Connect Relay to FiscalInsights
Connect Relay business banking with unlimited accounts.
Integration Features
How It Works
Relay bank accounts connect through a secure feed, importing transactions from all connected checking and savings accounts. Relay's support for multiple fee-free accounts pairs well with FiscalInsights' ability to track and reconcile multiple accounts simultaneously.
How to Connect Relay
Relay is designed for small businesses that practice the Profit First methodology or simply want multiple checking accounts for organized cash management — and they offer unlimited fee-free accounts to make that possible. The FiscalInsights integration connects all your Relay accounts for a unified financial view.
If you use separate Relay accounts for operating expenses, taxes, profit, and owner's pay (the Profit First approach), each account connects individually and is tracked in FiscalInsights as a separate bank account. Transfers between accounts are recognized automatically and recorded as internal transfers rather than income or expenses.
Relay's fee-free structure means the full balance in each account is always accurate — no surprise monthly fees or minimum balance charges to reconcile. Combined with FiscalInsights' AI categorization, Relay users get clean, automated bookkeeping across all their accounts without paying banking fees or accounting software premiums.