The whole financial picture, ready for your AI

Free your agent to act on everything you have, not just what you remember to mention.

Sequence visibility summary showing $23,400 across accounts and a projected $19,000 by the 15th

Your money,
past, present and future

Your agent reads all of it, live.

PAST

Every dollar accounted for.

PRESENT

Your Real Net Position, Live.

FUTURE

Where You’ll Be, Before You’re There.

Get a clear view of what you have, and what you owe

Bank balances, cards, investments, and the loans and liabilities most tools leave out. Your agent works from your real net position, always current.

Your position card showing $17,200 net position, $23,400 assets, and $23,400 owed across checking, savings, and investments
Your position card showing $17,200 net position, $23,400 assets, and $23,400 owed across checking, savings, and investments

Everything your agent can see

Taxes, Savings, Debt, Paying People.
Each Becomes A Rule That Runs Itself.

Balances

Every account and bank, live.

Transactions

Every charge, categorized.

Transfers

Every move made for you.

Liabilities

Cards and loans.

Cash flow

In versus out, over time.

What’s scheduled

What your rules will do next.

Activity feed showing Stripe payout, tax savings transfer, Adobe charge, and payroll transfer
Activity feed showing Stripe payout, tax savings transfer, Adobe charge, and payroll transfer

Every dollar  that moves, and what moved it

Track every transaction through your connected accounts, and every move Sequence makes for you, each tagged with what set it off.

Know where you’re headed, and plan for it

Your scheduled transfers and expenses projected forward, so you see your position before you reach it, and plan around it instead of scrambling to react.

Looking ahead chart showing projected balance rising from $17,200 to approximately $19,000 over the next two weeks
Looking ahead chart showing projected balance rising from $17,200 to approximately $19,000 over the next two weeks

Your agent turns your financial data into whatever view you need

Be able to visualize and interact with your money on a more granular level

PROJECTION

+$4,100 free cash by Sept 1, if nothing changes

ANOMALY FLAG

Adobe billed you twice this month, $540. Worth a look.

THIS WEEK

Rent clears Thursday. Taxes get set aside Friday. You’ll still have $3,900 free after both.

Works where your agent lives

Claude, Cursor, or any MCP Client. Set a flow up with your agent, then let it run.

Claude
Cursor
OpenAI
n8n
VS Code

via MCP