Audience
Companies requiring a tool to automate payments and optimize their finance operations
About Sequence
Visualize your money flow, set smart routing rules, and control it all from one single, powerful platform. Control the distribution of your finances across multiple accounts with a dynamic UI money map. Create automation powered by smart rules and IF statements to boost your savings, as well as invest & optimize your finances. Checking, savings, brokerage, credit cards, crypto wallets, we connect to all of them. Sequence is actionable, so you can execute your financial strategy straight from the platform. Transfer money instantly between all your accounts. Route and automate your money to the right account at the right time to save more, clear debt, and get a clear view of your financials. Elevate your finances to the next level with conditional logic, including IF statements which create unique flows to maximize your financial management. Add a partner or a financial advisor as an editor to keep everyone in the loop.
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Product Details
Sequence Product Features
Sequence Verified User Reviews
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Not thrilled" Posted 2025-10-01
Pros: Convenient option if viable. Cool idea. Nice to have visuals. Decent ease of connecting accounts. Not bad
Cons: 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.
Overall: 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.
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