Jouvin Advisory is an accounting and advisory company founded by Vince Jouvin, serving middle-market businesses with complex financial needs. The company brings private equity–level rigor to clients who want more than compliance, helping them move from clean books to better financial decisions.
Jouvin Advisory operates with a distributed team model, including a Philippines-based accounting team and U.S. leadership, and supports clients with multiple entities, vendors, and banking relationships. From the company’s inception, Vince chose Relay as Jouvin Advisory’s primary banking platform1 and now onboards new clients to Relay by default.
“I wanted a banking platform that worked the way accountants actually work. Relay felt accountant-friendly from the start.”
- Vince Jouvin, Founder, Jouvin Advisory
1Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
Firm Outcomes
Supports a 10+ person distributed accounting team with role-based access
20+ hours saved per week across the team through standardized banking
Approximately $1,000 per client per month in software and banking costs eliminated
Before Relay: Slow banks and fragmented tools
Before launching Jouvin Advisory, Vince spent years in private equity managing hundreds of entities across traditional banks. Opening new accounts could take weeks, sub-accounts were difficult to set up, and core workflows like bill pay and cards lived in separate systems.
“When we were operating out of large banks, opening a bank account could take two weeks,” Vince explains. “Opening sub-accounts wasn’t easy and you ended up stitching together multiple tools just to get basic work done.”
That fragmentation made it harder to move quickly or standardize workflows across entities. For a company built on advisory and responsiveness, bank-side friction created unnecessary delays and operational overhead.
When Vince started his own company, he wanted a cleaner foundation—one that would give him ownership of client banking workflows without constant paperwork, approvals, or back-and-forth with banks.
The solution: Standardized access and consolidated workflows with Relay
Relay became Jouvin Advisory’s first and primary banking platform. Vince uses it to onboard new clients, giving him administrative access from the start while maintaining clear controls.
With Relay’s accountant portal, Vince grants his Philippines-based team read-only access, allowing them to pull bank activity directly without shared credentials or follow-ups. Internal team members can be added instantly, with permissions matched to their role.
Relay’s multiple checking accounts1 also support clients with complex structures or higher risk exposure.
“If I’m paying a new overseas vendor, I’ll use a separate checking account that doesn’t hold the operating balance. That way there’s no risk to the main account.”
For payables, Jouvin Advisory consolidated client bill pay directly within Relay, bringing banking and payment workflows into a single system. Vince also issues virtual cards2 through Relay, setting limits and controls in minutes.
“Getting through the credit card application and setting up my first virtual card took me five minutes.”
1Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. 2The Relay Visa® Debit Card is issued by Thread Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. The Relay Visa® Credit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used anywhere Visa credit cards are accepted.
The impact: Faster ownership, cleaner workflows, and better client experience
Once Jouvin Advisory standardized client banking on Relay, the operational benefits were immediate.
Faster onboarding and greater ownership
Relay removes multi-week bank delays and gives Vince immediate control over account setup and access. Across the team, they save an estimated 20+ hours per week, eliminating time spent on waiting on banks, gathering statements, or managing fragmented tools.
Cleaner workflows for a distributed team
With secure, role-based access in place, Vince’s team no longer needs to request statements or exports from clients. Work moves forward without bottlenecks, and responsibilities are clearly defined across the company.
Tool consolidation without added complexity
By consolidating bill pay and card issuance within Relay, Jouvin Advisory saves roughly $1,000 per client per month in costs by replacing separate software, card platforms, and banking fees.
A smoother client experience
Clients see the results—work getting done quickly, cleanly, and without constant follow-up—even if they don’t interact with Relay directly.
“They probably attribute it more to me than the product,” Vince says. “Things just get handled, and they don’t have to worry about it.”
Relay: A foundation for scalable advisory operations
For Jouvin Advisory, Relay serves as the backbone of client banking, from initial onboarding through day-to-day operations. With immediate administrative access, secure role-based permissions for a distributed team, and support for multi-entity structures, Relay allows the company to move quickly without introducing risk or operational overhead.
1Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. 2The Relay Visa® Debit Card is issued by Thread Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. The Relay Visa® Credit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used anywhere Visa credit cards are accepted.
