Core finance

InvoicingCreate, send and track customer invoices.TransactionsKeep business money movement in one view.InboxCapture finance documents and match them to records.ReceiptsKeep supporting documents close to financial activity.ReportsUnderstand revenue, costs and cash movement.

Records & accounting

CustomersKeep billing and payment context with each customer.Vault & filesKeep business and finance documents organised.Banking & statementsConnect accounts or use statement workflows.Pre-accountingPrepare cleaner records before bookkeeping handoff.ExportsMove reviewed finance records into the next accounting workflow.

AI & workflows

Ask RelaioAsk finance questions and use supported actions.Finance chatRun supported finance workflows from conversation.InsightsUnderstand important changes across finance records.Time trackingTrack billable work and carry it into invoicing.

Explore the full product surface without repeating every feature on the homepage.

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By business

FoundersA clearer finance operating view for founder-led teams.FreelancersInvoice, organise and understand business finances.AgenciesKeep client billing and finance context connected.

More teams

Small businessesReduce finance admin without adding tool sprawl.UAE businessesFinance workflows shaped for UAE operators.

By goal

Get paid fasterKeep invoicing and payment status visible.Understand cash flowSee what is happening across finance records.Reduce finance adminUse AI to understand and prepare routine finance work.

Explore the full product surface without repeating every feature on the homepage.

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Learn

DocumentationGuides for the live Relaio Finance product surface.Customer storiesRelaio-specific customer evidence and stories.Product updatesRelaio-specific release notes and product changes.CompareEvaluate finance products using workflow fit.

Build & automate

AgentsAgent-native finance operations with workspace controls.Autonomous workflowsRun recurring finance work with guardrails.MCPConnect compatible AI clients to finance tools.APIUse approved programmatic access to finance resources.CLIUse structured finance operations from developer workflows.SDKsUse typed developer tooling around finance resources.

Company & access

StoryWhy Relaio Finance is being built.AboutThe product principles behind Relaio Finance.DesktopUse Relaio Finance from supported desktop builds.SupportGet help with your workspace, workflow or integration.

Explore the full product surface without repeating every feature on the homepage.

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Integrations Pricing

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Integrations/Todoist

T

Todoist

Live

Productivity

Use Todoist tasks and project context.

What this connection supports

Connected context

Search and retrieval

Workflow actions

Workspace permissions

Live connection

Open Relaio Finance

Open your workspace to connect or use Todoist. Exact actions depend on provider permissions, enabled modules and the access granted to the connected account.

Open Relaio Finance

Related integrations

Google Calendar Calendly Cal.com

One connected workspace for finance, documents, customers, reporting, AI and automation.

Features

Invoicing Transactions Inbox Receipts Time tracking Customers Vault & files Exports Reports Insights AI Assistant Finance chat

Product

Desktop Pre-accounting Banking & statements Apps & integrations Customer stories Pricing

Resources

Chat Documentation Agents CLI Computer API MCP SDKs Support

Company

Story About Updates Compare For founders For freelancers For agencies For small businesses UAE businesses Privacy Terms

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