Get to know Sequence
Replace broken tools with Sequence, the only platform that helps you run Finance at the speed of sales.
Billing Automation
Bill custom deals on auto-pilot.
CPQ
Craft sales quotes that win deals.
Pricing Engine
Iterate on pricing without breaking billing.
Revenue Recognition
ASC606 revenue recognition, assisted by AI.
Contract Intake
Process contracts in real-time with AI
Agents
Let agents handle the receivables busywork.
Reporting
APIs for real-time event ingestion.
Invoicing
Issue professional invoices in seconds
Usage Metering
APIs for real-time event ingestion.
Watchtower
Review and approve work by Agents.
AI agents for finance,
built on trust
Turn sales contracts into
automated billing
Forward contracts via Slack or email. AI instantly extracts
pricing and deal terms for error-free billing.
Commercial agreement: Ramp & Amara
This Software Sales Agreement ("Agreement") is entered into as of October 17, 2024 by and between:
- Ramp, Inc. ("Buyer"), a company having its principal place of business at 123 Fintech Lane, New York, NY 10001, and
- Amara Technologies ("Merchant"), a company having its principal place of business at 456 Innovation Blvd, San Francisco, CA 94105.
1. Services Provided
Merchant agrees to provide Buyer access to its software product, "LedgerFlow" ("Software"), a cloud-based accounting automation tool, as detailed in Exhibit A. Merchant will deliver services that include but are not limited to hosting, maintenance, and customer support for the Software.
2. Pricing terms
Buyer agrees to pay Merchant subscription fees for access to the Software, as outlined in Exhibit B. Fees include, by way of example,$99 per month for theStandard Plan and $249 per month for theEnterprise Plan. Payment is due within thirty . (30) days of invoice, and Merchant reserves the right to adjust pricing with prior written notice.
Jane SmithPricing flexibility.
From Seed to IPO.
Flexibly bill for usage, outcomes, seats, commitments, credits & more.
Go from sales to product led and everything in between.
Receivables on auto-pilot
Review, edit and issue hundreds of invoices instantly, from recurring billing to real-time usage calculations.
Let agents handle collections. Get paid faster without manual chasing and spreadsheets.
prior to the end of the then-current Term by providing written notice.
Section A: Fees
This order form is prepared for {Customer name}. They are calculated based on the number of payments (as defined in the Terms) and are subject to a Minimum Subscription (as defined in the Terms). Please see key defined terms repeated below for clarity.
Our approach
Agents that run
your revenue operations
Sequence agents read your contracts, send the invoices, chase the payments, and book the revenue. Anything outside your tolerances lands in front of the right person.
Ramp: Set up Ramp billing
Vercel: Run April billing cycle
Webflow: Add PO to invoice
1,247 schedules: Close April books
Shopify: Ingest Shopify MSA
Atlassian: Process amendments
Loom: Chase overdue invoice
Linear: Scan for anomalies
Notion: Triage overage dispute
Ramp: Set up Ramp billing
Vercel: Run April billing cycle
Webflow: Add PO to invoice
1,247 schedules: Close April books
Shopify: Ingest Shopify MSA
Atlassian: Process amendments
Loom: Chase overdue invoice
Linear: Scan for anomalies
Notion: Triage overage dispute
Scan for anomalies
4 anomalies flagged before posting
30s
Chase overdue invoice
INV000318 · 21 days overdue
1m
Process amendments
14 credits · 46 queued for review
2m
Ingest Shopify MSA
Months 1-3 at 50% ramp · live
4m
Close April books
$3.91M recognized · ready to post
7m
Add PO to invoice
PO-44219 added · reply in 18s
12m
Show allNotion's finance team disputed a $5.2k usage overage. The amount is above the auto-resolve limit and touches contract terms, so the AR agent prepared a draft reply and flagged it for a human before sending.
AR agent
ar@sequencehq.com
Re: Overage charge on INV000502
Hi,
Thanks for reaching out about the $5,200 overage on invoice INV000502.
I've pulled the usage records for the period — the overage reflects API calls above your committed tier. I've attached the breakdown so you can verify.
If the numbers don't match your side, reply here and we'll reconcile.
Best,
Sequence AR agent
Customer
Links
T-518Plain.comAutomation
Notes
Add notes...
Ramp: Set up Ramp billing
Atlassian: Process amendments
Webflow: Add PO to invoice
Notion: Triage overage dispute
Linear: Scan for anomalies
Vercel: Run April billing cycle
Scan for anomalies
4 anomalies flagged before posting
30s
Chase overdue invoice
INV000318 · 21 days overdue
1m
Process amendments
14 credits · 46 queued for review
2m
Ingest Shopify MSA
Months 1-3 at 50% ramp · live
4m
Close April books
$3.91M recognized · ready to post
7m
Add PO to invoice
PO-44219 added · reply in 18s
12m
Show allNotion's finance team disputed a $5.2k usage overage. The amount is above the auto-resolve limit and touches contract terms, so the AR agent prepared a draft reply and flagged it for a human before sending.
AR agent
ar@sequencehq.com
Re: Overage charge on INV000502
Hi,
Thanks for reaching out about the $5,200 overage on invoice INV000502.
I've pulled the usage records for the period — the overage reflects API calls above your committed tier. I've attached the breakdown so you can verify.
If the numbers don't match your side, reply here and we'll reconcile.
Best,
Sequence AR agent
Customer
Links
T-518Plain.comAutomation
Notes
Add notes...
1,247 schedules: Close April books
Shopify: Ingest Shopify MSA
Loom: Chase overdue invoice
Hire agents to take
on your manual finance work
If a job is part of your revenue operations, you can hand it to an agent. Describe the role in plain English, set its guardrails, connect the apps it needs, and it runs.
Describe your agent…
Automation / AR agent
AR agent
Sends custom follow-ups, manages cash collection, and answers billing queries.
Instructions
For every inbound email:
- Retrieve the customer's invoice history, active billing schedule, recent payments, open credit notes, and credit balance.
- Read the email carefully and identify what they're asking for.
- Draft a response that directly and clearly addresses their query, using the account data as context.
- Send an immediate acknowledgement to the sender: "Thanks for reaching out — we're looking into this and will be back to you shortly."
Handle these cases autonomously:
- Invoice copy requests → attach the invoice PDF and reply
- Payment status questions → confirm status and any outstanding amount
- Billing address or AP contact update requests → verify the requestor is an authorised contact on the account, make the update, confirm in your reply
- Questions about charges → explain the line items using the billing schedule and usage data
Escalate to human review for:
- Any disputed charge where the customer's figures don't match Sequence records
- Requests to void or credit an invoice
- Requests from a sender who cannot be matched to an authorised contact
- Any query you cannot confidently resolve with the available data
Add more instructions...
Guardrails
Cannot edit payment or banking details
System
Cannot edit invoices or credit notes
System
Cannot edit quotes or schedules
System
Cannot edit workspace settings or integrations
System
Triggers
CC
Add trigger
Tools
Customers
Read & writeSchedules
Read onlyInvoices
Read onlyAdd more tools
Apps
Stripe
Read onlyQuickbooks
Read onlyAdd more apps
Ask the agent anything...
Status
DraftTriggers
CC
Edit
Tools
Read & write
Customers
Read & write
Schedules
Read only
Invoices
Read only
Apps
Stripe
View
Quickbooks
View
Guardrails
Cannot edit payment or banking details
Cannot edit invoices or credit notes
Cannot edit quotes or schedules
Cannot edit workspace settings or integrations
Notes
Add notes...
A library of agents teams have already built
Write custom workflows
that scale with your teams
Revenue operations is never one size fits all. You’re in control. Automate even the most complex revenue workflows with our powerful, intelligent automation engine.
Trigger:
A new quote gets published
Instructions:
If the Annual Contract Value is greater than $25,000 and the product includes a discount, submit the quote for manual review by sending a notification to the #sales-alert channel.
Once the quote is approved, synchronize the quote fields to Salesforce.
If the condition is false, send a quote approval alert by email.
Type your edits...
Describe what you want to automate...
Consumer grade experience, enterprise level security
Experience unmatched tools that make every task feel like a breeze.
| €0.15 / Monthly | |
| €400.00 / One-time | |
| €2.00 / Monthly | |
| €4.00 / One-time | |
| €2.00 / Monthly |
At your command
Search quickly for contracts, invoices and transactions.
Role-Based Access
Control who can view, edit, and approve.
Enterprise Grade Security
SOC 2 and ISO 27001 certified.
Recipient
Shape Software Ltd225 Oscar Drive
New York City, NY
55458
Summary
Custom templates
Delight customers with invoices that match your brand.
Draft | INV001 | |
Draft | INV002 | |
Draft | INV0091 | |
Paid | INV0091 | |
Draft | INV002 |
4 selected
Bulk actions
Clear your billing backlog and automate busy work.
Integrate
Sequence connects with your product and the tools used by your teams.