Relay: THE BEST Banking Platform for Profit First (Updated Review 2023)
Автор: Self-Employment Sidekick
Загружено: 2023-03-21
Просмотров: 10556
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It's been over a year since my original review of Relay Financial. Since then, their team has been rolling out quite a few new features, and doubling down on their Profit First-friendliness. In fact, Relay just announced that they are now the OFFICIAL banking platform for Profit First.
I dive into some of the new features of Relay 2.0 (and talk about one change that I'm NOT a fan of):
00:00 Introduction
01:32 Season Recap
02:23 The Big Announcement
03:06 New Feature #1
03:56 New Feature #2
04:55 New Feature #3
06:39 New Feature #4
07:05 New Feature #5
07:20 New Partner Bank
07:54 New Feature #6
08:43 New Design
09:22 What I DON'T Like
10:22 Conclusion
And a refresher of some of my favorite features that still apply:
No minimum balance requirements.
Open and manage multiple checking accounts from one dashboard.
Manage multiple businesses with one login.
Great UI/UX.
Simple and snappy mobile app.
Works great with Profit First.
Are they perfect? No. In fact, they’re probably a horrible fit for a lot of people depending on your banking needs. It's ONLINE ONLY (check and cash deposits are available, but no physical locations for in-person support). But for me, they check a lot of boxes that MANY other banks that I've tried in the past just weren’t able to deliver on. And I tried a LOT.
If you are looking for a beautiful online banking experience that works GREAT with the Profit First accounting system, then be sure to take a look at Relay Financial.
http://sidekick.show/relay
#relayfi #profitfirst
*Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank and Evolve Bank & Trust; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.*
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