Bank
Relay
Relay, made by Relay Financial, is listed here as a bank.
Relay is online business banking for small businesses, such as contractors and repair shops. Owners open business checking and savings accounts, issue debit cards with spend limits, and split money into labelled sub-accounts like Tax or Payroll. It also holds receipts and expenses, bills to be signed off and paid, and invoices sent to customers, and passes the expense details to accounting software.
What these workflow templates do
Every workflow template below works from an export from a bank and changes nothing in it.
Workflows for banks
No workflow template names Relay yet. The templates below are not written for Relay by name; each is written for a bank.
Audit preparation Workflow template
Works from an export from a bank.
Can see: payments with who entered and approved each. Can change: nothing.
Bank reconciliation preparation Workflow template
Works from an export from a bank.
Can see: bank statement export for the account and month. Can change: nothing.
Payout reconciliation for an online store Workflow template
Works from an export from a bank.
Can see: deposits to find each payout in. Can change: nothing.
Weekly owner business brief Workflow template
Works from an export from a bank.
Can see: cash balances. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Relay
A connector an AI assistant can use.
Published by Relay, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Relay is agreed when the work is scoped: a person who looks after Relay at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Relay MCP connector · MCP serverFound in the maker's own documentation
https://mcp.relayfi.com/mcpRelay's developer docs describe an MCP server at a stated address, through which Claude and ChatGPT can reach a user's Relay data.The maker’s page