Consolidate Your Spend and Point Solutions Across Your Entire Finance & Operations Stack
Series streamlines your finance and operations by consolidating multiple service providers, increasing efficiency, and maximizing savings and revenue.
Pricing and plans that work for you
How Series’ pricing works
We provide our solutions individually or in packages — tell us which services you'd like to use and we'll send a custom quote.
Pick your product(s)
Get started with one or more of our solutions, whether it’s Series Cash, Series Treasury, or even Series Workforce.
Choose how you deploy
You can self-serve or work with a custom implementation alongside our team.
Seamlessly integrate into your existing stack
Link your pre-existing financial institutions or sync across your pre-existing accounting and ERP solutions.
Series EOS makes finance and operations management easy — all while ensuring compliance and efficiency
Share team inboxes
Manage all banking and payments operations across your financial stack with Series Cash.
Share team inboxes
Seamlessly manage your growing team's global payroll and HR with Series Workforce.
Share team inboxes
Simplify your accounts payables process from receipt to settlement with Series Billing.
Share team inboxes
Access treasury management services for US treasury bills, money market funds, corporate bonds, and more with Series Invest.
Share team inboxes
Securely store your PII/KYC/KYB data and documents and permission it with any third-party vendor or service provider with Series Vault.
Share team inboxes
Centralize your organization’s contracts in a single intelligent source of truth with Series Contracts.
Share team inboxes
Answer questions across your financial data, documentation, and data stores with Series Intel.
Share team inboxes
Get started to explore full possibilities of Series.
Revolutionize your finance & operations with Series
Frequently asked questions
Yes, you have the option to buy any Series Product (e.g. Series Cash, Series Workforce, Series Billing) individually, combine them, or get the entire set. Enjoy greater savings when you bundle more products together.
Pricing varies based on the product type - some may have a per-user fee, while others might require a subscription.
Using various Series products on separate billing periods won't hinder your capacity to enhance your package with extra products or bundled options. We'll efficiently merge your billing, apply the revised rate, and establish one unified payment due date upon expanding your subscription or selecting a bundle.