Statement-based workflows
Upload supported bank statements and review imported activity without depending on a direct bank connection.
Banking & statements
Bring bank activity into the same finance workspace.
Use supported connection options where available, or statement-based workflows when direct bank connectivity is not the right fit.
Keep historical records useful
Bring earlier banking activity into the transaction workflow so finance history does not start only when a live connection is added.
Review before relying on data
Keep imported transaction details reviewable instead of silently treating every extracted record as final.
Connectivity when available
Direct connection options can be added by provider and region without removing the manual workflow that already works for the business.
How it works
Start manually, connect later without rebuilding history
01
Add the bank account
02
Import a supported statement
03
Review transactions and balances
04
Connect a supported bank later when available
FAQ
Common questions
Does Relaio Finance support every bank?+
No blanket worldwide bank-coverage claim is made. Direct connectivity depends on provider and region, while supported manual statement workflows can be used where available.
Can I use Relaio Finance without connecting my bank?+
Supported manual bank-account and statement workflows are designed for businesses that cannot or do not want to use a direct connection.
What happens if I connect a bank later?+
The banking workflow is designed so historical manual records can remain useful when a supported live connection is added later, rather than forcing the business to start over.
Direct bank availability depends on provider, region and workspace configuration.
Keep the financial work in one place.
Open Relaio Finance and bring the parts of your finance workflow together at your own pace.
Open Relaio Finance