Client invoicing
Create and track professional invoices while keeping customer billing activity visible to the team.
For Agencies
Keep client billing and agency finance operations in the same picture.
Relaio Finance helps agencies manage invoices, spending, receipts and finance reporting without splitting operational finance across too many tools.
Expense visibility
Review and categorize agency spending so recurring costs and cash movement are easier to understand.
Cleaner finance records
Keep receipts and supporting documents closer to the transactions and workflows they support.
Better operating visibility
Use connected finance records to review income, spending and outstanding customer payments from one workspace.
How it works
A connected finance workflow for service businesses
01
Invoice clients
02
Track incoming and outgoing money
03
Organize receipts and records
04
Review the agency finance picture
Agency finance operations without tool sprawl
Relaio Finance is designed for agencies and service businesses that want a clearer finance operating layer without introducing unnecessary complexity.
Keeping client billing, business spending, documents and reporting connected makes it easier to understand the operational health of the agency and prepare cleaner records for accounting.
FAQ
Common questions
Can multiple team members use the workspace?+
Team access depends on the plan and permissions enabled for your workspace, with controls intended to scale beyond a single user.
Can agencies track customer invoices and payments?+
Yes. Invoicing and payment-status visibility are core finance workflows in Relaio Finance.
Can an accountant review the records too?+
The product is designed to keep records cleaner and easier to share or review with finance professionals where appropriate.
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