- [Quoting, Billing & Accounts Receivable Solution](https://www.sequencehq.com/): Sequence automates billing for every custom contract. Get a complete platform for Finance teams to unlock error-free revenue collection at scale. For software companies with custom contracts and hybrid pricing.

- [Pricing | The new standard in quote to revenue](https://www.sequencehq.com/pricing): Manage invoices and payments efficiently with Sequence. Speed up collections, reduce DSO and improve cash flow management. Auto-generate and send invoices to customers in minutes.

- [Customers](https://www.sequencehq.com/customers): See how modern companies grow faster with Sequence. Sequence powers thousands of high-impact businesses. From next-gen startups who reach for the stars to established greats who change the world.

- [About | Revenue automation for next generation Finance and Commercial teams](https://www.sequencehq.com/about): We're building an AI first suite of revenue tools to help B2B teams scale their revenue workflows, from contract to cash.

- [Glossary](https://www.sequencehq.com/glossary): Terms and phrases related to revenue management

- [Sequence Collect](https://www.sequencehq.com/collect): The finance function is moving faster than ever. Agents are taking on more work, and teams need controls and systems they trust while everything moves. Learn how the best Finance and RevOps leaders are doing it, and get your team ready for the new era of agentic finance.

- [Changelog](https://www.sequencehq.com/changelog): Find the latest product updates, improvements and new releases from the Sequence team.

- [The Sequence Blog | From quote to revenue and everything in between](https://www.sequencehq.com/blog): Find Sequence announcements, news, webinars, tools and more to help finance teams and founders work smarter.

- [Sequence | Principles of Revenue Management](https://www.sequencehq.com/principles): Learn how to build a scalable billing and revenue management process for SaaS companies with insights from Sequence. Discover best practices for seamless quote-to-revenue workflows, billing, effective pricing models, and aligning finance and sales goals

- [Concepts of Revenue Management](https://www.sequencehq.com/principles/concepts): Explore essential concepts for building a scalable billing process tailored for SaaS companies with Sequence. Learn how to structure your product catalog, manage SaaS pricing models, automate billing schedules, and optimize quotes and contracts.

- [Best Practices in Revenue Management](https://www.sequencehq.com/principles/practices): Learn how to design professional proposals, choose effective pricing models, and keep packaging simple for a streamlined sales and SaaS billing process. Discover strategies for aligning sales and finance, setting up pricing guardrails, and managing billing complexities like hybrid models and value metrics.

- [Webinars](https://www.sequencehq.com/webinars): Watch on-demand webinars and register for upcoming events. A practical series on building with MCP across finance, operations, and GTM.

# Product Features

- [Sequence Billing – Usage-based Billing for B2B SaaS](https://www.sequencehq.com/products/billing): Sequence effortlessly automates your billing, subscription management and enhances financial accuracy in your SaaS operations.

- [Sequence Insights & Reporting | Track revenue, ageing receivables and usage trends across your customers.](https://www.sequencehq.com/products/insights): Leverage a suite revenue metrics, from ARR to invoiced revenue. Use prebuilt reports and dashboards on top of Sequence data.

- [Sequence Connectors | Sync billing, revenue and invoicing data with your stack](https://www.sequencehq.com/products/connectors): Seamlessly integrate Sequence your tech stack with Sequence. Connect with Salesforce or Hubspot and Xero or Quickbooks and sync with your data warehouse.

- [Sequence CPQ – Quote Any Deal. Bill It Automatically.](https://www.sequencehq.com/products/cpq): Create beautiful, web-based proposals with usage tiers, ramp pricing, and custom terms in minutes. When your customer signs, billing starts automatically.

- [AR Collections](https://www.sequencehq.com/products/receivables-automation): Sequence handles collections, reconciliation, and customer queries automatically, so your finance team stops processing and starts managing.

- [Sequence Revenue Recognition — ASC 606 & IFRS 15 Compliant](https://www.sequencehq.com/products/revenue-recognition): The only Rev Rec engine built on your contract data. Deal terms, pricing, and schedules flow straight through to compliant journals in a dedicated sub-ledger.

- [Sequence Usage Metering | Advanced Usage Metering for B2B SaaS Billing](https://www.sequencehq.com/products/usage-metering): Implement precise usage metering with Sequence. Track consumption accurately, bill based on usage, and provide transparent reporting. Integrate via API, data warehouse or CSV.

# Customer stories

- [How Bridge uses Sequence to scale revenue collection for usage-based contracts](https://www.sequencehq.com/customers/how-payments-platform-Bridge-use-Sequence-to-scale-revenue-collection-for-usage-based-contracts): Acquired by Stripe for $1.1 billion, Bridge is a Sequoia-backed payments platform using stablecoins to simplify global money movement for companies.

- [Why Arch migrated from Stripe Billing to Sequence ](https://www.sequencehq.com/customers/why-arch-migrated-from-stripe-billing-to-sequence): undefined

- [How Heron Data migrated 100+ bespoke, usage-based contracts to Sequence in 4 weeks ](https://www.sequencehq.com/customers/how-heron-data-migrated-over-100-bespoke-usage-based-contracts-to-sequence-in-4-weeks): Heron uses AI to automate document-heavy workflows for Financing Companies, Fintechs and Insurers.

- [How Volume cut month-end by 2 days while doubling their customers](https://www.sequencehq.com/customers/volume): Volume is a leading open banking payments platform enabling one-click checkout without any hidden fees.

- [How Komi uses Sequence to increase win rates by 12% and reduce revenue leakage by 9%](https://www.sequencehq.com/customers/komi): Komi is an all-in-one platform for creators to access brand deals and supercharge their growth.

- [How Infinitus Pay became acquisition-ready with Sequence](https://www.sequencehq.com/customers/How-Infinitus-Pay-became-acquisition-ready-with-Sequence): undefined

- [Why AiPrise went from Stripe Billing to Sequence](https://www.sequencehq.com/customers/why-aiprise-went-from-stripe-billing-to-sequence): undefined

- [Why Inkeep chose Sequence to scale their billing and revenue workflow](https://www.sequencehq.com/customers/Why-Inkeep-chose-Sequence-to-scale-their-billing-and-revenue-workflow): undefined

- [How Duffel bills 150+ customers in 20 currencies with 1 Finance operator](https://www.sequencehq.com/customers/how-duffel-bills-150-customers-in-20-currencies-with-sequence): Duffel is a technology company offering an API for businesses to sell travel-related services.

- [Why Weavr migrated from Chargebee to Sequence](https://www.sequencehq.com/customers/why-weavr-migrated-from-chargebee-to-sequence): undefined

- [Why Kapa Migrated Off Stripe Billing to Sequence](https://www.sequencehq.com/customers/why-kapa-migrated-off-stripe-billing-to-sequence): Kapa helps companies with complex, technical products turn their documentation into accurate AI assistants for their customers.


- [Why Attention went from Stripe Billing to Sequence](https://www.sequencehq.com/customers/Why-Attention-went-from-Stripe-Billing-to-Sequence): undefined

- [Why incident.io migrated from Stripe Billing to Sequence](https://www.sequencehq.com/customers/why-incident.io-migrated-from-stripe-billing-to-sequence): undefined

- [Why Topsort replaced Chargebee with Sequence](https://www.sequencehq.com/customers/why-topsort-replaced-chargebee-with-sequence): undefined

- [Why Obvious migrated from Chargebee + Stripe Billing to Sequence](https://www.sequencehq.com/customers/why-obvious-migrated-from-chargebee-and-stripe-billing-to-sequence-and-equals): undefined

- [How Primer built a modern quote to cash workflow to scale to 1,000 customers](https://www.sequencehq.com/customers/how-primer-built-a-modern-quote-to-cash-workflow-to-scale-to-1000-customers): Primer provides unified payments & powerful commerce automation infrastructure.

- [Why Filed replaced Stripe Billing and PandaDocs with Sequence](https://www.sequencehq.com/customers/Why-Filed-replaced-Stripe-Billing-and-PandaDocs-with-Sequence): As Filed's sales team closed increasingly complex deals, their quote-to-cash infrastructure broke down. Stripe Billing introduced material billing fees on invoiced revenue while Panda docs contracts couldn't be properly mapped into Stripe for automated billing. With finance manually creating invoices and systems creating incorrect deal stages in HubSpot, Filed needed a billing and quote to cash platform built for B2B complexity. Sequence delivered a complete solution in under 4 weeks.

- [How Raspberry AI Scaled Quote-to-Cash and Billing](https://www.sequencehq.com/customers/raspberry-ai): Raspberry AI is an AI design platform that accelerates product development and visual content creation for leading fashion and retail brands

# Labs

- [Sequence MCP](https://www.sequencehq.com/labs/sequence-mcp): An MCP server that lets your agents query and act on your Sequence data — scoped to exactly what each user is allowed to see and do.

- [Contract intake agent](https://www.sequencehq.com/labs/contract-intake-agent): Customer contracts contain a variety of data, including customer details, billing contacts, pricing details, and billing terms. Instead of manually transcribing a contract into Sequence for every new customer, contract intake agent automatically extracts the key information and sets up the customer and billing schedule for review.

# Changelog categories

- [Sequence AI updates](https://www.sequencehq.com/changelog/ai)]:  Discover the latest ai updates and features at Sequence

- [Sequence API updates](https://www.sequencehq.com/changelog/api)]:  Discover the latest api updates and features at Sequence

- [Sequence Billing updates](https://www.sequencehq.com/changelog/billing)]:  Discover the latest billing updates and features at Sequence

- [Sequence CPQ updates](https://www.sequencehq.com/changelog/cpq)]:  Discover the latest cpq updates and features at Sequence

- [Sequence Dashboard updates](https://www.sequencehq.com/changelog/dashboard)]:  Discover the latest dashboard updates and features at Sequence

- [Sequence Integrations updates](https://www.sequencehq.com/changelog/integrations)]:  Discover the latest integrations updates and features at Sequence

- [Sequence Invoicing updates](https://www.sequencehq.com/changelog/invoicing)]:  Discover the latest invoicing updates and features at Sequence

- [Sequence Pricing updates](https://www.sequencehq.com/changelog/pricing)]:  Discover the latest pricing updates and features at Sequence

- [Sequence Revenue recognition updates](https://www.sequencehq.com/changelog/revenue-recognition)]:  Discover the latest revenue recognition updates and features at Sequence

- [Sequence Security updates](https://www.sequencehq.com/changelog/security)]:  Discover the latest security updates and features at Sequence

- [Sequence Usage Metering updates](https://www.sequencehq.com/changelog/usage-metering)]:  Discover the latest usage metering updates and features at Sequence

# Changelog posts

- [Xero journal post mode](https://www.sequencehq.com/changelog/integrations/xero-journal-post-mode): Gives finance teams control over when recognition journals hit Xero. A specific ask from accounting-sensitive customers.

- [Stripe payment retries](https://www.sequencehq.com/changelog/billing/stripe-payment-retries): Automatically retry failed Stripe payments on your invoices. Configure retry behaviour so overdue invoices get a second attempt without manual intervention.

- [CPQ renewals](https://www.sequencehq.com/changelog/cpq/cpq-renewals): Renew a customer straight from a quote and have it apply to their existing billing schedule. The new term is appended as a phase rather than spinning up a separate schedule, keeping the whole contract in one place.

- [Anrok Integration](https://www.sequencehq.com/changelog/integrations/anrok): Connect Sequence to Anrok to automatically calculate and apply sales tax on your invoices. Tax is calculated in real time and broken out as line items, with errors surfaced in Watchtower for review before anything is sent.

- [AR Agent](https://www.sequencehq.com/changelog/ai/ar-agent): Forward customer billing requests to a dedicated agent inbox and let Sequence handle the rest. The agent interprets the request, validates the sender, and prepares a Watchtower task for your review, so you can approve, edit, or reject before any change is made.

- [Sequence MCP](https://www.sequencehq.com/changelog/ai/sequence-mcp): Connect Sequence to any MCP-compatible AI agent (Claude, Cursor, ChatGPT and more) Query invoices, billing schedules, customers, pricing, and revenue data directly in natural language. Authenticate with OAuth 2.0 and get started with a built-in prompt library.

- [Add global search](https://www.sequencehq.com/changelog/dashboard/global-search): Hit ⌘+K anywhere in the dashboard to instantly search across customers and invoices — no more navigating to find what you're looking for.


- [Dunning Workflows](https://www.sequencehq.com/changelog/invoicing/dunning-workflows): Automate payment reminder sequences in Sequence. Configure multi-step reminder emails triggered when an invoice is sent, with flexible timing relative to due dates and optional Watchtower review before each email is delivered.

- [Sort invoices by due date](https://www.sequencehq.com/changelog/invoicing/sort-invoices-due-date): You can now sort invoices by due date, making it easier to prioritize outstanding payments and manage collections at a glance.

- [GoCardless integration](https://www.sequencehq.com/changelog/integrations/gocardless-integration): Sequence now integrates with GoCardless, enabling direct debit payments on invoices.

- [Custom label on billing schedules](https://www.sequencehq.com/changelog/billing/custom-label-on-billing-schedules): Custom label on billing schedules

- [Quote activity logs expansion](https://www.sequencehq.com/changelog/cpq/quote-activity-logs-expansion): The activity log on quotes now captures a fuller history of changes — so you can see exactly what happened and when across the entire quote lifecycle.

- [Expose upcoming invoices for future dated schedules](https://www.sequencehq.com/changelog/invoicing/upcoming-invoices-future-schedules): Future-dated billing schedules now surface their upcoming invoices ahead of time, giving you full visibility into what will be billed before it generates.

- [Credit grants in revenue recognition](https://www.sequencehq.com/changelog/revenue-recognition/credit-grants-revenue-recognition): Credit grants applied to invoices are now factored into recognised revenue, so your reports accurately reflect the net amount earned after any credits are applied.

- [Credit note service periods](https://www.sequencehq.com/changelog/invoicing/credit-note-service-periods): Credit note service periods on PDFs & customer portal

- [Revenue waterfall export](https://www.sequencehq.com/changelog/revenue-recognition/revenue-waterfall-export): Export the full revenue waterfall to CSV, including recognized revenue, deferrals and adjustments across contracts, customers and products

- [Deferred revenue export](https://www.sequencehq.com/changelog/revenue-recognition/deferred-revenue-export): Deferred revenue export

- [Async journal report download](https://www.sequencehq.com/changelog/dashboard/async-journal-report-download): Async journal report download

- [Tax error handling in Watchtower](https://www.sequencehq.com/changelog/ai/tax-error-handling-watchtower): Tax calculation errors on invoices now surface as Watchtower tasks for review, so your team can catch and resolve issues before an invoice is sent.

- [Bank detail activity logs](https://www.sequencehq.com/changelog/billing/bank-detail-activity-logs): Changes to bank details are now tracked in the activity feed, giving you a clear audit trail of when payment details were added or updated.

- [Watchtower multi-status filters](https://www.sequencehq.com/changelog/ai/watchtower-multi-status-filters): Filter manual tasks in Watchtower by multiple statuses at once, so you can quickly focus on what needs review without scrolling through unrelated tasks.

- [Deferred revenue filters](https://www.sequencehq.com/changelog/revenue-recognition/deferred-revenue-filters): Deferred revenue filters

- [Delete activity log notes](https://www.sequencehq.com/changelog/invoicing/delete-activity-log-notes): You can now delete notes from the activity log, keeping your invoice history clean and accurate.

- [Automations](https://www.sequencehq.com/changelog/ai/automations): Workflows let you design quote approvals, contract intake, and other multi-step processes on a visual canvas. When a run requires human review, it sends a notification to Watchtower.

- [Sphere integration](https://www.sequencehq.com/changelog/integrations/sphere-integration): Automatically calculate and apply the correct sales tax to invoices using Sphere, based on the customer, product, and billing details in Sequence.

- [Update sent invoice](https://www.sequencehq.com/changelog/invoicing/update-sent-invoice): Add or update purchase order numbers on sent invoices, without having to void and re-issue.

- [Account period locking](https://www.sequencehq.com/changelog/revenue-recognition/account-period-locking): Lock prior accounting periods to prevent changes to recognised revenue after close. Set a custom lock date and configure your cut-off strategy to suit your close process.

- [Account period locking](https://www.sequencehq.com/changelog/revenue-recognition/account-period-locking): Lock closed accounting periods to prevent retroactive changes to recognized revenue once books are closed.

- [Even-month revenue allocation ](https://www.sequencehq.com/changelog/revenue-recognition/even-month-revenue-allocations): Allocate revenue evenly, either prorated on both ends or balance on last. 

- [Rillet integration](https://www.sequencehq.com/changelog/integrations/rillet-integration): Companies with established systems, such as NetSuite and Stripe Billing, are choosing to build their finance operations on Sequence for quote-to-cash and Rillet as their AI-native general ledger. With our new native integration, these systems now work together seamlessly.

- [Customer portal authentication](https://www.sequencehq.com/changelog/billing/customer-portal-authentication): Customer portals are now authenticated to ensure secure access.

- [Mark credit notes as sent](https://www.sequencehq.com/changelog/invoicing/mark-credit-notes-as-sent): Credit notes can now be marked as "sent" in Sequence. Useful for backfilling historical credit notes or when they're delivered outside Sequence

- [Quote analytics](https://www.sequencehq.com/changelog/cpq/quote-analytics): View unique viewers, total views, and recent quote activity, including when external signers last opened a quote. Monitor prospect engagement directly from the quote sidebar.

- [Quote activity logs](https://www.sequencehq.com/changelog/cpq/quote-activity-logs): Audit any change made to quotes, including edits, signer changes, publishing and acceptance events.

- [Notify countersigners last](https://www.sequencehq.com/changelog/cpq/notify-countersigners-last): You can now choose to notify internal countersigners only after the customer has signed a quote.

This means your CEO, or VPs won’t be pinged prematurely - countersign requests are triggered only once the customer signature is complete.

- [Manually accept quotes](https://www.sequencehq.com/changelog/cpq/manually-accept-quotes): You can now manually accept quotes that were signed outside of Sequence.

- [Mark invoices as sent](https://www.sequencehq.com/changelog/billing/mark-invoices-as-sent): Invoices can now be marked as “sent” in Sequence. Useful for backfilling historical invoices or when invoices are delivered via a customer portal instead of email.

- [Hourly on-demand billing runs](https://www.sequencehq.com/changelog/billing/hourly-on-demand-billing-runs): On-demand billing now runs hourly instead of daily, allowing invoices to be generated much closer to when usage is uploaded.

- [Display monthly rates for annual prices](https://www.sequencehq.com/changelog/cpq/display-monthly-rates-for-annual-prices): You can now display annual prices as an equivalent monthly rate on quotes. This setting helps reduce initial sticker shock and is configurable via a new toggle in quote settings.

- [Embedded signing](https://www.sequencehq.com/changelog/cpq/embedded-signing): Recipients can now open a published quote and sign directly in the same view, through your own custom branded signature emails.

- [Add tables to quotes](https://www.sequencehq.com/changelog/cpq/add-tables-to-quotes): You can now insert tables directly into quotes.

- [Reorder products in quotes](https://www.sequencehq.com/changelog/cpq/reorder-products-in-quotes): You can now reorder the display of products via drag and drop. Helpful for when you're grouping items together, or highlighting product bundles.

- [Numeral integration](https://www.sequencehq.com/changelog/integrations/numeral-integration): Excited to officially announce our new Numeral integration. When an invoice is created in Sequence, Numeral automatically calculates the correct sales tax based on your customer’s location and product tax categories. 

- [Invoice activity logs](https://www.sequencehq.com/changelog/dashboard/invoice-activity-logs): Audit any change made to invoices, including line item edits, reminder emails, recalculations and more.

- [Custom quote duration](https://www.sequencehq.com/changelog/cpq/custom-quote-duration): Configure the exact number of days or months you want a phase to run for - helpful for setting specific contract lengths or shorter POC/free trial periods.

- [Revenue waterfall](https://www.sequencehq.com/changelog/revenue-recognition/revenue-waterfall): Introducing waterfall reports in Sequence revenue recognition. Track recognized revenue, deferrals, and adjustments across all contracts, customers and products in one intuitive view.

- [Auto-execute accepted quotes](https://www.sequencehq.com/changelog/billing/auto-bill-signed-quotes): You can now auto-execute quotes once signed for a seamless quote to cash workflow requiring one less manual step. 

- [Set payment terms on quotes](https://www.sequencehq.com/changelog/cpq/set-payment-terms-on-quotes): Show customers exactly what they're committing to. Quotes now include payment terms - Net 30, Net 60, or custom - so there's no confusion between sales proposal and invoice. Terms flow automatically from quote to billing schedule once accepted.

- [Payment terms on schedules](https://www.sequencehq.com/changelog/billing/custom-payment-terms): Set payment terms once per billing schedule, apply them to invoices automatically. Configure each schedule with Net 30, Net 60, or custom terms -  every invoice automatically matches that contract without manual updates.

- [Introducing Watchtower](https://www.sequencehq.com/changelog/ai/introducing-watchtower): Watchtower is a centralized command center to review, approve, and audit work completed by agents in Sequence. Learn more.




- [Role-based access](https://www.sequencehq.com/changelog/security/role-based-access-control): Control exactly who can view, edit, and execute each part of your revenue workflow. Assign permissions via four distinct user roles. Sales Users create and manage quotes but can't touch invoices, Finance Users handle billing and revenue recognition, View-only users access reports without editing anything, and Admins control settings, integrations and everything else. Expand Sequence across teams without expanding risk. Learn more in our docs.

- [Variables for quote templates](https://www.sequencehq.com/changelog/cpq/variables-for-quote-templates): 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.

- [AI contract intake](https://www.sequencehq.com/changelog/ai/ai-contract-intake): We're excited to announce AI contract intake. Instead of manually parsing  sales contracts, let Sequence do the heavy lifting. Import any sales contract – Sequence extracts customer, billing and pricing information automating downstream billing, invoicing and revenue recognition. In real-time.

- [Redesigned sales quotes](https://www.sequencehq.com/changelog/cpq/redesigned-sales-quotes): We've shipped an improvement to the layout of sales quote documents generated by Sequence CPQ. Quote PDFs now have an improved structure and better reflect your brand.

- [Improved invoice email notifications](https://www.sequencehq.com/changelog/invoicing/improved-invoice-email-notifications): We've overhauled the design of all invoice notification emails sent to customers, including credit notes, payment reminders, failed payments and more.

- [Updated customer portal](https://www.sequencehq.com/changelog/invoicing/redesigned-customer-portal): We've overhauled the customer portal to make it easier for your customers to navigate through their invoice history, credit notes and more.

- [Revenue recognition](https://www.sequencehq.com/changelog/revenue-recognition/revenue-recognition): Streamline your month-end process with automated journal reports, aligned with your accounting conventions. ASC 606 and IFRS 15 compliant. Learn more in our docs.

- [Duplicate invoices](https://www.sequencehq.com/changelog/invoicing/duplicate-invoices): You can now duplicate invoices in just a few clicks via the invoice detail view or directly from the overview table.

- [Invoicing, redesigned](https://www.sequencehq.com/changelog/invoicing/invoicing-redesigned): We've completely redesigned the invoicing experience in Sequence. A new side-by-side view, powerful shortcuts and new controls to ship professional invoices in seconds.

- [HubSpot integration improvements](https://www.sequencehq.com/changelog/integrations/hubspot-integration-improvements): You can now sync published Sequence quotes and other objects back into HubSpot deals and company records.

Learn more in our HubSpot docs.

- [New dashboard settings](https://www.sequencehq.com/changelog/dashboard/new-dashboard-settings): We've overhauled our dashboard settings pages to a cleaner UI with an improved structure and auto-saving for all pages. 

- [Attio Integration](https://www.sequencehq.com/changelog/integrations/attio-integration): We're excited to introduce our new Attio integration. When a deal progresses in Attio, sales teams can instantly create customers in Sequence using accurate company data. With a single click, teams can launch Sequence’s quote builder directly from the Attio deal, maintaining context throughout the process.

Learn more in the Attio app store.

- [Stripe payment retries](https://www.sequencehq.com/changelog/integrations/stripe-payment-retries): You can now retry failed Stripe payments directly from the Sequence dashboard.

- [Billing shortcuts](https://www.sequencehq.com/changelog/billing/billing-shortcuts): Manage upsells, upgrades, renewals and cancellations in a few clicks. Built for sales-led companies with custom deals. Co-terming, automated proration and refunds included.

- [Billing timeline](https://www.sequencehq.com/changelog/billing/billing-timeline): Today we're introducing a new timeline view for billing schedules – making it easier to understand complex, multi-year contracts at a glance.

- [Upload attachments to invoices](https://www.sequencehq.com/changelog/invoicing/upload-attachments-to-invoices): You can now attach files to invoices sent to customers from Sequence. Useful for finance operators who want to provide additional information to customers regarding their bill or contract as part of the invoice.

- [Multiple quote countersigners](https://www.sequencehq.com/changelog/cpq/multiple-quote-countersigners): You can now configure additional quote countersigners in Quote Settings and flexibly select countersigners on each quote for a more streamlined contracting workflow.

- [Duplicate billing schedules](https://www.sequencehq.com/changelog/billing/duplicate-billing-schedules): Need to setup a new customer with a similar billing model to a previous customer? You can now duplicate existing schedules in one click.

- [Keyboard shortcuts](https://www.sequencehq.com/changelog/dashboard/keyboard-shortcuts): Use keyboard shortcuts to navigate through Sequence. Hit cmd + / for an overview of available shortcuts.

- [Updated invoice bulk actions](https://www.sequencehq.com/changelog/invoicing/updated-invoice-bulk-actions): We’ve made bulk actions even better for Finance operators at companies with usage-based pricing. Now you can bulk recalculate, finalize, and send out invoices more performantly, with a real-time progress tracker to keep you informed, for  a smoother, more reliable billing experience.

- [QuickBooks tax code mapping](https://www.sequencehq.com/changelog/integrations/quickbooks-tax-code-mapping): For day 3 of our QuickBooks integration improvements series we are launching tax code mapping and currency conversion. 

Map QuickBooks tax codes to product tax categories and customer's tax status to ensure invoices and line items are accurately categorized in your ERP.

We've also introduced currency conversion for QuickBooks synced invoices in currencies other than your home currency.

- [QuickBooks Item and Account mapping](https://www.sequencehq.com/changelog/integrations/quickbooks-item-and-account-mapping): Next up in our series of QuickBooks integration improvements is item syncing and account code mapping. Push Sequence Products as Items into Quickbooks and assign Account codes, ensuring every invoice is synced correctly. Item and Account code mapping unlocks consistent financial categorization across systems and accurate insights in QuickBooks.

- [Push customers into QuickBooks](https://www.sequencehq.com/changelog/integrations/push-customers-into-quickbooks): The first in our series of Quickbooks integration improvements: Link or create customers in Quickbooks, directly from Sequence. You can now also select the customer's currency to ensure invoices sync correctly.

- [Quote templates](https://www.sequencehq.com/changelog/cpq/quote-templates): We’ve just rolled out a new feature to help you create quotes in seconds. With quote templates, you can pre-define sections, branding, and pricing details – so your team can send professional quotes in fewer clicks. Head over to the “Quotes” tab in your Sequence CPQ workspace and start by saving an existing quote as a template.

- [Saved views](https://www.sequencehq.com/changelog/billing/saved-views): We're excited to launch saved views – save your most frequently used filter combinations for quick access. If you find yourself applying the same filters every billing cycle, this one's for you. Create saved views for high priority customer invoices, the latest billing run, overdue invoices, etc.

- [CPQ improvements](https://www.sequencehq.com/changelog/cpq/cpq-improvements): We've shipped several enhancements to make complex quotes clearer and easier to manage, with more control over their published state.

What's New:

Contract total panel: A new panel shows your contract value breakdown when you're configuring pricing

Custom phase names: Add descriptive names to contract phases (like "3-Month Trial" or "Year 1 Enterprise") that appear on your published quotes

New quote view mode: Group pricing by either contract phase or product on published quotes to match your customers' preferred view

Quote unpublishing: Now you can unpublish quotes when you need to make changes or prevent customer access.

- [New dashboard home](https://www.sequencehq.com/changelog/dashboard/new-dashboard-home): Today we're introducing a redesigned dashboard home in Sequence to help finance teams get a clearer picture of their billing tasks and upcoming schedules.

The new dashboard puts your most important metrics front and center, with streamlined cards showing draft schedules, invoices waiting for review, overdue payments and customers. Each card now clearly indicates what needs your attention and links directly to the relevant section.

- [Equals integration](https://www.sequencehq.com/changelog/integrations/equals-integration): We are excited to launch our new ARR Dashboard powered by Equals, giving fast-growing teams custom dashboards to view their SaaS Metrics including ARR, MRR, churn, expansion revenue, cohort analysis and more. More on the Sequence blog.

- [Merge invoices (Launch week II: Day 5)](https://www.sequencehq.com/changelog/invoicing/merge-invoices-launch-week-ii-day-5): For our final day of launch week, we're launching invoice merging. Finance teams can now consolidate recurring or one-off invoices for customers with multiple subscriptions or services, reducing payment overhead and improving collection rates.

- [Updated dashboard empty states (Launch week II: Day 4)](https://www.sequencehq.com/changelog/dashboard/updated-dashboard-empty-states-launch-week-ii-day-4): For day 4 of launch week, we've refreshed our empty states across the Sequence dashboards, including customers, schedules, products, quotes, usage metrics and more – to provide clearer guidance clearer guidance for faster setup and configuration.

- [Custom phase labels (Launch week II: Day 3)](https://www.sequencehq.com/changelog/billing/custom-phase-labels-launch-week-ii-day-3): For our third release of our Launch Week, we're introducing custom phase labels for contract terms. Purpose built for sales-led companies selling enterprise contracts, phase labels make it easy to track the different terms of with multi-year pricing in a billing schedule.

- [Avalara tax integration (Launch week II: Day 2)](https://www.sequencehq.com/changelog/integrations/avalara-tax-integration-launch-week-ii-day-2): We’re thrilled to announce the second release of our Launch Week: Sequence now integrates seamlessly with Avalara for automated sales tax calculations.

This new integration helps B2B companies streamline their billing and invoicing workflows while ensuring precise and automatic tax calculations, no matter where your customers are located.

Check out our documentation to get started with Avalara in Sequence today.

- [Semi-annual billing (Launch week II: Day 1)](https://www.sequencehq.com/changelog/billing/semi-annual-billing): We're excited to kick off our second product launch week at Sequence. Five days of new product releases and improvements, starting with semi-annual billing.

You can now configure semi-annual billing frequencies to bill customers every 6 months, including fixed fees, usage, overages and more.

- [On-demand billing](https://www.sequencehq.com/changelog/billing/on-demand-billing): Instead of monthly usage-based billing, bill customers on demand for usage. On-demand billing is ideal for businesses that need to bill customers for discrete events, such as batch orders or one-time purchases.

- [Milestone billing](https://www.sequencehq.com/changelog/billing/milestone-billing): Easily manage billing and contract phases tied to key commercial milestones. Purpose-built for enterprise contracts with onboarding or testing phases, milestone billing allows you to bill customers or transition to the next contractual phase once a milestone is marked as complete, while keeping billing in sync.

- [Product tax categories](https://www.sequencehq.com/changelog/invoicing/product-tax-categories): We're excited to release a few major updates to sales tax management in Sequence, including product tax categories. Create tax categories for different products, add tax rates per region and configure tax status at customer level (taxable, reverse charged or exempt).




- [Customer portal credit notes](https://www.sequencehq.com/changelog/invoicing/customer-portal-credit-notes): We've shipped some improvements to the customer portal – your customers can now view and download any issued credit notes directly from their Sequence customer portal.

- [Zapier notification templates](https://www.sequencehq.com/changelog/integrations/zapier-templates): Use Sequence Zapier templates to automate workflows and keep your team in the loop by leveraging webhooks to trigger Zaps. Whether you want to notify your team in Slack when a customer signs a quote or a customer is due for renewal, our templates will help you get started.

- [Credit top ups](https://www.sequencehq.com/changelog/invoicing/credit-customers-with-credit-notes): Need to adjust a customer's invoice or refund a portion of their bill? When issuing a credit note, you can now top up a customer's credit balance. Any credit is automatically applied to future invoices.

- [Redesigned credit notes workflow](https://www.sequencehq.com/changelog/invoicing/redesigned-credit-notes-workflow): We've redesigned credit notes to make it easier for you to correct invoices, and issue adjustments or refunds to customers. 

- [Custom Stripe auto-charging](https://www.sequencehq.com/changelog/integrations/custom-stripe-auto-charging): Built for companies with a hybrid go-to-market motion, you can now configure auto-charging with Stripe per customer. Automatically charge self-serve customers during sign-up while allowing sales-led customers to pay invoices separately.

- [Webhook improvements](https://www.sequencehq.com/changelog/api/webhook-improvements): We've shipped a series of improvements, fixes and documentation updates to make webhooks more robust.

- [Improved CSV exports](https://www.sequencehq.com/changelog/dashboard/improved-csv-exports): We've shipped some improvements to our dashboard CSV exports. You can now CSV export Customers, Billing schedules and Invoices directly from the dashboard.

- [Customer cards](https://www.sequencehq.com/changelog/dashboard/customer-cards): Exit out of endless tabs and view or edit customer details in context, from anywhere. Coming soon to invoices and billing schedules.

- [Integrations sidebar](https://www.sequencehq.com/changelog/integrations/integrations-sidebar): We're excited to introduce a better way to manage integrations in Sequence. Most products treat integrations as an afterthought – with the new integrations sidebar, you can get rich context about the sync status of any object in Sequence. View a related Salesforce opportunity, link a customer with Quickbooks, view a synced invoice in Xero etc.

- [Import contracts into Sequence](https://www.sequencehq.com/changelog/billing/import-contracts-into-sequence): Upload sales contracts, order forms and customer agreements directly into Sequence and get a side-by-side view whenever you're billing a customer.

- [Performance improvements](https://www.sequencehq.com/changelog/dashboard/performance-improvements): We've just shipped several performance improvements across the Sequence dashboard to ensure data tables load and filter more quickly. Look out for additional speed ups in the coming weeks.

- [Sync new customers to Xero](https://www.sequencehq.com/changelog/integrations/sync-new-customers-to-xero): You can now push new Sequence customers into Xero at the click of a button (in addition to linking to existing ones). Once linked, any new Sequence invoice and credit note is automatically synced, ensuring data is consistent and up-to-date.

- [Cover images for quotes](https://www.sequencehq.com/changelog/cpq/add-cover-images-for-quotes): Take your sales quotes to the next level with branded cover images, now part of Sequence CPQ. Create and publish professional quotes that stand out from the competition.

- [Attach documents to quotes](https://www.sequencehq.com/changelog/cpq/attach-documents-to-quotes-for-e-signature): We’re excited to introduce quote attachments to Sequence CPQ. You can now upload additional PDFs such as MSAs or special terms directly to your quotes and get everything signed through one single e-signature.

- [Salesforce Integration](https://www.sequencehq.com/changelog/integrations/salesforce-integration): We're excited to launch our new Salesforce integration – Today we are releasing a deep integration with Salesforce, unlocking range of automated workflows across Sales and Finance. Create Sequence customers, configure pricing, launch the Sequence quote builder and see up-to-date invoices and billing schedule details – all from within Salesforce.

- [Improved usage calculation periods](https://www.sequencehq.com/changelog/usage-metering/improved-usage-calculation-periods): Improved usage calculation periods provide new flexibility for companies with advanced usage-based pricing models. For example, you can now bill customers monthly while counting usage over a quarterly or annual period. View our docs to learn more.

- [Countersigners](https://www.sequencehq.com/changelog/cpq/countersigners): Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.

- [API version: 2024-07-30](https://www.sequencehq.com/changelog/api/api-version-2024-07-30): View our API changelog for an overview of backwards incompatible changes. The previous API version is supported for 60 days

- [List prices](https://www.sequencehq.com/changelog/cpq/list-prices): We’re excited to introduce list prices to Sequence. For each product you’re selling, you can now configure one or more list prices, such as per currency or market segment. List prices act as helpful templates and simplify price configuration on quotes and billing schedules. Learn more in our docs.

- [Stripe integration improvements](https://www.sequencehq.com/changelog/integrations/stripe-integration-improvements): We've released a series of improvements to our Stripe integration, including failed payment notifications and an overhaul of our docs. Learn what's new on our Stripe docs.

- [Updated integrations catalog](https://www.sequencehq.com/changelog/integrations/updated-integrations-catalog): We've redesigned our integrations catalog to a cleaner UI that makes it easier to explore and manage integrations. Each active integration now also has its own, dedicated page for configuration and status tracking.

- [E-signatures for contracts and quotes](https://www.sequencehq.com/changelog/cpq/e-signatures-for-contracts-and-quotes): Now in Sequence CPQ: Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign. Learn more in our docs.

- [Customer contacts management](https://www.sequencehq.com/changelog/dashboard/customer-contacts-management): Contact management makes it easier to track multiple email addresses for a customer. When you create a customer in Sequence via a third party integration you can now easily add any number of associated contacts and use them for billing and invoicing.

- [Roll-up billing](https://www.sequencehq.com/changelog/billing/roll-up-billing): Introducing roll-up billing, our latest billing enhancement for usage-based Saas companies with complex customer structures. Use roll-up billing to aggregate usage charges from multiple accounts customers into a single invoice provided they are in a parent-child relationship. Learn more in our docs.

- [Sequence CPQ](https://www.sequencehq.com/changelog/cpq/sequence-cpq): We’re excited to announce the launch of Sequence CPQ (configure, price, quote), our new quoting and order form builder specifically designed for Fintech, AI, and similar B2B Saas startups. Sequence CPQ supports complex contracts with usage tiers, minimum commitments, and ramped pricing. Watch the demo.

- [Redesiged customer view](https://www.sequencehq.com/changelog/dashboard/redesiged-customer-view): We’ve just shipped a major redesign of the customer view in Sequence to provide you with a more intuitive and streamlined experience.

- [New insights and analytics](https://www.sequencehq.com/changelog/dashboard/new-insights-and-analytics): We’ve shipped a new insights and analytics dashboard to help you track receivables, usage and billing data in Sequence. Spot usage event trends, invoiced revenue, ageing receivables and more. Take a look at our demo mode and see for yourself.

- [API updates](https://www.sequencehq.com/changelog/api/api-updates): We’ve shipped a series of updates to the Sequence API to improve and simplify a number of endpoints. View our API changelog to see what's changed in detail. If you're a Sequence customer, you will receive further details via email.

- [Open ended billing schedules](https://www.sequencehq.com/changelog/billing/open-ended-billing-schedules): You can now configure billing schedules to run indefinitely, helpful for businesses with pay-as-you-go pricing or auto-renewing plans. Also available via API, you can now set a null end date on the billing schedules endpoint to denote an open-ended schedule. In the dashboard, simply select the new ‘Forever’ option as the duration and the schedule will continue to run until canceled or changed.

- [Enhanced filters](https://www.sequencehq.com/changelog/dashboard/enhanced-filters): We’ve overhauled our table and data filtering experience and shipped a series of improvements including improved filtering logic, presets for date-related filters such as due dates or invoice dates and more. Head to our demo mode to see for yourself.

- [Updated dashboard navigation](https://www.sequencehq.com/changelog/dashboard/updated-dashboard-navigation): We've overhauled the look and feel of our navigation across the dashboard. Take a look in our demo mode: demo.sequencehq.com

- [CSV exports](https://www.sequencehq.com/changelog/dashboard/csv-exports): We are excited to announce our new one-click CSV exports feature, designed to make your data handling simpler and more efficient - whether you need detailed reports or data integration with your ERP systems.

- [Invoicing 2.0](https://www.sequencehq.com/changelog/invoicing/invoicing-2-0): We’ve redesigned the Sequence invoicing experience from the ground up, including a revamped invoice editor, updated PDF layouts, enhanced email notifications and improved invoice presentation in your customer portal.

- [API Versioning](https://www.sequencehq.com/changelog/api/api-versioning): We’re excited to launch our new versioned API, designed to give developers more control and flexibility.

- [Minimum fees for usage-based billing](https://www.sequencehq.com/changelog/billing/minimum-fees-for-usage-based-billing): We’re thrilled to announce the launch of minimum fees for usage-based billing. With minimums, you can set a predetermined minimum amount for one or more usage-based prices, ensuring that you always bill for a guaranteed amount regardless of actual usage.

- [Magic link sign-in](https://www.sequencehq.com/changelog/security/magic-link-sign-in): Sequence now supports passwordless sign-in with magic links for better account security. Receive a unique magic link in your inbox and enter Sequence in one click.

- [Billing schedule phases](https://www.sequencehq.com/changelog/billing/billing-schedule-phases): We’re excited to announce the launch of billing schedule phases, a new tool to automate billing changes over time.

- [Custom usage metrics](https://www.sequencehq.com/changelog/usage-metering/custom-usage-metrics): Sequence now supports custom usage metric formulas and parameters for more advanced usage aggregation scenarios. Ingest raw usage data and let Sequence handle complex data mapping and calculation logic.

- [Set floor fees for percentage-based pricing](https://www.sequencehq.com/changelog/pricing/set-floor-fees-for-percentage-based-pricing): We've rolled out an enhancement to our percentage-based pricing features for our Fintech customers. You can now set a minimum unit fee to ensure a fixed minimum charge on smaller transactions, enhancing revenue predictability and ensuring value from every transaction.

- [Enhanced billing setup](https://www.sequencehq.com/changelog/billing/enhanced-billing-setup): We’ve redesigned the billing setup experience to make it easier to translate contracts with custom pricing into automated billing schedules. Add products from your catalogue and create new custom pricing on the fly. Set up and bill for advanced commercial terms in minutes – learn more in our demo mode.

- [Instant charges](https://www.sequencehq.com/changelog/billing/instant-charges): Bill customers for transaction events in real-time with our new instant charges endpoint. Instant charges in Sequence allow you to charge your customers instantly for each usage event, instead of accumulating charges over the whole billing period. Prior to charging a customer, call the new estimation endpoint to get a real time estimate ahead of time. Learn more in our docs.

- [Improved pricing configuration](https://www.sequencehq.com/changelog/dashboard/improved-pricing-configuration): We’ve overhauled our UI to make price configuration a faster and more intuitive experience. Effortlessly choose from existing prices or create new price points on the fly. Head over to demo.sequencehq.com to see what’s new.

- [Sequence demo mode](https://www.sequencehq.com/changelog/dashboard/sequence-demo-mode): Introducing demo mode: Take a product tour of Sequence and see how you can streamline manual pricing, billing and invoicing workflows – demo.sequencehq.com

- [Usage metric filter logic](https://www.sequencehq.com/changelog/usage-metering/usage-metric-filter-logic): Use the improved metric filters to let Sequence handle usage aggregation and filtering complexity, instead of maintaining it yourself. This new enhancements allows you to flexibly combine filters with different operators, providing you with fine-grained controls to aggregate the right usage events.

- [Monthly receivables grid](https://www.sequencehq.com/changelog/invoicing/monthly-receivables-grid): Get a single view of monthly receivables across your customers. Quickly spot discrepancies, see next month’s invoice estimates and compare totals across customers.

- [Invoice quick view](https://www.sequencehq.com/changelog/invoicing/invoice-quick-view): Your monthly billing run has just received an upgrade. Introducing an upgrade to the monthly billing run with the new quick view, enabling the navigation and issuance of invoices with unprecedented speed and confidence. This feature enhances the billing process, providing a streamlined way for operators to manage invoices efficiently. Our new quick view allows you to navigate through and issue invoices with speed and confidence.

- [In-progress invoices](https://www.sequencehq.com/changelog/invoicing/in-progress-invoices): Speed up your month-end with our new in-progress invoices feature. View upcoming invoices and get a preview of next month’s totals based on the latest usage data.

- [Price preview](https://www.sequencehq.com/changelog/invoicing/price-preview): Double check line item calculations on the fly and issue invoices with confidence. The new price preview feature allows you to quickly look up the pricing structure for every line item on an invoice and check calculated amounts.

- [Create draft billing schedules](https://www.sequencehq.com/changelog/billing/create-draft-billing-schedules): You can now save billing schedules as drafts. With draft mode, you can now easily review schedules and make sure pricing, terms and start dates are correct before starting the billing process.

- [Enhanced usage event testing](https://www.sequencehq.com/changelog/usage-metering/enhanced-usage-event-testing): We’ve shipped a few improvements to make it easier to submit test usage events via the dashboard. Choose a customer, select an event type and add optional event properties from your existing event schema.

- [Send invoices to multiple billing contacts](https://www.sequencehq.com/changelog/invoicing/send-invoices-to-multiple-billing-contacts): We’ve shipped a small improvement that makes it easier to manage multiple billing contacts. You can now automatically send invoices to multiple stakeholders at once, instead of manually sending copies via email.

- [Cumulative usage calculation](https://www.sequencehq.com/changelog/billing/cumulative-usage-calculation): The new usage calculation modes feature offer more control over your consumption based billing process. Choose between current-period or cumulative usage tracking, ideal to bill for monthly overages over a running total of customer usage.

- [Send Invoice Test Emails](https://www.sequencehq.com/changelog/invoicing/send-invoice-test-emails): Getting the details right when you're sending invoices to customers is key. You can now send test invoice emails to get a quick preview of what invoice email notifications will look like.

- [Xero Journal Entry Automation](https://www.sequencehq.com/changelog/integrations/xero-journal-entry-automation): Our native Xero Integration now automatically creates accurately dated journal entries in Xero for each invoice line item when a Sequence invoice is synced. Streamline your revenue recognition process instead of creating Xero journal entries manually.

- [Customer Portal](https://www.sequencehq.com/changelog/billing/customer-portal): Introducing a branded portal for your customers to seamlessly access their invoice history, usage and credit balances. The portal can be customized with your own logo and easily shared with any stakeholder. View the docs to learn more.

- [Enhanced Data Tables](https://www.sequencehq.com/changelog/dashboard/enhanced-data-tables): We’re excited to introduce our all-new and enhanced dashboard data tables. With advanced filtering, intuitive column adjustments, and improved view management, navigating through Sequence data is now smoother than ever.

- [Combine advance and arrears billing](https://www.sequencehq.com/changelog/billing/combine-advance-and-arrears-billing): You can now automate billing for contracts that include different types of arrears and advance changes from a single billing schedule. Instead of maintaining different schedules or subscriptions, you can now have a single source of truth for a customer’s commercial terms.

- [Data Warehouse Connectors](https://www.sequencehq.com/changelog/integrations/data-warehouse-connectors): Sequence now connects to data warehouses and databases like Snowflake, Bigquery, Clickhouse and many more. Push customer, billing and usage data or import usage events into Sequence from your data warehouse. Learn more in our docs.

- [Combine multiple discounts](https://www.sequencehq.com/changelog/billing/combine-multiple-discounts): Sequence now automates billing for contracts that include multiple unique discounts across products. Enable your sales team to leverage any discount lever to close a deal, and be confident the billing engine supports it.

- [Live Google Sheets Exports](https://www.sequencehq.com/changelog/integrations/live-google-sheets-exports): You can now live export all of your Sequence data into Google Sheets. Start with one of our existing accounts receivable or usage analytics templates or create your own Google sheet from scratch. Learn more in our docs.

- [Combine multiple billing frequencies](https://www.sequencehq.com/changelog/billing/combine-multiple-billing-frequencies): Automate usage-based billing for complex contracts with multiple billing frequencies. Combine annual, quarterly or monthly usage-based charges charges and let Sequence handle invoicing and usage calculation.

- [Quickbooks Integration](https://www.sequencehq.com/changelog/integrations/quickbooks-integration): Keep Sequence invoices, credit notes and customers in sync with your accounting suite. Our bi-directional Quickbooks Online integration allows you to connect Sequence with your accounting suite effortlessly, ensuring all your financial records stay up to date. Learn more in our docs.

- [Improved Usage Metric Builder](https://www.sequencehq.com/changelog/usage-metering/improved-usage-metric-builder): We’ve made it easier to create new usage metrics when getting started with Sequence. In just minutes, you can set up your first customer, create a usage metric, and set up a billing schedule.

- [Dashboard Home](https://www.sequencehq.com/changelog/dashboard/dashboard-home): We’re excited to launch our new dashboard home. Find links to helpful guides and quick starts to automate your billing process and get a preview of our upcoming demo mode.

- [Recurring Discounts](https://www.sequencehq.com/changelog/pricing/recurring-discounts): Our new recurring discount feature makes it easy to use custom discounts in your sales-led billing or as part of self-serve plans. Apply percentage-based or fixed amount discounts, set a duration and choose the scope (individual products or entire order).

- [Translate sales contracts into automated billing](https://www.sequencehq.com/changelog/billing/translate-sales-contracts-into-automated-billing): We're excited to introduce our new billing setup workflow. Automatically generate compliant, multi-currency invoices for complex pricing models. Set up automated billing for any contract in under one minute and never miss an invoice again.

- [Updated Sequence Dashboard](https://www.sequencehq.com/changelog/dashboard/updated-sequence-dashboard): We're excited to reveal our redesigned dashboard and streamlined navigation - all designed to make your Sequence experience smoother and more efficient.

- [Import Customers from Xero](https://www.sequencehq.com/changelog/integrations/customer-import): Import customers from Xero into Sequence to speed up your onboarding while keeping invoices and credit notes in sync. Learn more about the new customer import feature in our documentation.

- [ISO 27001 Certification](https://www.sequencehq.com/changelog/security/iso-27001-certification): We're excited to announce Sequence has achieved full ISO 27001 certification. This certification ensures our service meets the highest standards for protecting and managing your data. Discover more about our security measures in our docs.

- [Xero Integration](https://www.sequencehq.com/changelog/integrations/xero-integration): Keep Sequence invoices, credit notes and customers in sync with your accounting suite. Our bi-directional Xero integration allows you to connect Sequence with your accounting suite effortlessly, ensuring all your financial records stay up to date. Learn more in our docs.

- [Bulk Invoice Actions](https://www.sequencehq.com/changelog/invoicing/bulk-invoice-actions): Introducing bulk actions for invoice management: Easily finalize, send, or void multiple invoices at once, and update their payment statuses seamlessly.

- [New Integrations Hub](https://www.sequencehq.com/changelog/integrations/new-integrations-hub): Sequence provides native integrations with your existing stack. Our new Integrations Hub makes it easy for operators to manage active integrations and learn more about upcoming ones. Learn more about Integrations in our Docs.

- [Improved Customer View](https://www.sequencehq.com/changelog/dashboard/improved-customer-view): The new customer view page makes it easy for billing operators to stay on top of every customer's invoice history, credit notes and billing details.

- [Unit Caps for Percentage-based Pricing](https://www.sequencehq.com/changelog/pricing/unit-caps-for-percentage-based-pricing): Gain more control over percentage-based transaction fees with fair, capped charges. Available for volume-based pricing models. View our docs to learn more.

- [Offer Prepaid Credits to Customers](https://www.sequencehq.com/changelog/billing/offer-prepaid-credits-to-customers): Offer prepaid credits your customers can burn down over time while ensuring upfront revenue. To learn more about how to grant credits to customers, view our documentation.

- [Improved Invoice Finalizing, Sending and Voiding](https://www.sequencehq.com/changelog/invoicing/improved-invoice-finalizing-sending-and-voiding): We’ve made a few improvements to give operators more control over the invoice and credit note live cycle. You can now void, finalize and send invoices in one click. View our documentation to learn more about how to manage invoices.

- [Updated API Docs & Guides](https://www.sequencehq.com/changelog/api/updated-api-docs-guides): We’ve overhauled our API Documentation & Guides. See worked examples and learn how Sequence helps sales-led B2B businesses simplify pricing, billing and invoicing workflows.

- [Minimum Fees](https://www.sequencehq.com/changelog/pricing/minimum-fees): Billing operators can now set a minimum fee for usage-based plans. Use minimum commitments to ensure a minimum level of revenue from your customers.

- [Redesigned usage event drawer](https://www.sequencehq.com/changelog/usage-metering/usage-event-drawer): The usage event detail drawer has been redesigned — raw event data and metadata are now laid out more clearly, making it easier to inspect and debug incoming events.

- [Add Invoice Discounts](https://www.sequencehq.com/changelog/invoicing/add-invoice-discounts): Billing operators can now easily add one-off Invoice Discounts using the Invoice Editor to provide Customers a fixed amount off their bill.

- [Invoice Editor](https://www.sequencehq.com/changelog/invoicing/invoice-editor): Design, edit and issue invoices to customers from one places. Designed for financial operators, use the Invoice Editor to easily make adjustments and view a preview of invoices sent to your customers.

- [Improved Billing Frequency Setup](https://www.sequencehq.com/changelog/billing/improved-billing-frequency-setup): We’ve simplified the setup of billing start, end and recurrence dates when you are creating a billing schedule in Sequence.

- [Recalculate Invoices](https://www.sequencehq.com/changelog/invoicing/recalculate-invoices): Recalculate charges on draft invoices and reduce manual updates.

- [Auto-issue Invoices to Customers](https://www.sequencehq.com/changelog/invoicing/auto-issue-invoices-to-customers): To simplify your finops even more, we’ve added automatic invoice approvals. Deliver invoices faster while saving time for your team by selecting “Auto-issue” on your next approved invoice.

- [Create Credit Notes](https://www.sequencehq.com/changelog/invoicing/create-credit-notes): The Sequence Invoice Editor now allows you to create credit notes against issued invoices in one click.

- [Billing Simulations](https://www.sequencehq.com/changelog/invoicing/billing-simulations): Test your billing structure and preview future customer invoices on demand.

- [Invoice Branding](https://www.sequencehq.com/changelog/invoicing/invoice-branding): Add branded elements to invoices and credit notes to align your billing with your brand.

- [Percentage Based Pricing](https://www.sequencehq.com/changelog/pricing/percentage-based-pricing): Sequence now supports percentage-based pricing models to allow teams to charge a percentage of transactions or payments processed. Optional flat fees, Volume tiers, and and graduated tiers are all supported.

# Blog posts

- [One train at a time: a guide to database locks in Postgres](https://www.sequencehq.com/blog/trains-and-database-locks): Five metaphors to help understand database locks

- [AI Tooling at Sequence: A Zero-to-One Perspective](https://www.sequencehq.com/blog/guide-to-agentic-engineering): If you feel like you're falling behind on agentic engineering, this is the roadmap I wish I'd had. It covers what I learned going from a nifty autocomplete to planning, supervising, and orchestrating coding agents.

- [Sequence + Anrok: Bill Every Contract, Stay Compliant Everywhere](https://www.sequencehq.com/blog/anrok-integration-sales-tax-compliance): Fast-growing B2B companies hit billing complexity and tax compliance at the same time. Sales closes multi-year, usage-based deals across different jurisdictions and Finance needs to invoice these custom contracts accurately and stay tax compliant everywhere. With the new Sequence + Anrok integration, Sequence handles quoting and billing for any contract, Anrok handles global tax compliance. It's been one of the most requested integration from customers and prospects over the last year and we're excited for it to launch.

- [AI agents for finance, built on trust](https://www.sequencehq.com/blog/agents-built-on-trust): You can hand the operational work around billing to an agent without giving up trust in the numbers. The calculation stays deterministic, and a person signs off before anything runs.

- [Sequence integrates GoCardless for Direct Debit billing](https://www.sequencehq.com/blog/gocardless): Sequence now supports GoCardless as a native payment method, bringing bank-to-bank Direct Debit collection to the UK, Europe, and the US. You can enable it on one-time invoices or billing schedules. Customers authorize a mandate through the Sequence customer portal, and invoice payment status updates in Sequence automatically when a payment completes.

- [The Essence of OAuth 2.0: MCP Edition](https://www.sequencehq.com/blog/oauth-for-mcp): OAuth 2.0 is one of the most relevant protocols today for secure delegation, so what better way to celebrate the launch of our MCP server than to take a deep dive through its lens?

- [How we create and test PDFs at Sequence](https://www.sequencehq.com/blog/how-we-create-and-test-pdfs-at-sequence): .

- [Introducing Sequence Labs](https://www.sequencehq.com/blog/sequence-labs): For the past several months, we've been scoping and building agents at Sequence. Today we're sharing some of that work publicly as Sequence Labs. This is where we share what we're prototyping, what's live, and what we've learned. Some of it will ship. Some of it won't.


- [Introducing the Sequence Finance Advisory Board](https://www.sequencehq.com/blog/finance-advisory-board): Twelve finance and revenue operations leaders have been working with us over the past several months. They've been in our advisory sessions, on our roadmap calls, and helping us cut through the noise in a category that's making it harder than it should be for teams to figure out what actually matters. Today we're making the Sequence Finance Advisory Board official.

- [My first 3 months at Sequence](https://www.sequencehq.com/blog/my-first-3-months): A not-very-filtered look at my first three months at Sequence. Reflective, occasionally tangential, probably worth a read.

- [How the Rules of SaaS Pricing Are Being Rewritten, with Northlane](https://www.sequencehq.com/blog/how-the-rules-of-saas-pricing-are-being-rewritten-northlane): Pricing strategy is one of those topics where everyone has an opinion and very few people have done the hard work of going from theory to execution. We spoke with Saagar at Northlane, a pricing strategy firm working with VC-backed scale-ups like n8n, PeecAI, DeepL, about what AI has genuinely changed in the pricing world and where the hard implementation challenges actually sit.

- [Introducing Sequence Automations: The Operational Layer for Revenue Teams](https://www.sequencehq.com/blog/automations): For most B2B companies, the coordination work around revenue (approvals, escalations and collections follow-ups), still runs on Slack threads, forwarded emails, and spreadsheets. Today we're launching Automations at Sequence, the first step in our automation initiative, with workflows live this week and agents to follow on the same foundation.

- [E-Invoice Compliance for B2B Companies: 2026 Guide](https://www.sequencehq.com/blog/e-invoice-compliance): If you're a B2B company operating in Europe, e-invoicing mandates are no longer something to forget about until a later date. France requires compliance from September 2026, Germany's receiving requirement is already in effect, and Belgium's mandate started January 2026. This guide covers what e-invoice compliance means for your billing operations, which countries require electronic invoicing, and how to stay compliant when your pricing is complex — including why we chose Invopop as the infrastructure to make it work.

- [Sequence + Aleph: Modern Finance Stack for Billing and FP&A](https://www.sequencehq.com/blog/sequence-aleph-partnership): As finance teams scale, the gap between operational execution and strategic planning creates friction. Billing data lives in one system. Planning and forecasting live in another. Someone on the finance team ends up manually bridging the two.

Sequence is partnering with Aleph to help close that gap.


- [Building Investor-Grade Finance from Day One: Stratix Advisory](https://www.sequencehq.com/blog/stratix-advisory-fractional-cfo): Brian Coburn and Syed Ahsan spent years running diligence on hundreds of deals. Now at Stratix Advisory, they build finance functions for venture-backed companies from an investor's perspective—anticipating diligence questions before they're asked and using tools like Sequence to automate revenue recognition.

- [The Global CFO Playbook for International Billing & Compliance](https://www.sequencehq.com/blog/global-cfo-playbook-international-billing): A conversation with Abacum and Sphere on international billing, multi-currency pricing, and cross-border tax compliance for finance teams scaling globally.

- [Get Invoicing or Paid Trying: Our New Monthly Webinar](https://www.sequencehq.com/blog/live-pricing-model-webinar): We're running a monthly webinar where we model complex pricing scenarios live in Sequence.

Bring us the contract your current billing system can't handle - the one that needs manual workarounds every month. We'll work through the pricing structure (your commercial details stay anonymous).

If we can handle it, we’ll offer to buy you out of your existing vendor contract. If we can't, we'll buy you a free breakfast or lunch.

- [Sequence + Invoice Butler: Close the loop from billing to cash](https://www.sequencehq.com/blog/sequence-invoice-butler-close-the-loop-from-billing-to-cash): Modern billing platforms have solved quote-to-cash complexity. Usage-based pricing, multi-year ramps, custom contract terms—Sequence handles all of it. But for most finance teams, the work doesn't end when an invoice is finalized. It ends when the payment hits the bank.

That's where Invoice Butler comes in. With our new integration, Sequence customers can now automate the entire path from contract to cash. No manual handoffs between billing and collections. No invoices sitting in portals waiting for someone to upload them. No finance team members chasing down payments that should have arrived weeks ago.


- [Sequence + Rillet: The Modern Finance Stack](https://www.sequencehq.com/blog/sequence-and-rillet-the-modern-finance-stack-is-here): The AI-native finance stack is forming, and next-gen ERPs like Rillet are at the center of it. Companies with established systems, such as NetSuite and Stripe Billing, are choosing to build their finance operations on Sequence for quote-to-cash and Rillet as their AI-native general ledger. With our new native integration, these systems now work together seamlessly.

This matters because Sequence handles what legacy billing systems can't: multi-year ramped pricing, backdated contracts, percentage-based pricing, flexible usage minimums, mid-contract co-terms, and every other contract variation sales teams actually close. When you pair that flexibility with Rillet's AI-native ERP, finance teams finally get both: the ability to bill any contract accurately and the intelligence to close books in hours instead of weeks.


- [From Engineering to the CFO Seat: Johnnie Walker on Building Rooled](https://www.sequencehq.com/blog/from-engineering-to-the-cfo-seat-johnnie-walker-on-building-rooled): Johnnie Walker started his career as an engineer at BAE Systems. Now he co-runs Rooled, an outsourced finance and accounting firm serving venture-backed startups from incubation through Series D, with clients including Slack, Pinterest, Lithic, and Rocket Money. That journey through sales, teaching impact investing at Columbia Business School, and years in the fractional CFO trenches gives him a distinctive lens on what it takes to succeed in this space and how finance leaders can set themselves up for success making the leap.

- [Shay CPA on the finance decisions that matter at each stage](https://www.sequencehq.com/blog/shay-cpa-on-the-finance-decisions-that-matter-at-each-stage): Accounting is the thing founders push off until it bites them. Akshay, Founder and CEO of Shay CPA, has spent years watching companies learn this lesson the hard way. His firm helps early-stage tech companies avoid the 3-6 month cleanup projects that derail new finance hires. We sat down with him to talk about the mistakes that compound into expensive problems, when to upgrade your tooling and why the AI hype is scaring students away from accounting careers.

- [2025 in Review](https://www.sequencehq.com/blog/2025-in-review): 2025 was our strongest year yet - driven by 10× revenue growth, a $20m Series A, alongside 60+ brand new customer-facing product launches.

- [Top 7 AI Tax Software for Finance and RevOps Teams](https://www.sequencehq.com/blog/ai-tax-software): Explore the best AI tax software for finance and RevOps teams. Simplify compliance, automate tax processes, and navigate complex regulations effortlessly.

- [Sequence secures $20M Series A](https://www.sequencehq.com/blog/sequence-announces-series-a): to build AI agents that automate revenue operations

- [How we interview engineers at Sequence](https://www.sequencehq.com/blog/how-we-interview-engineers-at-sequence): Our interview process isn’t a secret and we believe setting expectations will set people up for success. If you're considering applying to Sequence or if you're already in the process, this post is for you.

- [Our Engineering Principles](https://www.sequencehq.com/blog/engineering-principles): We power the revenue cycle for high-growth companies like Cognition and incident.io. We've distilled how we work into a set of engineering principles - ones that help us move fast and ship confidently as we scale.

- [How airCFO helps startups build scalable back office operations: Lessons from 200+ early-stage companies](https://www.sequencehq.com/blog/how-aircfo-helps-startups-build-scalable-back-office-operations-lessons-from-200-early-stage-companies): Most founders treat their back office as an operational necessity. Alex Wittenberg and his team at airCFO turn it into a competitive advantage.

After supporting 200+ early-stage VC-backed startups, airCFO has identified the patterns that separate companies with scalable financial operations from those constantly fighting fires. We spoke with Alex about the mistakes that create operational debt, the tooling decisions that matter at each stage, and how AI is changing what finance teams actually do.

- [Building a human in the loop interface](https://www.sequencehq.com/blog/building-a-human-in-the-loop-interface): We're starting to see the early signs of a new operating model for software. One where agents anticipate what operators need and complete multi-step workflows autonomously. Instead of humans operating software, humans oversee agents operating the software.

- [Introducing Sequence 2.0](https://www.sequencehq.com/blog/introducing-sequence-20): Today, we're launching Sequence 2.0: The first AI-native revenue automation platform built from the ground up for modern finance teams. Sequence 2.0 is a complete revenue suite, including CPQ, Billing and Revenue recognition.

- [Agents in Financial Operations, with Sequence, Ramp and Campfire](https://www.sequencehq.com/blog/agents-in-financial-operations-with-sequence-ramp-and-campfire): Hear from Riya Grover (Sequence), Dave Wieseneck (Ramp) and John Glasgow (Campfire), as they demo agentic workflows across the finance stack and dive into how AI agents are reshaping finance operations. The conversation revealed how three companies are moving beyond traditional chatbots to embed intelligent agents directly into critical finance workflows.

- [The Fractional Finance Playbook: Lessons from 20+ Years of Scaling Startups](https://www.sequencehq.com/blog/the-founders-finance-playbook-lessons-from-20-years-of-scaling-startups): Frank Mastronuzzi has guided hundreds of fast-growing companies through their most critical financial decisions at Punch. His firm focuses exclusively on helping AI and SaaS companies navigate from zero to $100M ARR, with deep expertise in the specific challenges that emerge at each growth stage.

- [24 Years at Armanino: Building Scalable Finance Teams](https://www.sequencehq.com/blog/24-years-at-armanino-building-scalable-finance-teams): Dean Quiambao has watched Armanino grow from 80 people to 3,000 employees during his 24 years at the firm. During this time, he has guided 100s of venture-backed companies through their most critical growth stages. Here are his highlight takeaways.


- [When to bring in financial expertise: lessons from Attivo Partners](https://www.sequencehq.com/blog/when-to-bring-in-financial-expertise-lessons-from-attivo-partners): We recently sat down with Rebecca Lee, Co-Founder at Attivo Partners. With 20 years in the field, Rebecca gave a masterclass on how growing companies should think about scaling their finance team and tooling.

- [Automated Revenue Recognition for SaaS: How Sequence Works](https://www.sequencehq.com/blog/introducing-revenue-recognition): Automated revenue recognition means no more manual ASC 606 journals. Here's how Sequence handles this end-to-end for B2B SaaS finance teams with custom contract

- [How AI is creating a flywheel for Design](https://www.sequencehq.com/blog/how-ai-is-creating-a-flywheel-for-design): Exploring product concepts used to take weeks to months. At Sequence, we now prototype ten different concepts in a single day. Using AI, we can now systematically explore a larger solution space than was previously economical.

- [How we use Sequence to level up pricing flexibility](https://www.sequencehq.com/blog/how-we-use-sequence-to-level-up-pricing-flexibility): Sequence is built to provide pricing flexibility for sales teams while retaining a fully automated billing workflow for finance. Here’s how using Sequence has provided us with a unique competitive advantage when configuring custom deal terms, without breaking our revenue collection workflow downstream.

- [From $1M to $100M: 6 Finance Lessons from the Frontline](https://www.sequencehq.com/blog/from-1m-to-100m-6-finance-lessons-from-the-frontline): A tactical guide from Brian Weisberg, deploying 15+ years of leading rapidly growing tech scaleups, including 2 successful exits.

- [How Intercom cracked outcome-based pricing with Fin.ai](https://www.sequencehq.com/blog/how-intercom-cracked-outcome-based-pricing-with-finai): How do you charge for something customers don't fully trust yet? Intercom's Fin.ai has become an established frontrunner in the AI support domain, but Aisling O'Reilly and the Intercom team considered multiple different models before landing on outcome-based pricing, which optimised customer adoption while reinforcing full alignment across product and GTM teams.

- [Announcing HubSpot CPQ](https://www.sequencehq.com/blog/announcing-hubspot-cpq): Today we're launching HubSpot CPQ, a deeply embedded sync between Sequence and HubSpot deal / customer objects to solve a fundamental problem for revenue teams: keeping HubSpot as the source of truth for pricing while using Sequence for quote to cash.
Sales teams want to prepare quotes in Sequence while maintaining all deal context and pricing visibility in HubSpot. Without proper synchronization between your CRM and CPQ module, pricing data lives in silos, deal records become incomplete which then upset pipeline management and deal forecasting for sales, automations and renewal opportunities for CS, and reporting workflows for RevOps and Finance.

- [How Qualified priced their AI SDR agent: from add-on to all-in strategy](https://www.sequencehq.com/blog/how-qualified-priced-their-ai-sdr-agent-from-add-on-to-all-in-strategy): Most SaaS companies price AI features as add-ons, but Qualified learned this approach can be short-sighted. Their journey with Piper, an AI SDR agent, shows why bundling AI into core plans often works better than charging separately for it.


- [10 Reasons Why Companies Move from Stripe Billing to Sequence](https://www.sequencehq.com/blog/10-reasons-why-companies-move-from-stripe-billing-to-sequence): Over 50% of Sequence's revenue now comes from Stripe Billing migrations. Here are the most common reasons B2B SaaS teams make the switch.

- [Sequence Collect](https://www.sequencehq.com/blog/sequence-collect): Sequence Collect is the AI revenue automation conference for modern finance leaders, taking place September 18th in San Francisco. Designed for CFOs and RevOps leaders from fast-growing B2B scaleups, the event addresses critical questions like "How should we price our AI agents?" and "How far can we scale with 1 finance operator + AI?"

Limited spots available at sequencecollect.com.

- [How Pylon prices different AI products: Agents vs Assistants](https://www.sequencehq.com/blog/how-pylon-prices-different-ai-products-agents-vs-assistants): Pylon changed their pricing model six times. As an AI-native platform helping B2B companies run post-sales support and customer success, they learned that different types of AI products need different pricing approaches.

- [The new rules of B2B pricing: insights from 20 pricing workshops with Kyle Poyar](https://www.sequencehq.com/blog/the-new-rules-of-b2b-pricing-insights-from-20-pricing-workshops-with-kyle-poyar): We just wrapped up 20 pricing workshops with Kyle Poyar, bringing together leaders from companies like Klaviyo, Twilio, Mercury, and dozens of other B2B software companies. The conversations revealed something striking: every company is wrestling with the same fundamental question.

- [Sequence Awarded 18 Badges in the G2 Spring 2025 Report](https://www.sequencehq.com/blog/g2-2025-spring-report): Sequence has earned 18 badges across a variety of categories in the G2 Spring 2025 Report. Once again, Sequence was recognized as a High Performer and received awards across many categories including “Best Support” and “Easiest to Do Business with.” We’re honored to have upheld our 4.8/5 average rating while maintaining the trust and support of our incredible customers.

- [How we use Sequence at Sequence](https://www.sequencehq.com/blog/how-we-use-sequence-at-sequence): Ever wondered how we use our own product for quoting, billing and revenue recognition at Sequence? Learn how we handle month-end billing using Sequence in just 15 minutes.

- [Custom ARR dashboards powered by Equals](https://www.sequencehq.com/blog/custom-arr-dashboards-powered-by-equals): We are excited to launch our new ARR Dashboard powered by Equals, giving fast-growing teams custom dashboards to view their SaaS Metrics including ARR, MRR, churn, expansion revenue, cohort analysis and more.   

- [Launch Week II: Recap](https://www.sequencehq.com/blog/launch-week-ii-recap): Here's a recap of everything we launched in our January 2025 launch week – our second launch week at Sequence. Including billing and invoicing workflow improvements, new integrations, and more.

- [Sequence shines in G2's Winter 2025 report with 16+ Badges](https://www.sequencehq.com/blog/g2-2025-winter-report): Sequence has earned 16+ badges across multiple categories on G2’s Winter 2025 Report. With a 4.8/5 average rating, support, and trust from our amazing customers, Sequence was once again recognized as a High Performer and received awards across multiple categories including “Easiest To Do Business With” and “Best Support.”

- [2024 in Review](https://www.sequencehq.com/blog/2024-in-review): 2024 was a massive year for Sequence. From launching Sequence CPQ to expanding our integrations and streamlining billing workflows, we’ve shipped 44+ new features and improvements to help fast-growing B2B SaaS companies scale their receivables and billing workflows.

- [What is outcome-based pricing?](https://www.sequencehq.com/blog/what-is-outcome-based-pricing): Charging customers only when your product delivers successful outcomes sounds great in theory, but comes with three core challenges. Learn how to navigate outcome definition, attribution, and pricing decisions with our practical checklist for implementing outcome-based pricing.

- [Why Stripe is great](https://www.sequencehq.com/blog/why-stripe-is-great): Stripe, in our opinion, is the most iconic B2B company built in the last 20 years. Their mission is simple; make it easier to collect payments, and in turn, increase the GDP of the internet. Few can credibly argue that they haven’t been successful in this pursuit.

- [Sequence excels in G2's Fall 2024 Report with 11 Badges](https://www.sequencehq.com/blog/sequence-excels-in-g2s-fall-2024-report-with-11-badges): A testament to the support, trust, and satisfaction of our exceptional customers. Sequence has solidified its position as a High Performer across the billing, invoicing and accounts receivable categories, while also earning awards for Best Support and Easiest To Do Business With.

- [Building the Ramp of Revenue Management](https://www.sequencehq.com/blog/building-the-ramp-of-revenue-management): The receivables category is due for a major overhaul: streamlined workflows to turn contracts into revenue, fewer tools, better integration with core systems like CRM and ERP, and real-time AI-driven revenue insights. Sequence is the company bringing revenue management into the new age for modern finance teams.

- [The Best Stripe Billing Alternatives](https://www.sequencehq.com/blog/the-best-stripe-billing-alternatives-in-2024): Thinking about replacing Stripe Billing? Here's a practical comparison of the best alternatives for B2B SaaS companies with complex pricing needs.

- [The Best Maxio Alternatives for B2B SaaS](https://www.sequencehq.com/blog/the-best-maxio-alternatives-in-2024): Maxio works for mid-market subscription billing. But if your pricing involves usage tiers, ramps, or enterprise contracts, here's what to consider instead.

- [The best Chargebee alternatives in 2024](https://www.sequencehq.com/blog/the-best-chargebee-alternatives-in-2024): Chargebee is a leading subscription billing platform, but its complexity can hinder scalability. Sequence, built for modern pricing like usage-based billing, offers a simpler, more scalable solution with faster implementation. This post compares the two to help you choose the right platform.

- [Revenue reporting with usage-based pricing](https://www.sequencehq.com/blog/revenue-reporting-with-usage-based-pricing): We surveyed B2B SaaS CFOs to uncover how companies manage revenue reporting with usage-based pricing. From upfront commitments to embracing variable revenue, explore the strategies SaaS businesses are using to navigate unpredictable income.

- [Announcing Sequence’s new Salesforce integration](https://www.sequencehq.com/blog/announcing-sequences-new-salesforce-integration): We are excited to launch our new integration with Salesforce, helping fast-growing companies break down barriers between Sales and Finance and streamline collaboration across the revenue stack.

- [Sequence earns 7 badges in G2's Summer 2024 Report](https://www.sequencehq.com/blog/sequence-earns-7-badges-in-g2s-summer-2024-report): Sequence has received 7 badges across several categories on G2’s 2024 Summer Report, with an average rating of 4.8/5. Thanks to the support of our incredible customers, Sequence was recognised as a High Performer and received awards for Ease of Use, User Adoption and Best Support.

- [Predicting Revenue in Usage-based Pricing](https://www.sequencehq.com/blog/predicting-revenue-in-usage-based-pricing): Read some of our highlights from a podcast by our lead investors, a16z. Mark Regan, Travis Ferber and Dan Burill delve into the challenges that come with predicting revenue when pricing is consumption based.

- [Sequence Launches Next-gen CPQ Tool for Tech Startups](https://www.sequencehq.com/blog/sequence-launches-next-gen-cpq-tool-for-tech-startups): Today, we’re announcing Sequence CPQ – our new quoting and order form builder designed for Fintech, AI and similar B2B Saas startups selling contracts with usage tiers, minimum commitments and ramped pricing.

- [Why companies choose Sequence over Maxio](https://www.sequencehq.com/blog/why-companies-choose-sequence-over-maxio): Maxio was originally built with a focus on traditional subscription billing and, while successful in that segment, has had limited flexibility for more complex pricing models. Read on to learn why companies choose Sequence instead.

- [Building a billing engine in-house: A User’s Guide](https://www.sequencehq.com/blog/building-a-billing-engine-in-house-a-users-guide): Imagine diving into building an in-house billing system for your SaaS startup. What starts as a seemingly straightforward project can quickly evolve into a labyrinth of technical and operational hurdles diverting focus from your core product.

- [Financial Planning and Budgeting in a Downturn, with Sequence, Ramp and Vanta](https://www.sequencehq.com/blog/financial-planning-and-budgeting-in-a-downturn-with-sequence-ramp-and-vanta): Hear from Finance leaders David Eckstein (Vanta) and Alex Song (Ramp) in this wide ranging conversation about managing cash and trading short-term profitability with investing for long-term growth.

- [How Duffel bills 150+ customers in 20 currencies with 1 Finance operator](https://www.sequencehq.com/blog/how-duffel-supports-billing-for-150-customers-across-20-currencies-with-1-finance-operator): We're excited to announce our partnership with Duffel, a London-based technology company offering an API for businesses to sell travel-related services.

- [Pricing in the Modern World](https://www.sequencehq.com/blog/pricing-in-the-modern-world): In the modern world, businesses need robust infrastructure to accommodate the evolving pricing models and commercial levers a tech company might deploy through their scaling journey.

- [Webinar: Mastering B2B Pricing & Revenue Operations with Riya Grover, Sam Blond and Saad Shahzed](https://www.sequencehq.com/blog/webinar-mastering-b2b-pricing-and-revenue-operations-with-riya-grover-sam-blond-and-saad-shahzed): Join us for an interactive discussion exploring the complexities and challenges of B2B pricing. Our panelists discuss how companies have adapted their pricing models, leveraged usage based and custom pricing, and the modern-day revenue tech stack.

- [Introducing Sequence - From the Founders](https://www.sequencehq.com/blog/introducing-sequence-from-the-founders): Today we’re excited to announce our quote to revenue platform designed to help sales led companies in a modern pricing world boost their revenue and automate their operations.

- [10 ways AI is transforming the CFO Suite](https://www.sequencehq.com/blog/10-ways-ai-is-transforming-the-cfo-suite): At our recent New York Tech Week event with Ramp, Rillet and Taxwire, we had an honest discussion about where AI is driving the highest impact across the CFO suite.

Last Updated: August 2026