Banking designed for seamless bookkeeping

Relay makes accounting more efficient for both your firm and your clients. That means reliable bank feeds, secure collaboration — and no account fees.

FDIC Insured up to $250K | Mastercard Zero Liability

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Convenient checking - with no account fees

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Convenient checking - with no account fees

Your to-do list is long — banking shouldn’t be on it. Open accounts, manage team spending and get 1:1 support from anywhere.

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Open up to 20 free checking accounts in seconds

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Assign physical or virtual Debit Mastercards to your team

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Make payments by ACH, wire or check

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World-class customer support, available 24/7

Relay is a much more frictionless way of doing our job. Our clients are able to do their work, and there’s no risk for us. It just makes sense all the way around.
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Jason Snider

Summit eCommerce Advisors

Crystal-clear banking data

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Crystal-clear banking data

Stop struggling with broken bank feeds. Reconcile accounts faster with detailed transaction data that syncs directly into Xero and QuickBooks Online.

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Bank feeds that don’t break (for real)

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Rich transaction data you can understand

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Check images embedded within transactions

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Meticulous integrations into Xero and QuickBooks Online

Access all your clients’ banking from one secure portal

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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.

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Switch between clients from your firm’s portal

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Eliminate risk with user permissions

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Set up multi-stage approvals for accounts payable

With Relay, it’s finally easy to collaborate with our clients on their banking. Between the direct feed with Xero and having access to our clients’ banking data, we save up to an hour a month per client.
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Joshua Lance

Lance CPA Group

Ready to build faster processes for your firm and your clients? We’d love to chat