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Sequence

FINANCE
Velocity5.0

Sequence is filling in the enterprise checklist for its quote-to-cash billing platform.

billingquote-to-cashrevenue-operationserp-integrationenterprise-sso
◆Current state
Sequence ships small, frequent updates across quoting, billing and accounting sync. October brought enterprise SSO, amendment and upsell quotes that change live contracts, two-way QuickBooks sync for payments and credit notes, NetSuite item mapping on credit grants, and one-time-code login for the customer portal.
◆Where it's heading
The product is connecting the whole revenue path, from quote approval through contract changes to the general ledger, while adding the access controls larger customers require. Accounting integrations are getting deeper, not just wider.
◆Prediction
Expect more enterprise controls (roles, audit trails) and further two-way ERP sync, following SSO and the QuickBooks work.

◆Recent moves

  1. 23d ago

    Enterprise Single sign-on

    SSO through Okta, Entra ID or Google Workspace, with an enforce option, checks a key box for enterprise buyers.

  2. 1mo ago

    Tax IDs in customer exports

    Customer CSV exports now include tax IDs.

  3. 1mo ago

    NetSuite items on credit grants

    Credit grants can map to a NetSuite item so revenue lands in the right account.

  4. 1mo ago

    Amendment and upsell quotes

    Executing an amendment or upsell quote now updates the live billing schedule directly, closing the gap between quoting and billing.

  5. 1mo ago

    One-time codes for the customer portal

    Customers log in to the portal and sign quotes with an emailed one-time code, removing password friction.

  6. 1mo ago

    Two-way QuickBooks payment and credit note sync

    Payment reversals and credit note applications made in QuickBooks now sync back into Sequence, making the integration two-way.