Business banking that completes your accounting tech stack
- Reliable bank feeds that sync directly into QuickBooks Online and Xero
- Ultra-detailed transaction data for lightning-fast reconciliation
- Secure access to client banking using your own login
Get a personalized walkthrough of Relay
Powerful, Online Small Business Banking
Relay centralizes day-to-day banking, accounts payable and big-picture cash flow management into one operating account for each of your small business clients.
- No account fees, overdraft fees or minimum balances
- Up to 20 individual checking accounts
- 50 physical or virtual Visa® debit cards
- Payments via ACH and wire (checks coming soon)
Official banking platform of Profit First Professionals
Empower your firm and your clients with a banking platform that truly supports the Profit First method. To get started, book a personalized walkthrough designed for Certified PFPs.
Book a walkthroughJust 3 steps to start
- 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.
Your Accounting
Tech Stack, Completed
Unlike traditional business banking, Relay was designed to fit into your workflow—not complicate it. Collaborate with clients more effectively using banking features specifically designed for accountants and bookkeepers.
- 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
Simple, convenient bill payments baked into client banking
On the app or desktop, pay bills directly from your client’s account using ACH transfers and domestic and international wires (with built-in currency exchange). You’ll soon be able to send checks and print check books, using a third-party, for each client!
- 5
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.
Centralize accounts payable and business banking
Upgrade clients to Relay Pro to review, approve and pay bills from one intuitive dashboard.
Learn moreabout accounts payable
- Auto-import unpaid bills from QuickBooks Online and Xero into Relay
- Set up automated single- or multi-step bill approval rules
- Reconcile with one-click—bills sync back to the general ledger as “paid”
You and your clients get access to knowledgeable support specialists dedicated to understanding what you both need to achieve your goals. We’re happy to help, and we’re available by email, chat and phone.
Learn more about Relay's support