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Third-Party Integrations

Written by Ari Schlacht
Updated over 4 months ago

Remember: Sequence moves funds between accounts, Pods, and income sources, all of which are real accounts with their own routing and account numbers.

That means any budgeting or accounting app that can track external accounts will also be able to track your movement in Sequence.

If the app can connect to banks, it can connect to Sequence.

Here’s how to link up with some of the most popular platforms.


Google Calendar

You can sync your rule schedules with your Google Calendar to see when automations are planned to run.

  • Go to Settings

  • Click Sync with Google Calendar

  • Once connected, your rule schedules will appear in your calendar just like any other event

This is a great way to stay on top of when transfers or payments are happening.


QuickBooks

QuickBooks integration lets you track every movement in Sequence alongside the rest of your accounting.

How it works:

  • Open the Pod, account, or income source you want to connect

  • View the routing/account number details

  • Enter those details into QuickBooks as you would any external account

From then on, your activity in Sequence shows up in QuickBooks, keeping your books in sync.


Affirm

What is Affirm?
Affirm is a buy-now-pay-later service that lets you finance purchases and pay them back over time.

There are a few ways to bring your Affirm bills into Sequence:

1. Method / Spinwheel (Direct Push)

  • Add your Affirm liability through Add Account → Liability

  • If Method/Spinwheel detects Affirm, Sequence will create a Pod for it

  • You can then add this Pod to your rules, and Sequence will automatically send payments to Affirm

2. Manual Liability (Affirm Pulls Funds)

  • Add a liability in Sequence and choose Connect Manually

  • Plaid/Finicity will fetch your Affirm details (balance, minimum payment, APR, etc.)

  • Add your Sequence Pod’s routing/account number (or debit card) to Affirm

  • Affirm will then draft payments directly from that Pod

  • You can fund this Pod with rules like:

    • Top-up

    • Pay minimum amount

    • Pay statement balance

    • Transfer fixed amount

3. Regular Pod (Envelope Style)

  • Create a Pod called “Affirm Payments”

  • Allocate funds into it using your rules

  • Log into Affirm and provide the routing/account numbers or debit card tied to that Pod

  • Affirm will draft payments directly from there

This gives you flexibility: direct payments, pull-based payments, or simple budgeting envelopes.


Bench

Bench is an online bookkeeping service. You can connect it directly with your Sequence accounts to keep your books up to date.

How to connect:

  • Open the Pod, account, or income source in Sequence

  • Copy the routing and account number details

  • Enter those details into Bench as a new account

Once linked, Bench will track activity from your Sequence accounts automatically.


Monarch Money

Monarch Money is a personal finance app for tracking and budgeting.

You can bring your Sequence accounts into Monarch to get a complete financial picture.

How to connect:

  • Open the Pod or account in Sequence you want to track

  • Copy the routing and account number details

  • Add those details in Monarch as you would when linking a new account

After setup, your balances and transactions from Sequence will appear in Monarch.


YNAB (You Need a Budget)

YNAB is a budgeting platform designed around giving every dollar a job.

Connecting Sequence allows you to sync Pods and accounts directly into your YNAB budgets.

How to connect:

  • Open the Pod, account, or income source in Sequence

  • Copy the routing and account number details

  • Add those details into YNAB as a new account

From there, you can allocate funds in Sequence and see them reflected in your YNAB budgets.


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