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Sequence

FINANCE
Velocity0.0

Sequence is wiring quote-to-cash into a connected finance stack with Workflow review.

billingquote-to-cashworkflowsintegrationsfintech
◆Current state
Sequence has spent Q1 building the connective tissue around a quote-to-cash core: a Sphere tax integration, a Rillet GL integration framing Sequence as the operations layer next to AI-native ledgers, plus a Workflows release with a visual canvas and Watchtower-routed human review. Operational fixes like editing purchase order numbers on sent invoices and authenticated customer portals tighten existing flows. Quote analytics surfaces prospect engagement.
◆Where it's heading
The product is positioning as the orchestration layer in a multi-vendor finance stack, with Watchtower as the human-in-the-loop control plane for Workflows. The Rillet integration explicitly endorses a separation of quote-to-cash from general ledger. Expect more integrations of this shape and deeper workflow templates around quotes, contracts, and renewals.
◆Prediction
The next directional move likely productizes Workflow templates for common quote-to-cash patterns (CPQ approvals, renewals, dunning) so customers do not start from a blank canvas. More tax and ledger integrations should follow Sphere and Rillet.

◆Recent moves

  1. 27d ago

    Credit note service periods

  2. 27d ago

    Revenue waterfall export

  3. 1mo ago

    Automations

    ⚡ SPARK

    Workflows ship as a visual-canvas designer for multi-step processes like quote approvals and contract intake, with human-review steps routed to Watchtower. Adds a programmable orchestration surface on top of the billing core.

    View source ↗
  4. 1mo ago

    Sphere integration

    A Sphere integration automates sales tax calculation, removing a hand-maintained tax engine from the deployment. Standard finance-tooling integration, useful but not directional.

  5. 1mo ago

    Update sent invoice

    PO numbers can now be added or updated on sent invoices without voiding and re-issuing, eliminating a common operational annoyance.

  6. 1mo ago

    Update sent invoice

    Duplicate publish of the same invoice PO update, one day earlier. No additional content.

    View source ↗