THE PLATFORM
Introducing the Enterprise Operating System (EOS)
Experience seamless business management with our all-in-one, cloud-based EOS designed to streamline your finance and operational processes, enhance collaboration, and boost productivity.
SERIES DNA
Everything you need to manage your finance and operations
With Series DNA, access a complete suite of integrated applications to manage, connect, and automate financial and operational processes across your entire organization.
Series Cash
Manage all banking and payments operations across your financial stack with Series Cash.
Series Workforce
Seamlessly manage your growing team's global payroll and HR with Series Workforce.
Series Vault
Securely store your PII/KYC/KYB data and documents and permission it with any third-party vendor or service provider with Series Vault.
Series Contracts
Centralize your organization’s contracts in a single intelligent source of truth with Series Contracts.
Series Intel
Answer questions across your financial data, documentation, and data stores with Series Intel.
One platform for finance and operations
Say goodbye to endless point solutions and service providers — gain control in a single system of record. The Series EOS simplifies every aspect of managing your finance and operations, from banking to contract management and everything in between.
the platform
Series DNA: Your key to your Enterprise Operating System
Series DNA is your universal login to all Series products. Treat it as your key to Series EOS, unlocking the benefits of a truly centralized finance and operations system across all Series products — from banking to global workforce management.
Features
Explore the power of an Enterprise Operating System
Discover the benefits of an integrated system that handles everything from financial services to global workforce management, empowering your organization to run smoothly and efficiently.
Switch between apps without losing context
Enjoy high-level privacy and security
Experience deeper synergies across your finance and operations teams
Ensure a uniform experience for your team across essential services
Automate processes across your entire back office
Streamlined
back office operations
Simplify shared tasks (e.g., global payroll and accounting) with our comprehensive toolkit.
Informed business decisions
Leverage real-time data and analytics to make smarter choices and drive growth.
Effortless
administration
Seamlessly manage users and departments with our centralized administrative console.
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.
Why Series
Our Enterprise Operating System (EOS) combines essential modules for running your business, eliminating silos and providing a smooth transition between processes and contexts.
CENTRALIZE EVERYTHING
A System of Record for finance and operations
Series connects all systems to one record for financial and operational data, streamlining updates, management, and reporting in a single platform. Experience seamless integration from global workforce management to accounts payable without manual updates or coordination.
We manage the complexity in a single engine, generating standardized data that effortlessly integrates with your current ERP and various financial institutions.
We manage the complexity in a single engine, generating standardized data that effortlessly integrates with your current ERP and various financial institutions.
Automate everything
Financial services reinvented
Our EOS provides an end-to-end technology platform for banking, payments, workforce management, and more, connecting operations and finance teams, and offering actionable insights.
Embrace the future of finance and operations management with our all-in-one solution that unifies data, connects systems, and automates processes to help your business thrive.
Embrace the future of finance and operations management with our all-in-one solution that unifies data, connects systems, and automates processes to help your business thrive.
