Getting started as a Relay partner

As a Relay Partner, we want to provide you with the materials you need to help your small business succeed with Relay.

Many of our partners like to know solutions inside and out before referring them to customers. That’s why we encourage all of our new accounting and bookkeeping partners to set up a free Relay account for their business before inviting their clients.

By now, you’ve probably received your unique registration link by email. If not, don't worry! You can reach out to our Customer Experience team and we'd be delighted to assist you!

This guide will offer resources for:

Getting the most out of your free Relay account

We encourage accountants and bookkeepers to sign up for Relay and try it out for free for their own firm before inviting their clients. As with any tool, implementing Relay in your unique workflows and integrating it into your technology stack will help you better understand the value that Relay provides before you add any client accounts.

But… where should you start? What are the most important features to test? Follow the suggested steps below to learn how to get the most out of your free Relay bank account and start embracing streamlined banking for your back office.

Tips for trying Relay

If you’re trying out Relay, there’s a good chance you and your customers may be experiencing some pain with existing banking; whether that’s by sharing login credentials, two-factor authentication headaches, or broken bank feeds.

Relay solves these pain points and more. Below, you’ll find a checklist for testing out Relay, and if you haven’t already, you can save a spot at our bi-weekly webinar to learn more about Relay.

Step 1: Mobile banking

You and your small businesses need access to manage your business finances anywhere, any time. That's why Relay is available anywhere you need it on iOS or Android.

Deposit a check, pay a bill, or freeze a misplaced card with just a couple of taps. Do what you need, when you need it. Try it now by downloading the Relay mobile app.

Step 2: Funding your account

Relay lets small businesses fund their accounts in a variety of ways, including directly connecting an existing bank account, sending/receiving ACH payments, and mobile check deposits.

Step 3: Organize your funds

Relay gets you one step closer to real-time financial visibility. Easily create up to 20 separate checking accounts and up to 2 savings accounts in seconds. Perfect for separately tracking tax withholding, profits, or upcoming expenses.

Step 4: Spend smarter with Relay

Managing spend has never been easier. Create up to 50 physical or virtual debit cards on Relay and maintain total control over your business expenses.

Virtual cards are activated as soon as they’re issued. They’re the perfect complement to your business’s online spending. A card you’ll never lose, that you can add staff to, or freeze at any time.

Step 5: Connect to QuickBooks Online or Xero

Get one step closer to real-time financials with clean and reliable direct bank feeds to your preferred online accounting system. Relay pushes fresh data every 3 hours.

Enjoy direct bank feeds to Xero and QuickBooks Online. Try it by integrating with:

QuickBooks Online: In QuickBooks, go to the 'Transactions' screen and click 'Add Account'. Search for 'Relay' and hit connect.
Xero: In Relay, go to 'Settings' and click 'Integrations'. Click 'Connect' next to the Xero logo.

Step 6: Automate bill pay

Multi-step approvals, granular controls, and a complete audit trail are built right into Relay. Pay bills via ACH, wire or check.

You'll be able to set up scheduled or recurring payments to vendors and even request payee details or a W-9.

Relay Bill Pay works by importing unpaid bills directly from QuickBooks Online or Xero, and lets you pay them from anywhere using the Relay web, iOS, or Android apps.

Additional resources

Please see the additional resources linked below to guide you through communicating the value of Relay to your clients, choosing your first clients to invite to Relay, and of course, how to invite your clients to Relay!