Banking. Bills. Books. All in one place.
Relay is digital banking that helps your firm manage more clients with less overhead—and rewards you as you grow.
The Relay Visa® Debit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.
Trusted by 7,000+ firms.
Built with accountants and bookkeepers. STILL IS.
They needed direct access to the numbers that were usually buried in receipt piles, locked behind 2FA codes, or lost among unopened bills. That’s why our founders built Relay, and it’s how we still build today.
“Accountants and bookkeepers were our first interviews, our first users, and our first critics. They've shaped every release since.”
Yoseph WestCo-Founder and CEO of Relay
Secure access to every client account.
Reliable bank feeds that don’t break.
Expenses exactly where they should be.
Capture bills and manage payables.
Bill intake from anywhere, approval rules, spend categories, and payments by ACH, wire, or check—without ever leaving your clients' accounts.
Send invoices and collect payments.
Customizable invoices, automated reminders, and flexible payment methods right where your clients’ money lives.
Your growth, rewarded at every level. As your clients actively use Relay, you earn stronger incentives, milestone bonuses, and long-term upside—designed to grow with your firm, not cap it. |  <$50KCollective Balance |  $50K - $500KCollective Balance |  $500K - $1MCollective Balance |  $1M+Collective Balance |
| One-time cash reward for every approved client that deposits $1,000 total in their first 30 days | $50 | $75 | $100 | $150 |
| One-time cash reward for every approved client that keeps an average balance of $10,000 in their first 90 days | $100 | $125 | $150 | $200 |
| Quarterly revenue share when approved clients use 2+ non-core banking products in their first year* | 0% | 0% | 5% | 10% |
| Relay Scale for your firm at no cost | ||||
| Relay subscription discounts for your clients | 0% | 15% | 20% | 25% |
| Hours of work saved | 3-10 hrs | 9-95 hrs | 60-245 hrs | 250+ hrs |
| Dedicated account manager | ||||
| Priority whiteglove onboarding for clients | ||||
| Co-marketing opportunities |
Your growth, rewarded at every level.
As your clients actively use Relay, you earn stronger incentives, milestone bonuses, and long-term upside—designed to grow with your firm, not cap it.
<$50KCollective Balance
$50K - $500KCollective Balance
$500K - $1MCollective Balance
$1M+Collective Balance
One-time cash reward for every approved client that deposits $1,000 total in their first 30 days
One-time cash reward for every approved client that keeps an average balance of $10,000 in their first 90 days
Quarterly revenue share when approved clients use 2+ non-core banking products in their first year*
Relay Scale for your firm at no cost
Relay subscription discounts for your clients
Hours of work saved
Dedicated account manager
Priority whiteglove onboarding for clients
Co-marketing opportunities
* Only applicable to revenue generated from non-core banking products
“Relay is tech-forward, intuitive, and responsive, which aligns with how our clients work and how we operate as a firm.”
Let's make every business great with money.
