getsequence.io

4.8
4.8 Based on 20 reviews

Sequence is an innovative financial automation tool that transforms how small business owners and individuals manage their finances. This platform simplifies financial management by allowing users to view, organize, and optimize their money flow in one pl...

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Average Rating

4.8

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5

20 Reviews

5 Star
90%
4 Star
5%
3 Star
0%
2 Star
5%
1 Star
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Jeff Moralez
What are you waiting for?

Customer services is great! There will be learning curves to anything new and what sets certain products apart from others may initially be price point which works for services such as netflix. When it comes to services for financial management then how to guage a product SHOULD ALWAYS be through the time the company spends with you to implement YOUR unique set of financial goals and sequence takes that seriously... If you are on the fence pull the trigger.... this service is worth its weight in gold and the tech team will make sure you have everything needed so you are able to set it and forget it!

5
Date of experience: Oct 07, 2025
Isaac Smith
Awesome tool!

5
Date of experience: Sep 30, 2025
Rachel Waldron
Modern Cash Envelope System that Works—With Stellar Support

We’ve been using Sequence.io for a while now, and it has made a meaningful difference in how our family manages money. Customer service has been nothing short of amazing. From the beginning, we’ve worked with Colin, who is quick to respond and always ready to troubleshoot or make corrections. That level of responsiveness really sets them apart.The technology itself has a lot of promise, though it hasn’t been without some challenges. We’ve occasionally run into issues with PIN numbers not working and occasional connection hiccups. That said, whenever there has been a problem, support jumped in quickly to get things on track again.We were originally drawn to the system because cash budgeting with the classic envelope method worked for us in theory — but in practice, cash just isn’t as practical anymore. Sequence.io essentially brings that structure into the digital world. It sets clear limits, and once the money in an account is gone, that’s it without a transfer from another account. This has been especially helpful in keeping our family on the same page financially. Instead of overspending, everyone can see exactly what’s available and adjust accordingly. For example, if there’s $97 left, that’s all there is — no temptation to overshoot.At the start, we needed a lot of transfers (above the free allotment) while fine-tuning our categories, but now we can clearly see a path forward. There’s finally a “light at the end of the tunnel” for us financially, and we credit a big part of that to the structure this system provides.Overall, I’d describe Sequence.io as an excellent solution for families or couples who need more discipline and transparency with shared spending. While the tech still has room for improvement, the concept and the customer support behind it make it worthwhile.

4
Date of experience: Aug 20, 2025
Adel Lewis
Amazing product

Amazing product. Easy to set up. Offered a 1 on 1 video call to help with questions and set up. Hands down amazing.

5
Date of experience: Jul 31, 2025
Dirk Walker
Great tool for entrepreneurs

Great tool for entrepreneurs. I hate having to log in to business bank accounts and transfer money around manually. Then once the money gets to my personal accounts, it's the same thing... more manual moving and shuffling around. Banks have such basic money routing options. Sequence has TONS of customization and rules so you can get all the money moving automatically between your business and personal accounts on autopilot. This frees up time and headache of the manual transfer processes. Highly recommend.

5
Date of experience: Jul 07, 2025
Eileen Bell
Running my shop

Running my shop, I let Sequence sync the accounts and schedule payments; month-end close is now a five-minute check instead of an afternoon. Huge value add for us.

5
Date of experience: Jun 23, 2025
Ada Patterson
As a freelancer

As a freelancer, managing my income used to feel overwhelming and disorganized. I’d get paid, but then I’d have to manually move money around, figure out how much to set aside for taxes, and guess at what I could actually spend. Since using Sequence, that stress has completely changed.Sequence has helped me automate my income flow. Every time I get paid, my money is automatically split into the right accounts—taxes, savings, expenses, etc.—without me having to think about it. It’s like having a financial assistant in my pocket, keeping me on track.One of the biggest benefits is clarity. I now know exactly how much money I can use without jeopardizing tax payments or bills. It’s taken a huge mental load off my plate, especially during busy months. I can focus on my work and my clients, and not stress over finances.If you’re a freelancer looking for a smarter way to manage your money, I can’t recommend Sequence enough. It’s helped me feel in control, consistent, and confident about my income.

5
Date of experience: Jun 20, 2025
Cole Lemoine
Useful and easy to use!

5
Date of experience: Jun 19, 2025
Maud Scott
Love the product for our semi-complex personal finances

Love the product! I use it to manage our personal finances and pay off my rental and personal home loans along with achieving our other financial goals. We have 3 main income sources and a few other minor ones and it really helps us organize it all into one place. Any issues I run into, I've had no problem being able to get in touch with someone from support and it's been immensely helpful to do so.

5
Date of experience: Jun 11, 2025
Damian P.
As a small-business owner

As a small-business owner, Sequence quietly pulled all my accounts into one dashboard and automated the routine transfers I used to juggle. The result: clearer cash flow and a few extra hours back each week.

5
Date of experience: Jun 05, 2025

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Business Details

  • Sequence is an innovative financial automation tool that transforms how small business owners and individuals manage their finances. This platform simplifies financial management by allowing users to view, organize, and optimize their money flow in one place.
    With Sequence, you can seamlessly integrate your existing business bank accounts, credit cards, crypto wallets, and popular financial apps like QuickBooks and Xero. The platform's Money Map feature provides a clear visualization of your cash flow, giving you a complete view of all financial activities from income sources to expenses.
    At the heart of Sequence are its powerful automation capabilities. Users can create smart rules with conditional logic to customize how their money is managed. For example, you can automatically set aside a percentage of income for taxes or implement financial strategies like "Profit First" with ease. These features streamline routine tasks such as expense tracking, payroll scheduling, and debt management, freeing up time to focus on growing your business.
    Sequence also offers the flexibility to consolidate both business and personal accounts, providing a holistic view of your financial health. This unified approach simplifies decision-making across all aspects of your finances.
    Whether you're a business owner or managing personal finances, Sequence offers the tools needed to handle money efficiently and clearly. Join the many users who trust Sequence to simplify their financial processes and gain better control over their financial future.
    See more

  • email hello@getsequence.io
  • language https://getsequence.io

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