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Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais

Leia as opiniões dos outros

Classificada 5 em 5 estrelas

This tool is exactly what I've been looking for! Being someone with an irregular pay schedule who utilizes business and personal accounts, it was impossible to set up transfer and payment rules how I... Ver mais

Classificada 2 em 5 estrelas

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 aski... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

Sequence has completely changed how I manage my business finances. I love the smart rules feature which allows me to automatically set aside money for taxes. It takes one worry off my plate, knowing t... Ver mais

Classificada 5 em 5 estrelas

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 m... Ver mais

Informações sobre a empresa

  1. Serviços financeiros não bancários

Escrito pela empresa

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.


Informações de contacto

4,4

Excelente

TrustScore: 4.5 em 5

30 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Geralmente responde em 14 horas

Como esta empresa usa o Trustpilot

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Classificada 5 em 5 estrelas

Sequence is Magic!

This tool is exactly what I've been looking for! Being someone with an irregular pay schedule who utilizes business and personal accounts, it was impossible to set up transfer and payment rules how I wanted to with my bank and other apps I've tried in the past. Finally, sequence does everything I have been wishing to do. Also, the user interface is beautiful and easy to understand, I was up and running immediately and got everything set up without issue. Everything was so simple and straight forward, it literally felt like magic!

17 de abril de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Sequence has been a game changer

Sequence has been a game changer for me. I’ve always been lazy about saving habits. Having it automatically moved has made an enormous difference. I just look at what I have to spend in my spending pod and thats the end. Additionally their customer service is actually helpful and quick. I prefer a phone number but their chat option it effective and if AI isn’t able to help me it QUICKLY hands me to a person.

24 de março de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Best Financial Router

I have been using sequence for my financial needs since October 2025 and I have had no issues with withdraws and deposits. The staff is also very attentive to issues and resolves them quick. Highly recommend this financial router to anyone looking for better personal financial management.

24 de março de 2026
Opinião espontânea
Classificada 1 em 5 estrelas

Complete scam of a company

Complete scam of a company. They keep ur credit card info, close ur account for no reason, then just charge however much they want whenever they want because u cannot log in and they don't send u receipts after charging u.

19 de outubro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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!

7 de outubro de 2025
Opinião espontânea
Classificada 4 em 5 estrelas

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.

20 de agosto de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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.

7 de julho de 2025
Classificada 5 em 5 estrelas

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 de junho de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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.

23 de junho de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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.

20 de junho de 2025
Classificada 5 em 5 estrelas

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.

11 de junho de 2025
Opinião espontânea
Classificada 2 em 5 estrelas

No response to data privacy questions 😳🧐

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.

2 de maio de 2025
Opinião espontânea
logótipo da Sequence

Resposta da Sequence

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 hello@getsequence.io and the team will reply right away.
Thanks again for holding us to a high standard and helping us improve.
— Gilad

Classificada 5 em 5 estrelas

Small consulting firm

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.

20 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Sequence is a life saver!

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

10 de março de 2025
Opinião espontânea

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