I Tested Relay’s AP Tools...Here’s What I Found

Get $100 FREE with Relay: https://financialtechlab.com/relay Sign up + deposit $100 and Relay will match it 💸 Looking for an accounts payable solution for small business? In this Financial Tech Lab episode, we review Relay Bill Pay and show how it works as both a business banking platform and AP tool. If you're already using Relay for business banking, you may not need a separate bill pay software. In this video, we walk through a step-by-step demo of Relay’s accounts payable features, including bill upload, vendor setup, payment scheduling, and cash flow management. Relay is a great fit if you: ✔️ Already use Relay for business banking or want to get started ✔️ Want a simple, all-in-one AP + banking solution ✔️ Don’t need complex approvals or detailed line-item tracking Have questions about Relay or AP tools? Drop them in the comments! Chapters 00:00 Relay AP Overview 00:45 Relay Banking + Features 02:04 Dashboard Walkthrough 03:08 Uploading Bills (OCR) 04:15 Vendor Setup 05:45 Editing Bills and Line Item Detail 07:15 Scheduling Payments 08:45 Payment Workflow 09:40 Additional Bill Examples 11:30 Limitations of Relay AP 12:45 Real Use Cases 13:45 Final Verdict 15:00 Bonus + Wrap Up Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara Media, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.