Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Tracy Jepson is the founder and CEO of KANTEX Financial, where she helps small business owners, especially financial advisors and realtors, take control of their finances and achieve profitability through personalized advisory services and Profit First strategies. With a passion for empowering entrepreneurs, Tracy brings over 20 years of experience in business operations, financial management, and strategic coaching. Her mission is to help business owners gain clarity, optimize their operations, and build businesses that support both their financial goals and personal lives.
