UNACCOUNTABLE
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rELAY!
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All-in-one business banking and money management platform helping businesses understand what they're earning.
How many hours a week do you spend sourcing through messy transaction data when you could be working with more clients?
And how many times do your bank feeds break?
Well, what if I told you that there was a FREE solution that that could save you 3-5 hours of work per client per month? Enter: Relay, a business banking platform that completes your accounting tech stack.
Every client you invite to Relay gets added to your firm’s Partner Portal. That means you get:
Role-based permission levels for firm staff
Direct bank feeds to QuickBooks Online and Xero and statement syncs with Hubdoc and Dext
Ultra-detailed transaction data that speeds up reconciliation and leads to less Bullet listback-and-forth with clients
Accounts payable automation for clients that pulls unpaid invoices from QuickBooks Online and Xero
Plus, Relay’s new Partner Program introduces meaningful cash rewards for advisors, more partner perks, and an Advisor Directory to help you find more clients who already bank with Relay.
Head over to
to learn more and book a demo.
