Learn how

Connect your income sources

Sequence connects all your financial institutions, breaking free from traditional banking limitations. When you link your income sources—including direct deposits, client payments, and side hustle earnings—you empower Sequence to move your money precisely where it needs to go.

Link all financial institutions

Bring your entire financial world into one place - checking and savings accounts, credit cards, loans, investments, and more. Sequence connects to up to 95% of U.S. financial institutions, letting you not just view, but move money across any account you link. No limitations. No silos. If you can connect it, you can automate it.

Create smart rules

Define exactly how your money should move; how much, where it goes, and when it happens. You can use percentages, fixed amounts, dates, or triggers to build the perfect flow for your finances. Whether it’s automatically setting aside 25% of each payment for taxes or moving a fixed amount to savings every month, Your rules make sure every dollar does its job, automatically.

Add IF statements

When needed, you can expand your rules with conditional logic. IF statements let your automations respond to real-life changes, like pausing savings when your balance is low, or sending more to debt when income is high. Your system stays flexible and adapts as life does.

Hands off. Goals on.

This is where you kick back. Sequence keeps everything moving behind the scenes - no discipline required. You stay in the loop with notifications and can tweak the rules as life shifts, but otherwise, your money is working for you on autopilot.