Sequence Reviews 23

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!

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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!

I've been a Sequence user for nearly a year now. I have two small businesses - one subscription based, one rental property holding. Sequence allows me first and foremost to easily untangle the "how does my money move", not just for my personal life but for all of my businesses as well. Sequence also allows me to be specific in knowing who has access to what money and when. By creating a checking account and debit card per vendor, I've eliminated the risk of fraud, overdrafts, and over-payment by vendors. On top of being an excellent platform and product, their customer service is the best in the industry. They feel like a friend, not a bank, not an online forum "we'll email you in 1-2 business days", or a chatbot with unhelpful information. The community they've built is helpful and they're leading it.

Love it. Helps keep everything organized

Sequence has been a valuable tool for managing both my personal and business finances. It saves me time by consolidating everything in one place, making financial management more efficient. The automations work well and help streamline recurring tasks like transfers and payments.

For small business owners juggling multiple accounts, Sequence provides a practical way to stay organized and in control.

Sequence has been a game changer. We are a small buisness in Washington state. If we didn't have sequence we would have had to hire a new employee to make daily transfers of our money.

Been using it for a few months and has helped us save a few thousand extra dollars each month and spend less on frivolous stuff. Love being able to automate the budget and actually make sure we’re saving and spending the correct amounts.

I've been using Sequence for a few months now, and it's been a real lifesaver. As someone with several streams of income and various expenses, managing my finances was a daunting task. Sequence's ability to integrate with all my financial accounts makes it so much easier. I've been able to create personalized money rules to automatically direct a percentage of my earnings into savings for taxes and personal expenses. This has allowed me to maintain a disciplined budget without much effort! Plus, it feels great to see progress in my savings without constantly having to monitor everything. If you’re looking for a tool that not only simplifies your finances but also helps you achieve your financial goals, then Sequence is the answer.