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.
Say hello to banking that has user permissions, direct bank feeds and enriched transaction data.
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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
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.
Reconcile payments faster with key ACH, Wire and Check data at your fingertips. Accurately code Mastercard transactions with enriched data, such as category.
With access designed for bill pay, you can empower team members to manage client payables without giving complete access to the client’s banking.
Enable clients’ to instantly issue Mastercard debit cards for their team. Create financial controls on spending via daily transaction and ATM withdrawal limits.
Every part of the back-office software suite has changed, except one. Now’s the time to bring modern banking to your practice.
Role-based access makes it easy to collaborate on your client’s banking. It also makes it easy to control staff access.