FDIC Insured up to $250K | Mastercard Zero Liability
Your to-do list is long — banking shouldn’t be on it. Open accounts, manage team spending and get 1:1 support from anywhere.
Open up to 20 free checking accounts in seconds
Assign physical or virtual Debit Mastercards to your team
Make payments by ACH, wire or check
World-class customer support, available 24/7
Summit eCommerce Advisors
Stop struggling with broken bank feeds. Reconcile accounts faster with detailed transaction data that syncs directly into Xero and QuickBooks Online.
Bank feeds that don’t break (for real)
Rich transaction data you can understand
Check images embedded within transactions
Meticulous integrations into Xero and QuickBooks Online
Relay is the new smart operating account for your clients. A collaborative hub that works alone or in tandem with their current bank.
Switch between clients from your firm’s portal
Eliminate risk with user permissions
Set up multi-stage approvals for accounts payable
Lance CPA Group
For Businesses
Modern banking to help power people and small business
For Accountants/Bookkeepers
Become a partner and benefit from the rewards