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Convert a Relay Financial statement to Excel

Turn a Relay Financial statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many bank formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data → ✓ See the accuracy benchmark →
Drop in your Relay Financial PDF — get Excel back, reconciliation-ready.
Convert a statement free →
3 free / month · no card · no bank login
Bigger statement? $9 buys 50 pages one-time — no subscription, credits never expire. Get a pack →

How to convert your Relay Financial statement

  1. Upload the PDF. Drag your Relay Financial statement into BankTidy. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download Excel. Get a Excel spreadsheet that's ready for your books.

Why BankTidy handles Relay Financial statements that other tools miss

Relay Financial is a small-business fintech whose multi-account statements bundle several balances together, which can be tedious to split by hand at reconciliation time. Its statements arrange transactions, transfers, and fees their own way and can carry more than one account in a single file. BankTidy reads the Relay statement PDF exactly as generated rather than assuming a bank-style layout, and it verifies that the transactions it extracts reconcile to the closing balance shown on the statement, so your CSV, Excel, QuickBooks, or Xero export is complete and ready to match against the client's records.

No template setup. Nothing to configure for Relay Financial — upload and go.
Reconciled output. The Excel file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.

Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide

Also: Relay Financial → CSV Relay Financial → QuickBooks Relay Financial → Xero Relay Financial → Google Sheets

Frequently asked questions

Is it safe to convert my Relay Financial statement?

Yes. You upload a statement you already have — there's no Relay Financial login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my Relay Financial statement is scanned or a photo?

Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the Excel output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many Relay Financial statements can I convert?

Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.

Do I have to subscribe?

No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

Ready to convert your Relay Financial statement?
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