Relay

As a small business, making money is only half the battle. Knowing what to ~do~ with that money once it lands in your account is just as important...and it raises a lot of challenging questions. Questions like: 👉 How much cash should I keep in my business? 👉 How much should I set aside for slow periods? 👉 And why do I ALWAYS seem to come up short right when critical bills are due? On 📆 Wednesday, July 24 at 2 p.m. ET, we’ll help you answer all those questions and more with an exclusive webinar: 🔶Keep More Cash in Your Business: Cash Flow 101🔶 Led by cash flow expert and Certified Profit First Professional Jason Snider, you’ll walk away with the tools you need to manage your cash flow with ease, and keep those money-induced headaches at bay. 🧘 Here’s what we’ll cover: 🤔 How to forecast future cash flow ✍️ The ins and outs of a cash flow statement 🙅 The dos and don’ts of managing your cash flow 📉 Tips for seasonal cash flow planning 💡 Actionable strategies to keep more cash in your business ❓ A live Q&A to tackle all your burning questions Head here to register! 👉 https://ow.ly/UPe650SEKwv

👩🚀 The year is 2077. 🤖 Artificial intelligence has impacted every aspect of daily life. 🧠 Advanced neural implants have replaced smartphones. 🚀 Humans have colonized Mars... ...and your property taxes can still only be paid by check. 🖋️🫠 When it comes to banking, we’re big believers in all things digital—it’s kind of our thing. But every once in a while, the digital solution just won't cut it...like when you really, reeeally need to cut a paper check. So today, after many (and we mean MANY) requests, we're officially going old school: introducing third-party check books in Relay! With third-party check books, you can order a physical check book from the retailer of your choice (think Staples, Walmart, Costco…you get the idea) with your Relay account and routing numbers printed on them. But that’s not all…we’ve given this old-school option a very modern makeover by turning up the dial on security and control. Here’s what you can do: ✅ Designate a single check-writing account 🔒 Set automatic approval thresholds 👥 Assign check admins to manage approvals 📊 Keep tabs on it all in your Check Dashboard Hit the link in the comments to learn more. Happy check writing! ~ Relay is a financial technology company, not a bank. Banking services provided by Thread Bank; Member FDIC.

We love connecting with Relay customers at conferences, trade shows, and special events. Woodard's Scaling New Heights is no exception! 🎉 These dinners allow us to connect with our customers, share insights, and celebrate successes. This community is so special and we're grateful to be a part of it. 🤗 #SNH24 #ScalingNewHeights

Team Relay has landed in Orlando, Florida for #ScalingNewHeights! This is our fourth Scaling New Heights conference and we couldn’t be happier to kick it off by joining the Bookkeeping Buds for happy hour. We’ll be at booth 145 tomorrow through Wednesday! Come by to say hello! #SNH24

From art school to hospitality to fintech, our all-star Senior Customer Experience Specialist Cyrano S. is living proof that even the most unexpected path can lead to Relay! 🧭 Cy credits his food industry background with helping him build his customer service chops, and he put those skills to use in molding our early one-person phone team into the Customer Experience powerhouse it is today. 💪 Cy is a big fan of the phone team culture, brings it on the field for Relay FC ⚽, and is single-handedly responsible for elevating the CX team’s Slack emoji game 💯. If Cy’s story resonates and you’re interested in exploring Customer Experience in fintech, we want to hear from you! Check out our job board to see all our open roles—link in the comments!

Ready to level up your business finances? This 📅 Wednesday, June 12, we’re bringing together an expert panel of business owners, financial advisors and technology pros for our very first Relay Studio Session! 👇 🔸How to Win Through Smart Business Finance🔸 Coming together live in studio, our panel of experts will dive into the biggest challenges facing the small business market today, and discuss how owners like you can build more financially resilient businesses. 💪 Featuring business leaders from Shopify, Dext, Relay and more, we’ll dive deep on how to build a strong financial foundation that helps your business stand the test of time. 👊 PLUS, you’ll get an exclusive first look at a brand new resource to help you tap into a wealth of invaluable industry expertise: the Relay Advisor Directory! 📖 🗓 June 12, 2024 | 9 a.m. PT / 12:00 p.m. ET 👉 Live panel of small business experts 💬 Chance to win $1,000 in giveaways 🧭 Streamed live from our Toronto studio Check out the link in the comments to register ⬇️

Today, we’re announcing our biggest milestone yet: we’ve raised a $32.2 million Series B, led by Bain Capital Ventures! 🎉 This round of financing is made possible by the small businesses that rely on us for their everyday banking needs, as well as the hard work of the whole team here at @Relay. It’s clear why businesses are making the switch to Relay. 68% of U.S. small business owners report having cash flow problems, and half operate with just 27 days of cash buffer. They’re on a cash flow tightrope, with no toolset that supports them in a meaningful, fundamental way. We’re building that support—an all-in-one financial command center, where business owners can go to understand their cash position, manage back-office processes, and collaborate with their teams on key financial workflows. We’re getting to work on new credit products, developing better spend management features, and gearing up to launch a brand new Advisor Directory to help small businesses find the financial support they need to thrive. And that’s just the tip of the iceberg—we have big plans for a suite of tools that will truly take your cash flow visibility to the next level. We can’t wait to build this next chapter of business banking with all of you. https://lnkd.in/grqm5pkn

Let’s welcome our April new hires to Relay 👋 April was a busy month, with three onboarding cohorts jam-packed with content about our customers, product and mission! Help us make our 12 newest Relayers feel welcomed: - Brandon Stegmaier, Customer Experience Specialist, Phone Support - Juan Buitrago, Data Analyst II - Simrah Ali, Account Executive - Nathan David Hill, Customer Experience Specialist, Phone Support - Sabena Ahmadyar, Senior Manager, Technical Programs, Revenue - Matthew Pollack, Senior Software Engineer I - Brock Jenken, Senior Software Engineer I - Robyn M., Account Executive - Adriana Addai, Customer Experience Specialist, Phone Support - Amandeep Kaur, Risk Analyst - Mishal J Thampi, Risk Analyst - Liam Bull, Senior Site Reliability Engineer I We’re excited for each of our new Relayers to lean into #Getting1PercentBetterEveryDay, as they settle into life at Relay and their new role. 📈 And on the topic of new roles—we’re hiring! Check out the link in our comments for more information.

We’d like to introduce you to Relay’s first Account Managers, Deanna Zubrickas and Emily L.! Deanna and Emily have 5 years of experience between them at Relay, and they have had a tremendous impact on our Sales team. At Relay, we like to #EnjoyTheRide, and this is a great story about how our two Account Managers adopted that value. It was a sunny October afternoon in Reno, Nevada, and our team had just wrapped three days at the Women Who Count Conference (shoutout to the Accounting & Financial Women's Alliance). Deanna and Emily had a whole afternoon before returning to Toronto to make the most of their trip. That sparked an Uber ride to Lake Tahoe, bike rentals, and a sightseeing adventure that eventually led them to this picturesque moment at the state line between Nevada and California. 📸🤩 When Deanna and Emily aren’t at conferences representing Relay, they’re focused on building and deepening relationships with our amazing community of Accountants and Bookkeepers. 🤝 Sounds interesting? We’re currently hiring for both Account Executive and Senior Account Executive roles on our Sales team. Find out more about our open roles at the link in the comments. 👇 💡A tip to succeed as a Relayer from Deanna and Emily: Lean into your growth mindset and be comfortable navigating change—it’s led them both to exciting new opportunities! #hiringtoronto #salestories #enjoytheride

Dreading the next tax season already? 😱 Tax time always comes around again, but the stress doesn’t have to. On 📅 Wednesday, May 22, we'll join the tax experts at Bench Accounting for an exclusive webinar on the year-round habits that will help make tax season a breeze. Check out 🔶 Good Habits for Bigger Savings Next Tax Season 🔶 to learn: 📈 How the current economy could impact your tax bill ⤵️ Tips on lowering your taxes with receipt and expense management 💸 Cash flow tips to ensure you’re not scrambling at tax time 💪 How to set yourself up for a year of good habits that will make tax season a breeze 🤔 Plus, a live Q&A to answer your burning questions Head to the link in the comments to register!