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What is Sequence?

Imagine a streamlined approach to your financial transactions, where you can establish intelligent protocols for routing and manage everything effortlessly via a powerful platform. You will be empowered to oversee the distribution of your funds across multiple accounts using an interactive money map that evolves according to your preferences. Capitalize on automated processes driven by smart rules and conditional logic, which will aid in both saving and investing while optimizing your financial management. Our platform is compatible with a variety of accounts, such as checking, savings, brokerage, credit cards, and even cryptocurrency wallets. The Sequence feature allows you to take actionable steps towards implementing your financial strategies right from within the platform. Quickly transfer funds across all accounts, ensuring that your finances are efficiently routed and automated to the best account at the right moment, which helps in reducing debt while giving you a holistic view of your financial landscape. Elevate your financial management capabilities using conditional logic, including creative flows designed with IF statements to maximize your resources. Furthermore, you have the option to invite a partner or financial advisor to work alongside you as an editor, which promotes engagement and keeps everyone involved in your financial decisions. This collaborative method not only enhances transparency but also leads to improved decision-making for more favorable financial results, ensuring that all parties are aligned and working toward shared goals.

What is Kiwili?

Leverage Kiwili to ensure the financial security of your small business by effectively tracking your income and expenses, generating comprehensive accounting reports, and analyzing your cash flow and budget, among other functionalities! This all-encompassing software equips you with every accounting tool you need to stay on top of your finances whenever necessary. Making sure to receive timely payments for your services becomes a simple and user-friendly experience. With Kiwili, you can create polished invoices and estimates, securely accept online payments, and manage your financial documents with minimal effort. Designed specifically for freelancers and small enterprises, Kiwili’s fully online billing and invoicing solution enhances efficiency while conserving your resources. Transitioning from a potential customer to a happy client is made effortless through Kiwili’s CRM features. Whether you’re organizing your client information, following up with leads, or coordinating with your team, our CRM provides all the essential resources to manage your operations effectively. The customer relationship management process has never been as efficient or accessible, enabling you to concentrate on what is truly important—expanding your business and reaching new heights. By utilizing Kiwili, you can also gain insights into customer behavior, allowing for even better service and targeted marketing strategies.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$6.99 per month
Free Trial Offered?
Free Version

Pricing Information

$9.95 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sequence

Company Location

United States

Company Website

www.getsequence.io

Company Facts

Organization Name

Kiwili

Date Founded

2011

Company Location

Canada

Company Website

www.kiwili.com

Categories and Features

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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