Relay

Core Banking Software

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This small-business banking platform provides cash flow management and clear visibility into earnings, spending, and saving, enabling owners to control finances and automate fund allocation across multiple accounts. Key features include no hidden fees or minimums, savings with high APY (up to 2.68%), support for ACH, checks, and wires, up to 20 checking accounts for meticulous organization, and up to 1.5% cash back on card spending, along with FDIC insurance up to $3 million through a partner bank, all designed to solve cash-flow fragmentation, reduce manual bookkeeping, and empower growth-minded business owners to simplify finances.

Relay can be found in Core Banking Software categories.

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Relay Main Features

• Integrations
  Sync your banking data with popular tools like QuickBooks Online and Xero for easy bookkeeping.
• Data Security
  Your client data is kept safe with strong security measures and FDIC insurance.
• Client Banking
  A platform designed for accountants and bookkeepers to manage their clients' finances.
• No Account Fees
  There are no account fees, overdraft fees, or minimum balance requirements.
• Tax Preparation
  All your transactions are organized, making tax season easier and less stressful.
• Accounts Payable
  Review, approve, and pay your bills directly within the banking platform.
• Automated Savings
  You can earn up to 3.03% APY with automated savings accounts to help you save money.
• Business Checking
  Relay offers business checking accounts that help you see exactly what you earn, spend, and save.
• Multiple Accounts
  You can have up to 20 checking accounts and 2 savings accounts to organize your money.
• Cash Flow Overview
  Get a clear view of your cash flow to make better financial decisions.
• Expense Management
  Easily capture receipts and categorize expenses to close your month-end faster.
• Profit First Banking
  Relay supports the Profit First method to help you manage your business finances better.
• Relay Visa Credit Card
  Get a credit card that helps improve your cash flow with rewards.
• Role-Based Permissions
  Allow your team members and accountants to help with banking tasks while keeping control.
• Two-Factor Authentication
  Extra security for your account with two-factor authentication and biometric options.

Relay Benefits

• Data Security
  Relay provides strong security measures, like two-factor authentication, to keep your financial information safe.
• Easy Bookkeeping
  It syncs directly with QuickBooks and Xero, making bookkeeping simple and fast, which saves you time and reduces stress.
• Expense Tracking
  Relay captures and organizes your receipts and spending, so you don't have to worry about tracking expenses manually.
• Automated Savings
  You can set up savings accounts that earn interest, helping you save for taxes, emergencies, and growth without extra effort.
• Multiple Accounts
  You can create up to 20 accounts to separate your money for different needs, helping you manage your budget better.
• Profit First Method
  Relay supports the Profit First banking method, helping you prioritize profit and manage your finances effectively.
• Role-Based Permissions
  You can give access to your team or accountant, allowing them to help with banking tasks while keeping your information secure.
• Clear Cash Flow Management
  Relay helps you see exactly what you earn, spend, and save, making it easier to make smart choices for your business.

Who should use Relay?

• Startups
  They can open accounts quickly and start managing their money without any hidden fees or minimum balances.
• Freelancers
  They can separate their income into different accounts, making it simple to handle expenses and save for taxes.
• E-commerce Businesses
  They can connect their sales platforms to Relay, making it easy to track all their income in one place.
• Real Estate Investors
  They can manage multiple accounts for different properties, helping them keep their finances organized.
• Small Business Owners
  They can see exactly how much money they have, what they spend, and what they save, helping them make better choices.
• Profit First Professionals
  They can use Relay to follow the Profit First method, making it easier to save and manage profits.
• Accountants and Bookkeepers
  They can easily manage their clients' money and keep track of all transactions without stress.

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