Series offers a unified platform for enterprise financial services, integrating banking, payroll, billing, and treasury management into a single operating system. This solution streamlines financial operations and enhances compliance, enabling institutions to manage complex processes efficiently without the need for extensive system migrations.
Funding
$29.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many enterprise financial institutions face challenges in managing disparate financial operations across various systems, leading to inefficiencies, increased compliance risks, and difficulties in gaining a holistic view of their financial health. Integrating these systems often requires extensive migrations and custom integrations, which can be costly and time-consuming.
Solution
Series offers a unified Enterprise Operating System (EOS) that integrates banking, global payroll and HR, billing, treasury management, contracts, and data analysis into a single platform. This cloud-based solution streamlines financial operations by breaking down departmental silos and consolidating back-office processes. Series EOS allows institutions to manage complex financial processes efficiently, automate tasks, and maintain compliance without the need to replace existing systems. The platform's modular design enables clients to adopt individual products or bundles, tailoring the solution to their specific needs and integrating seamlessly with existing ERP and accounting software.
Target Audience
Series primarily targets enterprise financial services, institutions, and finance and operations teams seeking to streamline financial processes, enhance compliance, and gain a unified view of their financial operations.
Features
- Unified platform integrating banking, payroll, billing, and treasury management
- Series DNA: Universal login to access interconnected products within the EOS
- Series Cash: Manages banking and payment operations across the financial stack
- Series Workforce: Manages global payroll and HR
- Series Billing: Simplifies accounts payable from receipt to settlement
- Series Treasury: Accesses treasury management services for US treasury bills, money market funds, and corporate bonds
- Series Vault: Securely stores and permissions PII/KYC/KYB data and documents
- Series Contracts: Centralizes organization's contracts in a single source
- Series Intel: Answers questions across financial data, documentation, and data stores
- Enhanced security with customizable permissions and approval settings
- Effortless integrations with existing ERP and accounting software
- Centralized control to streamline permissions and accelerate approvals