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Relay Financial

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

Profile Name

Star Rating

18
2
0
2
0

Relay Financial Reviews

Review Filters
Profile Name
Star Rating
18
2
0
2
0
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!
Verified User in Accounting
AA
Verified User in Accounting
03/05/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Relay: The Smart Banking Solution Every Business Owner Needs!

Relay is hands down the best banking platform for business owners. The ability to create multiple checking accounts, seamless integrations with accounting tools, and the real-time cash flow visibility make it a game-changer. The platform is intuitive, fee-free, and built with entrepreneurs in mind. Nabeel Jagani on their team has been exceptional — incredibly knowledgeable, responsive, and genuinely helpful every step of the way. Ease of use and customer support are truly unmatched.
EL
Eduardo L.
03/02/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Founder-friendly banking with world-class support

Relay is the first banking platform I’ve used that genuinely feels built for operators. The UI is clean and fast, the account structure makes cash management (and Profit First-style allocation) insanely simple, and everything feels like it is designed to reduce friction: opening accounts, moving money, setting permissions, and staying organized. But the real differentiator is the support. Bernardo Tellini has been exceptional, responsive, proactive, and genuinely invested in helping us get things done the right way. It doesn’t feel like “ticket support”; it feels like a partner who understands urgency and cares about outcomes. That level of reliability, plus a product that’s actually founder-friendly, is what I like best about Relay.

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