Sequence Description

Envision your financial transactions, establish intelligent routing protocols, and manage everything seamlessly through a robust platform. Gain control over the allocation of your funds across various accounts with an interactive UI money map that adapts to your needs. Leverage automation driven by smart rules and conditional statements to enhance your savings while also investing and fine-tuning your finances. We integrate with all types of accounts including checking, savings, brokerage, credit cards, and cryptocurrency wallets. The Sequence feature is actionable, allowing you to implement your financial strategies directly from the platform. Instantly transfer funds between all your accounts, and efficiently route and automate your finances to the optimal account at the appropriate time, aiding in debt reduction and providing a comprehensive view of your financial situation. Take your financial management to new heights with conditional logic, including innovative flows created with IF statements to optimize your resources. Additionally, you can invite a partner or a financial advisor to collaborate as an editor, ensuring that all stakeholders are informed and engaged in your financial journey. This collaborative approach not only fosters transparency but also enhances decision-making for better financial outcomes.

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Pricing

Pricing Starts At:
$6.99 per month

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Sequence
Headquarters:
United States
Website:
www.getsequence.io

Media

Sequence Screenshot 1
Sequence Screenshot 1 Sequence Screenshot 2
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support

Sequence Features and Options

Sequence User Reviews

Write a Review
  • Name: Steven B.
    Job Title: Business Owner
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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.

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