Become a Trusted Authority on Business Banking | Relay Partner Program | Relay
Relay’s Partner Program for Accountants & Bookkeepers
Become a trusted authority on business banking
Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors. Terms & Conditions
Become a Partner See partner rewards
- Earn $50 - $300 per client onboarded to Relay
- Manage all client banking with a single login from your Partner Portal
- Get more clients through Relay’s Advisor Directory and Ambassador Program
Join our community of cash flow consultants
Our Shared Mission
Give clients Cash Flow Clarity & Control
Small business owners have big expectations from their advisors. Relay’s Partner Program helps you keep them on the money.
Banking built for you and your clients
Hassle-free banking that fits your workflow
See the real numbers. Get clarity with reliable bank feeds that sync with QuickBooks Online and Xero.
Save time with lightning-fast reconciliation. You can kill the guesswork with ultra-detailed data for every transaction.
Stop leaking money. Relay has no hidden fees, overdraft fees or minimum balances.
Manage client banking with a single login
Smooth onboarding. You can onboard clients to Relay directly from your portal.
Easy access. Relay lets you switch between multiple clients’ accounts with a single login, no password-sharing or 2FA codes required.
Permission control. Invite your team and control what they can see or do within each account.
Relay banking. Clients thanking.
Using Relay for less than a year and have been highly pleased with their customer service. Relay's customer service has walked me through set up and ongoing guidance for my clients as well as for my company.
— Elizabeth Mouser
Senior Bookkeeper
Smart switching wizard
Relay automatically captures your client’s existing transactions, ensuring you can move every dollar, deposit, and payment without letting anything slip through the cracks.
Dedicated account manager
Your dedicated account manager will walk you through the ins-and-outs of Relay, help you put together a game plan, and provide white-glove onboarding for your clients. That means training, account creation, and support—whenever you need it.
Banking Partner Certification
Our certification helps you become a trusted advisor for businesses that want to use fintech banking, helping you grow in confidence and get more referrals.
Bronze <$50K Collective Balance |
Silver $50K - $500K Collective Balance |
Gold $500K - $1M Collective Balance |
Platinum $1M+ Collective Balance |
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|---|---|---|---|---|
| One-time cash reward for every approved client that deposits $1,000 total in their first 30 days | $50 | $75 | $100 | $150 |
| One-time cash reward for every approved client that keeps an average balance of $10,000 in their first 90 days | $100 | $125 | $150 | $200 |
| Quarterly revenue share when approved clients use 2+ non-core banking products in their first year* | 0% | 0% | 5% | 10% |
| Relay Scale for your firm at no cost | ||||
| Relay subscription discounts for your clients | 0% | 15% | 20% | 25% |
| Hours of work saved | 3-10 hrs | 9-95 hrs | 60-245 hrs | 250+ hrs |
| Dedicated account manager | — | |||
| Priority white-glove onboarding for clients | — | |||
| Co-marketing opportunities | — | — | — |
- Only applicable to revenue generated from non-core banking products
Relay’s Advisor Directory for Trusted Firms
Stand Out as a Best-In-Class Advisor
64% of small businesses that start banking with Relay still need a reliable accountant or bookkeeper. All our partners get a place in our Advisor Directory, making it easy to attract top-tier clients who bank the way you do.
- Sign up for the Partner Program
- Visit the Advisor Directory
- Grow Your Firm
Grow your business beyond the books
When advisors get together, we learn from one another. Relay regularly hosts virtual events, workshops, and community get-togethers.
Raise your profile as a Relay Ambassador
You can earn more and grow faster as a Relay Ambassador. We’ll sponsor you to run workshops to educate small businesses on banking.
I can happily leave a 5 star review for Relay.
I'm so happy that I went into business when they were already set up and running. Relay has been an important part of my tech stack and my clients appreciate that I can point them to a good banking partner like you guys. Thanks for all you do!
— Elmwood Bookkeepers
Relay has been the best decision we could have made for our growing business.
Our personal relationship manager Bernardo is amazing. He is responsive, proactive and thorough. We could not be happier with our switch to Relay Financial.
— Frankie Fernandez
Very easy to do everything I've needed
Customer service level is off the charts good. Interface with QBO is exceptional. I have over 50 clients as a bookkeeper, and I love working with Relay the best out of the dozens of banks I need to deal with every month.
— Mindy
Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.