Sequence

After 20+ years of supporting fast-growing SaaS scaleups, what financial blind spot do you typically uncover when working with new clients? Founders often assume they can handle the accounting and back office stuff late at night, but never end up getting to it. Investors are now leveraging ERP audit trails, and ignoring runway changes in light of cost changes is a red flag, especially when they’re not noticed / called out proactively. The first of many golden tips from Frank Mastronuzzi and the Punch Financial team 👇

🔐 New on the changelog: RBAC 👀 Control exactly who can view, edit and execute each part of your revenue workflow and assign permissions via 4 distinct user roles (Admin, Finance, Sales, Viewer) Kudos to Henry Li and team!

2015: Completed the Nike Marathon in San Francisco 2024: Finished Top 7% globally in his age group at the world CrossFit Quarterfinals 2024: Featured athlete in an LMLT campaign ‘What am I doing here, I’m an accountant’ 2025: Leading the Sequence x Rillet x Numeral HIIT session as part of SF TECH WEEK by a16z Dean Quiambao, Partner has spent nearly 25 years at Armanino, one of the leading accounting firms in the US. As a young grad, he told Andy Armanino, "I want to be a partner" - and worked his way up to Partner and Chief Relationship Officer. In his words: "I'm NOT an athlete, I did not play high school sports, I played classroom in high school." Despite this, Dean has built relationships with some of the Bay Area's fastest-growing companies whilst maintaining an elite level of Crossfit performance. On October 9th at 7am PST, Dean will be bringing both worlds together as he leads our HIIT session for high-performing operators attending SF Tech Week. We only have 20 branded Sequence x Rillet x Numeral training tops to give away - so sign up below.

Excited for this one. Join Attio x Sequence for a live demo of how B2B scaleups are building their quoting and contract signature workflow by leveraging the Attio <> Sequence integration. Link below 👇

Next Thursday morning (Oct 9th), we're hosting a HIIT session with Rillet x Numeral We had such a good time in SF last month with our CFO dinner and Collect summit that we're coming back for Tech Week by Andreessen Horowitz. Honestly, we thought a HIIT workout would be harder to sell than a 3-course meal and free wine, but who’d have thought that many high-performance operators want to start their day with burpees instead of pastries? (We had a hunch about some of you) We only have 20 branded Sequence x Rillet x Numeral training tops to give away, so sign up below to grab a spot!

Last week's agents webinar with Ramp and Campfire was a hit - so we're doing it again. This time with Attio! Next Wednesday (Oct 8th, 10am PT / 1pm ET), Derek Johnson and Enda Cahill are walking through how teams are scaling their quoting and contract signature workflow by connecting Attio's CRM with Sequence We'll show you exactly how companies like Legora, Thoughtly and StackOne are using Attio for CRM and Sequence for pricing proposals, contract signature and billing to create a seamless workflow. 30 minute live demo - link to RSVP in the comments 👇

Last week, I joined a conversation with Dave Wieseneck and John Glasgow on how agents are transforming financial operations, where each team demo'd some of our recent agentic releases. One key takeaway: introduce agents gradually, the way you would roll out any new process or tool. Start with clear, repeatable, lower-stakes workflows where human oversight is easy. Once trust and reliability are established, expand their scope to higher-value tasks. Ramp shared a great example: their policy agent now handles 80–90% of expense reviews on its own, escalating only the 10–15% that need human judgment. We’re taking the same approach at Sequence with our invoice review agent. An agent which does an initial pass across all invoices, auto-approving the majority and only flagging the 10–15% to a human reviewer that need a closer look. Both examples highlight how agents can extend people’s impact by filtering the noise and freeing up time for the work that really requires human judgment. Thanks again to the Ramp and Campfire teams for making the session possible. Link to the full webinar and a written summary are in the comments 👇

➡️ New in Sequence Never send a quote with the wrong customer name, currency, or dates again. Quote templates now auto populate with customer specific data the moment you select an account - eliminating manual data entry and the errors that come with it.