This article provides an overview of the different platforms Relay connects to and integrates directly with. Please know that Relay is compatible with platforms that use Plaid, which extends this list.
Platforms that Relay directly integrates with
Relay can directly integrate with Xero, QuickBooks Online, Gusto, Hubdoc, and Dext (Receipt Bank).
Xero
Set up a Xero bank feed integration and connect bill pay capability to your Relay account.
QuickBooks Online
Set up a QuickBooks bank feed integration and connect bill pay capability with your Relay account.
Currently, we cannot support outgoing checks sent from the QuickBooks platform using Relay accounts. Bill Pay checks that are mailed out can be sent directly within Relay’s platform, by following these instructions.
Gusto
Set up a Gusto integration with your Relay account by following the steps outlined here.
Hubdoc
Set up a Hubdoc integration within your Relay account by following the steps outlined here.
Dext (Receipt Bank)
Set up a Dext integration with your Relay account by following the steps outlined here.
Platforms Relay connects with
Relay can connect with PayPal, Stripe, Plaid, Square, Venmo, Melio, Shopify, and Wise.
In addition, if there is another third-party platform you wish to connect with, but is not listed below, you still may be able to connect using your Relay account and routing numbers. We may recommend reaching out to the merchant to see if this is something they support.
PayPal
Start connecting your Relay account to PayPal here.
Please note: Relay accounts do not have an eTeller ID. We recommend connecting your Relay bank account to PayPal using your account and routing numbers.
When connecting using your account and routing number, please enter your banking provider as Thread Bank.
Stripe
Start connecting your Relay account to Stripe here.
You will be asked to enter your account and routing numbers when connecting with Stripe. Please refer to this article to learn how to find this information.
When connecting using your account and routing number, please enter your banking provider as Thread Bank.
Plaid
Relay is compatible with platforms that use Plaid. Plaid allows users to link their bank account securely, in a matter of seconds, using their login credentials. Please read more about Plaid here.
Square
Start connecting your Relay account to Square here.
You will be asked to enter your account and routing numbers when connecting with Square. Please refer to this article to learn how to find this information.
When connecting using your account and routing number, please enter your banking provider as Relay Financial.
Venmo
Start connecting your Relay account to Venmo here.
When connecting using login credentials, please enter your banking provider as Relay Financial.
CashApp
Start connecting your Relay account to CashApp here.
When connecting using login credentials, please enter your banking provider as Relay Financial.
Melio
Start connecting your Relay account to Melio here.
Currently, we cannot support outgoing checks sent from Melio. Bill Pay checks that are mailed out can be sent directly within Relay’s platform by following these instructions.
When connecting using login credentials, please enter your banking provider as Relay Financial.
Shopify
Start connecting your Relay account to Shopify here.
You will be asked to enter your account and routing numbers when connecting with Shopify. Please refer to this article to learn how to find this information.
When connecting using your account and routing number, please enter your banking provider as Thread Bank.
Wise
Start connecting your Relay account to Wise here.
When connecting using your account and routing number, please enter your banking provider as Thread Bank.
Platforms Relay does not integrate or connect with
Unfortunately, Relay does not currently integrate with Zelle or Quicken.
Please note: Quicken requires statements to be uploaded in .ofx form. As a workaround, you can download your statements from your Relay account, convert them to the .ofx form and upload them to Quicken.
To integrate with Yodlee, please consider using Plaid to connect to third-party platforms using login credentials.