About
Applies to: Finaloop Accounting
Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Relay Financial activity automatically once you connect Relay as a bank account, and you can export a CSV of your transactions or a PDF statement from Relay and upload it whenever we need data the connection can't provide.
In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Relay, how to find the relevant reports in your Relay Financial account, and how to upload them to Finaloop.
1. Connect Relay Financial to Finaloop
Relay connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Relay isn't connected yet, follow these steps:
Click Connect banks and cards.
In Select institution, select Relay Financial (it's in the list of common banks, or search for it).
Follow the on-screen instructions to sign in to Relay and choose your accounts.
Your Relay accounts then appear in Banks & Cards → Accounts overview.
When we ask you to upload files
Once Relay is connected, you only need to upload files when we ask for them in a mission on your Relay account. This usually happens when:
We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.
We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF bank statements.
2. Exporting a CSV file of your Relay Financial transactions
This guide will walk you through downloading a CSV file of your transactions from Relay's statements page on the web. Relay keeps one statement per month for each checking and savings account, and you can export each one as a CSV. Source: Relay's How to Download or Email Bank Statements From Relay
What you'll need to export a CSV
Your Relay Financial account login credentials (Username & Password)
Steps to export a CSV
Log in to your Relay Financial account using your username and password.
Go to Settings and select Account Statements. You can also get there from Accounts: select the account, click the three dots in the top right corner, and choose View Statements.
Look for the statements relevant to your mission and tick the checkbox next to each one. To show only one account, click Filters and choose it under Account(s).
Click the export button at the top right. It shows how many statements you selected, for example Export 2 Statements.
Choose CSV as the file format and leave Combine into one file unticked (Relay combines files only as a PDF).
Click Export. Your file will now be saved to your browser's downloads.
Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".
3. Exporting a bank statement (PDF) from your Relay Financial account
As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate.
What you'll need to download a statement
Your Relay Financial account login credentials (Username & Password)
Steps to download a statement
Log in to your Relay Financial account using your username and password.
Go to Settings and select Account Statements.
Look for the statements relevant to your mission and tick the checkbox next to each one. To download a single statement, you can click the download icon on its row instead.
Click the export button at the top right, for example Export 2 Statements.
Choose PDF as the file format. If you selected several statements, you can tick Combine into one file to get them as a single PDF.
Click Export. Your file will now be saved to your browser's downloads.
Head over to your mission in Banks & Cards → Accounts overview and upload your PDF statement, following the steps in "Uploading your CSV or PDF to Finaloop".
Note: For a Relay credit account, go to Settings and select Credit Statements instead. Relay credit statements download as PDF files. Source: Relay's Downloading statements for your credit account
4. Uploading your CSV or PDF to Finaloop
In Banks & Cards → Accounts overview, click Review on your Relay account (the button shows the number of open requests, for example Review (1)).
Click Review on the request.
Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.
Click Submit.
You'll see Data submitted successfully once your file is on its way to us.
Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.
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Need help?
If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!