Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY1
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Integrations
Xero
Bookkeeping made simple and speedy
QuickBooks Online
Directly sync ultra-detailed transaction data
Gusto
Business banking and payroll together at last
Plaid & Yodlee
Tap networks of money management apps
Client banking
The money management platform built for you and your clients
Get certified
Become a Banking Partner to help your clients bank smarter
Partner with Relay
Get rewarded and grow your firm with Relay
Learn
Gearing Up
Advisors share what makes their firm successful
Offer AP services at your firm
Data security
Keep client data more secure
Growth playbook
Get the wisdom of forward-thinking firms
Everyday business blog
Stay on the money with these actionable tools and strategies
Advisor learning hub
Insights and advice for small business advisors
Customer Stories
Hear what our customers are saying
Bi-weekly webinar
Learn to manage cash with Relay in our live webinar and Q&A
FAQs
Answers to common questions about Relay
Support center
Stuck? Step-by-step guides to get answers fast
Get support
Hands-on, friendly help
Honestly Bookkeeping
Morgaine Trine is the Owner of Honestly Bookkeeping, a female owned, virtual bookkeeping firm, that helps small businesses stabilize, strengthen, and sustain their finances.
