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Relay Financial

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24 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.6
#1 in 1 categories
Grid® leader
Serving customers since
2018

Profile Name

Star Rating

20
2
0
2
0

Relay Financial Reviews

Review Filters
Profile Name
Star Rating
20
2
0
2
0
Emily H.
EH
Emily H.
05/06/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Effortless Financial Organization with Reliable Security

I love how Relay easily organizes my business finances, and I find the way it allows me to organize different accounts really helpful. I appreciate that it provides both a physical and virtual card, and I like that its security and fraud system works well. The good APR for savings accounts is a plus, and I enjoy the seamless connection it has with major banks. I also appreciate how it integrates smoothly with Anchor and QuickBooks Online. The initial setup was super easy, making the whole experience even better.
Justine Mark Q.
JQ
Justine Mark Q.
04/29/2026
Validated Reviewer
Review source: Thank You page

Streamlines AR & AP with Ease

I like that Relay is purely about Accounts Payables and Receivables. Easier invoicing and tracking of expenses and payments make it valuable. It works well with me, especially the AR and AP navigation.
Jamie C.
JC
Jamie C.
03/24/2026
Validated Reviewer
Review source: Organic

Efficient Bookkeeping, Seamless Integration

I love that Relay attaches receipts to payments and integrates with Xero so I can categorize expenses when they are fresh in my memory. I really appreciate being able to have up to 20 checking accounts without fees. The automated distributions feature is so nice, and it's very convenient to have one space to categorize my bills sorted by due date. The virtual business cards are also very convenient, and it's great for making bookkeeping efficient and not overwhelming, even for someone not comfortable with accounting. Plus, the initial setup was great!

About

Contact

Phone:
1-888-205-9304
HQ Location:
Toronto, CA

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What is Relay Financial?

Relay is a financial technology company that helps small and medium-sized businesses in the U.S. take control of their money. The platform combines business check and savings accounts, payments, debit and credit cards, bill pay, invoicing, and expense tracking to make managing cash flow simple and transparent. With built-in controls, approvals, and integrations, Relay streamlines financial operations so teams can focus on growth.

Details

Year Founded
2018
Website
relayfi.com