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.

Pricing

Starting Price:
$6.99 per month

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 2.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 2.0 / 5

Company Information

Sequence
United States
www.getsequence.io

Videos and Screen Captures

Sequence Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Sequence Frequently Asked Questions

Q: What kinds of users and organization types does Sequence work with?
Q: What languages does Sequence support in their product?
Q: What kind of support options does Sequence offer?
Q: What type of training does Sequence provide?
Q: How much does Sequence cost?

Sequence Product Features

Sequence Verified User Reviews

Write a Review
  • Steven B.
    Business Owner
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    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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