Relay

Open multiple Relay checking accounts for different Profit First allocations (Profit, Owner's Pay, Tax, Operating Expenses).

Set up automated transfers to allocate a percentage of each deposit to the appropriate accounts.

Use Relay's reporting features to track the balances in each account and ensure you are meeting your Profit First goals.

Regularly review and adjust your allocation percentages based on your business's performance.

Upload vendor invoices to Relay.

Schedule payments with multi-step approval workflows.

Use batch vendor payments to pay multiple vendors at once.

Track payment status and generate reports for reconciliation.

Create and send invoices directly from Relay.

Set up automated invoice reminders with AI-optimized timing.

Allow customers to pay invoices online via payment request links.

Track invoice status and automatically reconcile payments with your accounting software.

Issue customizable Relay Visa debit cards to employees with built-in spend policies.

Set spending limits and restrictions for each card.

Monitor employee spending in real-time and receive alerts for suspicious activity.

Automatically reconcile employee expenses with receipts.

Connect Relay to your bank accounts and accounting software.

Utilize Relay's AI-powered cash flow forecasting tool.

Analyze historical data and projected income/expenses to identify potential cash gaps.

Adjust your spending and investment decisions based on the forecast.