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.
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Screenshots and Video

Sequence Screenshot 1
Sequence Screenshot 1 Sequence Screenshot 2

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

Finance Software

Sequence Customer Reviews

Write a Review
  • Reviewer Name: Steven B.
    Position: Business Owner
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Not thrilled

    Date: Oct 01 2025
    Summary

    Good idea, they just seem a bit intent on squeezing people for more and more money instead of focusing on providing a great service. You have to treat people well as an early software idea because when competitors crop up within a year the angry people will all switch. I switched.

    Positive

    Convenient option if viable. Cool idea. Nice to have visuals. Decent ease of connecting accounts. Not bad

    Negative

    When I started it was 7.99. A few months in it was 15 per month. I set up everything perfectly as auto transfers, and found out that I capped the number, so it kept adding fees based on transfers. So hardly worth any interest gained from investments when I lost on transfers. Accounts kept disconnecting so I had to reconnect some every time I went on.

    Read More...
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