Welcome to The SaaS CFO Podcast! In this episode, host Ben sits down with Gilad Uziely, co-founder and CEO of Sequence (getsequence.io), for an open and insightful conversation about the rollercoaster journey of entrepreneurship and fintech innovation. Gilad shares his fascinating background—from growing up in Israel to building businesses across multiple industries, including hospitality and tech startups.

The discussion dives deep into Sequence, a platform Gilad describes as “Zapier for money,” designed to help both individuals and small business owners seamlessly connect, automate, and manage their complex financial lives across various accounts. Gilad opens up about the challenges of pivoting from a failed neobank startup, the tough lessons learned through restructuring and fundraising (including wrangling 83 signatures to clean up a cap table!), and the resilience required to move forward.

If you’re interested in the realities of founding, pivoting, and scaling a SaaS company in the fintech world—or want a behind-the-scenes look at what it takes to build tools for micro-businesses and solopreneurs—this candid episode is for you. Gilad also shares his outlook on metrics that matter, building a strong company culture, and what’s next for Sequence as they take on the challenge of simplifying how we manage money.