Business banking that completes your accounting tech stack

Official banking platform of Profit First Professionals

Empower your firm and your clients with a banking platform that truly supports the Profit First method.

1
Meet your account manager
Your dedicated account manager will show you how easy it is to use Relay.
2
Set up your partner portal
Create your firm’s account and get familiar with Relay’s features.
3
Bring clients on board
Your account manager will help you get clients set up and banking with Relay.

Deepen your business banking expertise, consult clients on cash flow with total confidence, and get rewarded as you grow with Relay.

1
Bank feeds that don’t break, skip or duplicate
Reconcile accounts faster with reliable bank feeds that sync directly into QuickBooks Online and Xero. No more disconnecting, reconnecting and testing bank feeds. That’s a lot of time saved.
2
Safe, hassle-free access to client accounts
Log in to client accounts using your own credentials. Never share a password again, and be rid of 2FA code timeouts. And let each client set your level of access.
3
Speedy reconciliation with ultra-detailed transaction data
Stop Googling and chasing clients for clarification on spending. Sync pre-categorized card transactions with clean, standardized vendor names directly into QuickBooks Online and Xero. And see check images for all check deposits and a memo for all outgoing payments.
4
Receipt management meets banking
Stop chasing clients for receipts. Use receipt policies to make sure cardholders match every Relay card purchase to a receipt.
5
Simple, convenient bill payments baked into client banking
On the app or desktop, pay bills directly from your client’s account using ACH transfers, checks and domestic and international wires (with built-in currency exchange).
6
Banking and cash flow advisory put into action
Safely help clients with day-to-day tasks—like issuing or freezing cards and provisioning banking access to employees. Plus, help clients organize and apportion income into dedicated checking accounts for operating expenses, payroll and taxes.