How to do the things people do most.

Add your locations, upload last month's bills, confirm what Relay read, and invite the people who will use it.

Cmd-K or / jumps to the search box. Plain words find records and guides; a question gets an answer from your own records.

One flat price for your size, every feature included. Pick the size you expect to need; the price moves only when you pass it.

One location per street address. Everything at that address, and the on-site contact, hangs off it.

When there is no bill to read from: pick the category and type, the provider, and fill in what you know.

Bring in an export from another system or your own list, up to 5,000 rows, with 30 days to undo it.

An add-on rides on a main service. Its cost rolls into that service's bill check so the circuit and its extras read as one expense.

Every bill, contract, quote and order form is kept with the record it belongs to, and listed together under Documents.

Relay reads the PDF and proposes every line. Nothing is saved until a person confirms it.

Each saved bill is compared with the service's agreed price. Over or under by more than $5 or 2% is flagged.

Only what a person confirmed counts as a saving. Each line carries its evidence, and credit claims are tracked until the money arrives.

The date that matters is the last day to give notice, not the contract end. Flags come 120, 60 and 30 days before it.

Describe what you need once. Quotes line up side by side with the total cost over the term worked out for each.

An outage, slow internet or dropped calls becomes a ticket with the service, the location and the provider's reference on it.

Upgrades, extra lines, an office move or a disconnect each become a project with steps, an owner and a due date.

A watched internet circuit is checked every minute. Two misses open a ticket, the third emails, and the outage is logged for a credit claim.

Roles decide access by area: inventory, quotes and projects, bills, support, reports. A site contact sees only their location.

Tag services with who pays for them, see spend split by location or cost center, and build the report finance keeps asking for.

A read-only key lets Claude, ChatGPT, Cursor or your own scripts read the account. Nothing a key reads can be changed through it.

Each client gets its own workspace under your firm. Add their locations, load their bills, then invite their people.

When your firm rebills carrier charges, each invoice line is checked against the carrier's bill, and the client sees the fee it pays.

Upload the distributor's statement, match each payout to a deal, and see what is owed, what arrived and what is still at risk of claw-back.

The quarter's spend, savings, renewals and open work on one page, with your words at the top and a link you can share.