Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Empower your teams and users to streamline repetitive tasks in a manner that suits them best. With Relay's user-friendly, code-free design, anyone can easily set up workflows in a matter of minutes. This efficiency allows IT departments to dedicate their efforts to more critical priorities. Featuring a versatile interface and an array of robust functions, you can automate both simple tasks and complex processes seamlessly. The outcome is enhanced workflows, exemplified by efficient content reviews, consistent employee onboarding, and expedited contract approvals. However, automation is only effective when there is transparency regarding the status of ongoing tasks. Relay provides visibility into each active workflow, complete with an exportable audit trail. By monitoring and refining business processes, tasks are completed even more swiftly, ensuring that everyone stays in sync. Additionally, since Relay benefits from our comprehensive content platform, you receive increased value for your investment. It effectively handles content review workflows, fosters agency collaboration, and manages product and press release distributions, ensuring that all aspects of your operations run smoothly. Moreover, with the ability to customize workflows, teams can adapt and evolve their processes as needed.
Description
Relay is a comprehensive online banking and financial management solution tailored for small enterprises, enabling them to maintain complete oversight of their cash flow through an integrated system for banking, expense tracking, bill payment, invoicing, and financial automation. This platform allows users to set up as many as 20 distinct checking accounts and two savings accounts, issue both physical and virtual debit or credit cards equipped with spending controls, and facilitates the sending and receiving of payments through various methods such as ACH transfers, wire transfers, and checks, including deposits from services like PayPal, Stripe, or Square. Additionally, Relay empowers businesses to categorize their income and expenses effectively, automate account transfers either by fixed dollar amounts or percentages, and manage fund allocation for taxes, payroll, savings, or profits automatically. The platform also enhances billing processes and vendor transactions by allowing users to upload or email their bills (or sync directly from accounting software), implement customizable approval workflows, and execute payments via ACH, wire, or check right from within the system. By utilizing Relay, small businesses can streamline their financial operations and improve overall efficiency in managing cash flow.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
Yes
Box Shuttle
Yes
Docusign
Yes
Gusto
No
Microsoft 365
Yes
PayPal
No
Plaid
No
QuickBooks Online
No
Square POS
No
Stripe
No
Integrations
Box
No
Box Shuttle
No
Docusign
No
Gusto
Yes
Microsoft 365
No
PayPal
Yes
Plaid
Yes
QuickBooks Online
Yes
Square POS
Yes
Stripe
Yes
Pricing Details
$130 per month
Paid annually
Free Trial
Yes
Free Version
No
Pricing Details
$30 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Box
Founded
2005
Country
United States
Website
www.box.com/collaboration/relay-workflow
Vendor Details
Company Name
Relay Financial
Founded
2018
Country
Canada
Website
relayfi.com
Product Features
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
Product Features
Business Bank Accounts
Bank Wires
No
Bill Pay
No
Billing & Invoicing
No
Business Credit Cards
No
Checking Account
No
Checks
No
Expense Management
No
Instant Payouts
No
No Fee Payments
No
Rewards
No
Savings Account
No
Spend Management
No