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.
Banking that makes bookkeeping easy
Say hello to banking that has user permissions, direct bank feeds and enriched transaction data.
Become a Partner today!
Keen to take advantage of the awesome benefits available to you and your clients? Sign up below to get started.
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.
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.
