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

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

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

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

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

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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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Ready to transform the way you manage finances and operations?

Say goodbye to endless point solutions and service providers — join leading finance and operations teams across different industries and stages globally already growing with Series and gain control in a single system of record.
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Series is the modern finance and operations stack that grows with you, no matter where you are in your organization's journey.
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Series is a financial technology company and not a bank.

Commercial checking accounts are provided by Lewis & Clark Bank, Member FDIC.

Advisory services offered through All Blue Labs Management, LLC, an SEC-registered investment advisor. Subadvisory services are offered through Atomic Invest LLC (“Atomic Invest”), an SEC-registered investment advisor, member SIPC. Atomic Invest was formerly known as Helium Advisors LLC. Brokerage services provided by BNY Mellon Pershing, member SIPC, through a clearing and custody relationship with Atomic Invest. All Blue Labs Management, LLC has a subadvisory relationship with Atomic Invest to manage and execute investments on behalf of its customers. Technology services may be provided by Atomicvest.

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