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.

Pricing

Price Starts At:
$6.99 per month

Integrations

No integrations listed.

Screenshots and Video

Sequence Screenshot 1

Company Facts

Company Name:
Sequence
Company Location:
United States
Company Website:
www.getsequence.io

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Sequence Categories and Features