
Bank feeds that don’t skip, duplicate or break
FDIC Insured up to $250K | Mastercard Zero Liability Protection

How to get started with Relay

Get to know Relay

Meet with an account manager to get a personalized walkthrough of Relay (book time using the form above).

Create an account

Set up a Relay account and partner portal for your firm to get familiar with features and integrations.

Invite your clients to Relay

A dedicated account manager will help get your clients successfully set up with Relay.

Why partner with Relay

Modernize your back office with banking designed to
streamline your accounting and bookkeeping workflows

Reconcile accounts faster with reliable bank feeds

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.

Get detailed, easy-to-understand transaction data

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!

Access all of your clients’ banking using one login

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 client bills directly from Relay

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.

Automate accounts payable with Relay Pro

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.

What advisors are saying

CASE STUDY

How Relay helps Momentum Accounting make their accounting process 5x more efficient

“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”

Nikole Mackenzie, CPA

Founder & President, Momentum Account

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CASE STUDY

How banking with Relay helps Salma’s remote clients avoid month-long delays

“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.”

Salma Hatim, CPA

Founder & Managing Director, PROKONECT

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