Series Enterprise Operating System (EOS) Unifies Your Finance & Operations

Innovative teams worldwide choose Series to streamline their finance and operations management. Effortlessly manage payments, global payroll & HR, treasury management, and more— all within a single, unified platform.
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UNIFIED PLATFORM

Series EOS makes finance and operations management easy — all while ensuring compliance and efficiency

Cash - Series Financial Product

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Manage all banking and payments operations across your financial stack with Series Cash.

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Series Workforce - A Series Financial Product

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Seamlessly manage your growing team's global payroll and HR with Series Workforce.

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Series Billing - A Series Financial Product

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Simplify your accounts payables process from receipt to settlement with Series Billing.

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Series Invest - A Series Financial Product

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Access treasury management services for US treasury bills, money market funds, corporate bonds, and more with Series Treasury.

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Series Vault - A Series Financial Product

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Securely store your PII/KYC/KYB data and documents and permission it with any third-party vendor or service provider with Series Vault.

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Series Contract - A Series Financial Product

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Centralize your organization’s contracts in a single intelligent source of truth with Series Contracts.

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Series Intel - A Series Financial Product

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Answer questions across your financial data, documentation, and data stores with Series Intel.

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Get started to explore full possibilities of Series.

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Explore The Series Platform
all in one Platform

Series DNA is your universal login to your new Enterprise Operating System (EOS)

Unify and manage all of your finance and operations with Series DNA, your key to Series's EOS of independent but seamlessly interconnected products that empower you to centralize and automate your entire finance and operations stack.

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Features

Unified Cloud Software: The Enterprise Operating System

Embrace the Series ecosystem with professional services, infrastructure, support, and security tailored to meet the needs of the most complex enterprises and institutions.
Enhance efficiency with our cloud-based EOS that breaks down departmental silos and consolidates back-office operations.
Streamline processes and consolidate your spend.
Upgrade to Series' EOS and manage bank operations, treasury, accounting, payroll, benefits, and more without replacing existing systems.
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How Series is different

With an Enterprise Operating System (EOS), all of your team’s most crucial operational functions are interconnected and actively talk to each other in a single system of record, saving you time and money.

Select what you need

We don’t force you to migrate to an entire platform — you can choose to adopt a single product or a bundle of our products. We can meet you whatever your stack is and wherever you are in your lifecycle.

Automate everything

Built to work independently or together, use different Series products within our EOS to unify service providers and remove point solutions, manual input, and reconciliation using a real-time system for all financial operations.

Receive whitegloved assistance

Our experts are standing by to help you troubleshoot or offer guidance anytime you need it.
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Enterprise-grade from day 1

Engineered for security, compliance, auditability, and scalability to meet the demands of even the largest finance teams.

Enhanced Security

Maintain the highest data protection standards with customizable permissions and approval settings. Learn more about Security at Series.

Effortless Integrations

Connect Series to your ERP or accounting software, automating reconciliation and keeping tools synchronized.

Centralized Control

Streamline permissions and accelerate approvals across all systems from one location. Learn more about Permissions at Series.
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