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What is Relay?

Relay is an all-encompassing online banking and financial management platform specifically designed for small businesses, allowing them to have a thorough view of their cash flow through a cohesive system that includes banking, expense tracking, bill payments, invoicing, and financial automation. Users can create up to 20 separate checking accounts and two savings accounts, and they can issue both physical and virtual debit or credit cards with built-in spending controls, in addition to facilitating payments through various channels like ACH transfers, wire transfers, and checks, as well as deposits from services such as PayPal, Stripe, or Square. Furthermore, Relay provides businesses with the tools to categorize their income and expenses efficiently, automate transfers based on fixed amounts or percentages, and manage the allocation of funds for taxes, payroll, savings, or profits seamlessly. The platform also improves billing and vendor interactions by allowing users to upload or email bills, sync directly from their accounting software, set up customizable approval workflows, and make payments via ACH, wire, or check directly within the system. By leveraging Relay, small enterprises can significantly optimize their financial processes and enhance their overall efficiency in cash flow management, ultimately contributing to their growth and stability in a competitive market. This innovative approach not only simplifies routine financial tasks but also allows business owners to focus more on strategic planning and less on administrative burdens.

What is Box Relay?

Empower your teams and users to streamline repetitive tasks in a way that best meets their needs. With Relay's user-friendly, no-code platform, anyone can create workflows in just minutes. This remarkable speed enables IT teams to direct their efforts toward more pressing issues. The platform's flexible design and a plethora of powerful features support the automation of both simple and intricate tasks. As a result, organizations benefit from enhanced workflows, which include more efficient content reviews, standardized employee onboarding, and expedited contract approvals. Nevertheless, effective automation requires transparent oversight of ongoing tasks. Relay delivers real-time insights on every active workflow, complemented by an exportable audit trail. By continuously observing and refining business processes, tasks are accomplished even more quickly, ensuring that all team members remain aligned. Furthermore, since Relay encompasses all the benefits of our content platform, it maximizes your investment's value. It adeptly oversees processes related to content reviews, collaboration across agencies, and the management of product and press releases, making it an essential asset for any organization. This all-encompassing solution guarantees smooth operations throughout various departments, significantly boosting overall productivity while allowing for further customization based on unique organizational needs.

Media

Media

Integrations Supported

Box
Box Shuttle
Docusign
Gusto
Microsoft 365
PayPal
Plaid
QuickBooks Online
Square POS
Stripe
Xero
Yodlee

Integrations Supported

Box
Box Shuttle
Docusign
Gusto
Microsoft 365
PayPal
Plaid
QuickBooks Online
Square POS
Stripe
Xero
Yodlee

API Availability

Has API

API Availability

Has API

Pricing Information

$30 per month
Free Trial Offered?
Free Version

Pricing Information

$130 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Relay Financial

Date Founded

2018

Company Location

Canada

Company Website

relayfi.com

Company Facts

Organization Name

Box

Date Founded

2005

Company Location

United States

Company Website

www.box.com/collaboration/relay-workflow

Categories and Features

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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