CLARITY
Increase financial visibility with enriched data
Quickly and accurately code Visa® transactions with enriched category data. Automatically see full check details like vendor, date, amount and memo in both Relay and your accounting software.
Banking that makes accounting seamless
Relay makes financial management more efficient for both your firm and your clients. That means reliable bank feeds, secure collaboration and AP built into banking.
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Collaboration
Access all your clients’ banking from one secure portal
Relay is the new smart operating account for your clients. A collaborative hub that works alone or in tandem with their current bank.
Access client banking from your login.
Switch between clients using your portal.
Manage firm staff with role-based permissions.
Banking that integrates with tools you already use
Reconcile accounts faster with direct bank feeds into Xero and QuickBooks Online. Connect to back-office platforms like Gusto, Transferwise, Bill.com, Expensify and more.
ACCOUNTS PAYABLE
Manage client cashflow with bill pay built-in
Relay is a secure, efficient way to provide AP to your clients. Manage multi-step approval processes and make payments with team permissions designed for bill pay.
Oversight
Implement controls on card spending for clients
Enable clients to instantly issue Visa® debit cards for their team. Create financial controls on spending via daily transaction and ATM withdrawal limits.
Digital-first banking
Every part of the back-office software stack has been automated — except banking. Relay brings modern checking to your firm.
User permissions
Role-based access makes it easy to collaborate on client banking and control access for your firm's staff.
