Business banking designed to complete your tech stack
- Reliable bank feeds that sync into QuickBooks Online and Xero
- Comprehensive, auto-categorized transaction data
- Secure access to client banking
Get a personalized walkthrough of Relay
What is Relay
Relay is an online business banking platform that makes it easy to centralize day-to-day expenses, bill pay, and cash flow management into one smart operating account for each of your small business clients.
20 convenient, no-fee checking accounts 
Detailed, categorized transaction information
50 Visa® Debit Cards (with spending limits)
Bank feeds that sync to QuickBooks Online and Xero
How to get started with Relay
Get to know Relay
Meet with an account manager to get a personalized walk though of the Relay banking platform (book time using the form above).
Create an account
Set up a Relay account and Partner Portal for your firm. Get familiar with features and integrations before introducing Relay to your clients.
Invite your clients to Relay
Your dedicated account manager will help you get your clients successfully set up and banking with Relay.
Why partner with Relay
Modernize your back office with features designed to integrate banking with bookkeeping
Sync bank feeds directly to QuickBooks Online and Xero
Reconcile accounts faster with a bank feed that syncs seamlessly into QuickBooks Online or Xero.
Plus, Relay bank feeds don’t break (for real)—and they also don’t duplicate or miss transactions.
Get detailed, easy-to-understand transaction data
Vendor name, website, and address are embedded in each Relay transaction (say goodbye to investigative Google searches).
Check images are embedded within transactions, too. Relay even categorizes transactions for you!
Access all of your clients’ banking from one secure Partner Portal
Log in to multiple clients’ Relay accounts using one set of credentials.
Pay bills and manage expenses for your clients with peace of mind—without the pain of sharing client credentials or 2FA codes. Invite your firm’s staff to your Partner Portal so they can securely collaborate with your clients, too.
Pay bills using same-day ACH and no-fee wires
With Relay Pro, send unlimited same-day ACH transfers to pay bills for your client. You can also send domestic and international wires—for free—with Relay Pro.
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
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”
Founder & President, Momentum Account
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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.”
Founder & Managing Director, PROKONECT
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