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Relay Financial

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29 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
Erica D.
ED
Erica D.
02/23/2026
Validated Reviewer
Review source: Seller invite

Effortless Banking for Profit First Users

I use Relay for my own banking needs for both my business and non-profit, and I recommend it to my clients because it supports the Profit First system effectively. I find the automatic profit first allocations incredibly useful. It lets me manage my cash flow easily and apply the bank balance accounting method. I love the ease of opening and closing accounts and being able to pay invoices and categorize them to QuickBooks without leaving the application. I also really appreciate my customer service rep.
Verified User in Hospitality
AH
Verified User in Hospitality
02/20/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Effortless Banking with Stellar Billing Feature

I really enjoyed the ease of opening and closing accounts with Relay. I love the new feature that allows us to send billing invoices to our clients, which they can pay in a variety of ways. This feature has been incredibly valuable to us as it allowed us to consolidate platforms and bring everything together on one website, making our business operations smoother and easier. The initial setup of Relay was very easy and simple.
WL
Wendy L.
02/20/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Value with Multiple Accounts—and No Fees

As a business owner. Having multiple accounts is important to me. It's easy to use and you have excellent customer service.I feel like a get a lot of value and you don't charge fee.

About

Contact

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

Social

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