Do you use Hubdoc or Receipt Bank to collect and store financial documents? On Relay, you can seamlessly export account statements directly to your document storage solution. Please use the following steps to get started:
- Go to the ‘Settings’ tab > ‘INTEGRATIONS’ > scroll to the bottom of the screen.
- Select the document storage solution of your choice by clicking on the ‘CONNECT’ button.
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Select the starting date for the statements you want to be exported and enter in your unique email address that is used to upload documents manually.
Things to Know: Hubdoc and Receipt Bank offer users a unique email address for each account that can be used to upload documents. This is the email address you’ll be entering at this stage.
- Scroll down and select the file type you want the statements exported as (PDF, CSV, OFX) and the particular Relay checking account(s) you want the statements from.
- You have now successfully set-up the integration! Log in to Hubdoc or Receipt Bank and automatically find your Relay statements.
Questions? Get in touch with our Support Team at support@relayfi.com or 1 (888) 205-9304.