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
API Access
Has API
Integrations
Box
Box Shuttle
Docusign
Gusto
Microsoft 365
PayPal
Plaid
QuickBooks Online
Square POS
Stripe
Integrations
Box
Box Shuttle
Docusign
Gusto
Microsoft 365
PayPal
Plaid
QuickBooks Online
Square POS
Stripe
Pricing Details
$130 per month
Free Trial
Free Version
Pricing Details
$30 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
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
Product 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