Banking that makes bookkeeping easy

Say hello to banking that has user permissions, direct bank feeds and enriched transaction data.

Become a Partner today!

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Collaboration

Access client banking via your partner portal

Say goodbye to sharing bank logins and say hello

to access controls that fit your practice.

Access clients' banking from your login

Switch between clients using your portal

Manage staff with role-based permissions

Banking that’s connected

Relay integrates directly with the leading software you know and love. Enjoy direct bank feeds to Xero and QuickBooks Online and connect to Gusto, Transferwise, Bill.com, Expensify and more.

EFFICIENCY

Increase financial visibility with enriched data

Reconcile payments faster with key ACH, Wire and Check data at your fingertips. Accurately code Mastercard transactions with enriched data, such as category.

Manage

Manage client cashflow with bill pay built-in

With access designed for bill pay, you can empower team members to manage client payables without giving complete access to the client’s banking.

Oversight

Implement controls on card spending for clients

Enable clients’ to instantly issue Mastercard debit cards for their team. Create financial controls on spending via daily transaction and ATM withdrawal limits.

Bundle-able banking

Every part of the back-office software suite has changed, except one. Now’s the time to bring modern banking to your practice.

User permissions

Role-based access makes it easy to collaborate on your client’s banking. It also makes it easy to control staff access.

2-factor authentication

Security is paramount. That’s why you and your staff can setup 2-factor authentication for your logins.

2-factor authentication

Security is paramount. That’s why you and your staff can setup 2-factor authentication for your logins.

You’re just moments away from making a change that matters.

Get Started with Relay