liron W.
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.

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.
Sequence (getsequence.io) has 33 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Manhasset, New York
Excellent

Investments & Wealth · Greatneck, New York
Excellent
33 approved reviews, newest moderated first
liron W.
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.
John H.
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.
Amanda W.
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.
Joshua K.
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.
Generalist
I reached out to Sequence weeks ago for clarification on their privacy policy, to their head of customer service vial LinkedIn, while he was friendly and promised help, understood why I was asking about privacy, ultimately no one at Sequence got back to me. —Though the CEO did check out my LinkedIn profile, suggesting that my question was flagged to the c-suite. Nobody responded about how (besides in service delivery) all one’s financial data is used or shared. I nudged the customer service lead again, he apologized for the delay, but still...nothing. For companies that value security, this is a concerning signal, that Sequence can’t clearly articulate their privacy policy.
Response from SequenceMay 6, 2025
Hi Generalist, Gilad here, CEO of Sequence. Thank you for flagging this; the delay is on me, and I’m sorry you had to chase us for an answer. How your data is handled We never sell or rent your personal or financial information. Because Sequence operates through Thread Bank—our federally‑insured banking partner regulated by the FDIC—we share only the minimum data needed for identity verification, account opening, and moving your money. Thread is contractually bound to keep this information confidential and use it solely for those regulated services. Outside of that regulated relationship with Thread, we do not share your personal data with anyone else. You can read every detail in our Privacy Policy here: https://app.getsequence.io/api/documents/privacy_policy - it’s also available in the footer of our website. If there’s anything else you’d like to know, please email us at [email protected] and the team will reply right away. Thanks again for holding us to a high standard and helping us improve. — Gilad
AU
I run a small consulting firm, and Sequence has changed how I manage my income. I love how I can direct a percentage of my earnings automatically into savings accounts for various business needs.
Amit
Sequence has been a lifesaver for my small business. I can effortlessly allocate funds for taxes and savings. The integration with my bank accounts was seamless, and now everything is organized perfectly. It’s like having a personal finance assistant
Andrew J.
As the owner of a small marketing consultancy, keeping track of income and expenses used to be a constant headache. Since starting with Sequence about 6 months ago, I've completely transformed how I manage both my business and personal finances. Honestly the automated financial router has been such a LIFE CHANGER - I can now automatically split my income between business expenses, taxes, personal savings, and investment accounts. No more manually moving money around or stressing about missing transfers. Honestly I was skeptical at first about another fintech tool, but Sequence is different. They're not trying to be a bank - they're focused on giving you better control over your existing accounts. Plus their customer support team is incredibly responsive and they're constantly shipping new features based on user feedback. If you're running a small business and want to get your finances on autopilot while maintaining full visibility and control, I can't recommend Sequence enough. This tool has literally changed how I think about money management. CAN'T RECOMMEND ENOUGH!