Sequence

Sequence is a financial router that automates and visualizes your financial life. By linking all your financial accounts, Sequence lets you see where your money is going, set up smart routing rules and run sophisticated financial plans from one powerful interface.

Sequence has a dynamic UI money map that gives you a bird's-eye view of your financial situation, with up-to-date balance information and alerts. You can set up automations with smart rules and IF statements to maximize your savings, investments and overall financial control. The rules support conditional logic, for example, transferring money based on a date, percentage or priority.

Among Sequence's features are:

• Dynamic money map: See and control your financial situation across multiple accounts.
• Smart rule automation: Set up rules that transfer money based on specific criteria.
• Conditional logic: Add IF statements to your transfer rules.
• Multi-account connections: Link checking, savings, brokerage, credit cards and crypto wallets.
• Instant transfers: Transfer money between all linked accounts.
• Scheduling and automation: Schedule transfers to execute your financial plan.
• Collaboration tools: Invite partners or financial advisors as editors to keep everyone in sync.
• Industry-leading security: FDIC insured through partner bank Thread, with deposits protected up to $3,000,000.
• Community features: Join the Sequence community for discussions, feature requests and community events.

Sequence has three pricing levels to suit different needs:

• Starter: $6.99 (annually) or $8.73 (monthly) - Unlimited sequences, up to 10 external transfers per month, conditional logic.
• Professional: $12.99 (annually) or $16.23 (monthly) - Up to 25 external transfers per month, direct-deposit coded transfers.
• Business & Personal: $27.99 (annually) or $34.97 (monthly) - Business beneficiaries, up to 100 external transfers per month, get paid up to 2 days early.

With an actionable interface, Sequence hopes to empower people to take control of their financial lives, optimize their financial flow and make better decisions.

Published on June 14, 2024