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Relay Financial

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30 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since
2018

Profile Name

Star Rating

23
2
0
2
2

Relay Financial Reviews

Review Filters
Profile Name
Star Rating
23
2
0
2
2
Sampson A.
SA
Sampson A.
07/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Outstanding Customer Service That Resolves Issues Fast

Customer service and how they handle client issues
Adrian H.
AH
Adrian H.
Bookkeeper | Helping Small Businesses Stay Organized, Compliant & Profitable
07/20/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

The Best Banking Platform for Modern Bookkeeping

The secure ACH payment process is by far my favorite feature. Vendors submit their banking information directly through Relay, so we never have to handle sensitive account details ourselves. It saves time, improves security, and makes paying invoices fast and professional. I also appreciate the approval controls, audit trail, and ability to organize funds across multiple accounts. As both a treasurer and a professional bookkeeper, Relay has become one of the first banking platforms I recommend to clients.
Jeff and Carmen H.
JH
Jeff and Carmen H.
07/17/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Reasonable Fees and Easy Multi-Business Spending Tracking

I like being able to track money going out across our different businesses, and the fees are very reasonable. I also appreciate the option to keep our money in separate accounts, since setting funds aside and reserving them for specific needs is crucial.

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