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Convert a Relay Financial statement to Google Sheets

Turn a Relay Financial statement PDF into a clean, reconciliation-ready Google Sheets import 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 →
Drop in your Relay Financial PDF — get Google Sheets back, reconciliation-ready.
Convert a statement free →
5 free / month · no card · no bank login

How to convert your Relay Financial statement

  1. Upload the PDF. Drag your Relay Financial statement into Ledgerlift. 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 Google Sheets. Get a Google Sheets import that's ready for your books.

Why Ledgerlift handles Relay Financial statements that other tools miss

Relay Financial is a small-business fintech whose multi-account statements bundle several balances together. Most converters depend on a hand-built parser for each bank, so an unusual layout, a scanned page, or a slightly different account type breaks them. Ledgerlift reads the statement the way a person does, so the bank formats are exactly where it's strongest.

No template setup. Nothing to configure for Relay Financial — upload and go.
Reconciled output. The Google Sheets 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.
Also: Relay Financial → Excel Relay Financial → CSV Relay Financial → QuickBooks Relay Financial → Xero

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 Google Sheets import 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. Ledgerlift 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 Google Sheets 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?

Five per month free, no card. Unlimited on Pro, which also adds automatic categorization and a cash-flow summary.

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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