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Relay Financial

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31 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.2
#1 in 1 categories
Grid® leader
Serving customers since
2018

Profile Name

Star Rating

24
2
0
2
3

Relay Financial Reviews

Review Filters
Profile Name
Star Rating
24
2
0
2
3
Daniel A.
DA
Daniel A.
Fundador de DANO y DANO Miami
02/26/2026
Validated Reviewer
Review source: Seller invite
Translated Using AI

Ease of Use with Need for Security Improvements

I really like Relay for its platform and the ease it offers. The user interface, especially on a computer, allows you to use and create cards, accounts, and make transfers in a very simple and user-friendly way.
Sue F.
SF
Sue F.
02/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy to Use, Time-Saving Automations That Deliver

The most helpful thing about Relay is how easy the app is to use, along with how much time their automations save me each month.
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.

About

Contact

Phone:
1-888-205-9304
HQ Location:
Toronto, Ontario, Canada

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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