Audience

Companies searching for an enterprise operating system to unify their finance and operations

About Series

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. Series EOS makes finance and operations management easy, all while ensuring compliance and efficiency. Manage all banking and payment operations across your financial stack. Unify and manage all of your finance and operations, and centralize and automate your entire finance and operations stack. 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 spending. Manage treasury, accounting, payroll, benefits, and more without replacing existing systems.

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Integrations

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Ratings/Reviews

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Company Information

Series
www.seriesfi.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Series Frequently Asked Questions

Q: What kinds of users and organization types does Series work with?
Q: What languages does Series support in their product?
Q: What kind of support options does Series offer?
Q: What type of training does Series provide?

Series Product Features

Banking

Transaction Monitoring
Private Banking
Multi-Branch
Online Banking
Risk Management
Investment Banking
Retail Banking
Credit Card Management
Securities Management
ATM Management
Credit Union
Corporate Banking
Compliance Tracking

Contract Management

Government Contracts
Buy Side (Suppliers)
Version Control
Sell Side (Customers)
Specialty Contracts
Full Text Search
Completion Tracking
Compliance Tracking
Electronic Signature
Contract Lifecycle Management
Pre-built Templates
Workflow Management

Financial Management

Budgeting & Forecasting
Revenue Recognition
Consolidation / Roll-Up
Risk Management
Currency Management
Investment Management
Cash Management
Tax Management
Financial Reporting
Project Management

Payroll

Compensation Management
Direct Deposit
Deductions Management
W-2 and 1099 Preparation
Vacation / Leave Tracking
Check Printing
Benefits Management
Attendance Management
Multi-State
Self Service Portal
Tax Compliance
Wage Garnishment
401(k) Tracking
Multi-Country
Reporting/Analytics

Treasury

For Hedge Funds
Forecasting
Liquidity Management
Debt Management
Risk Management
For Government
Payment Management
Cash Management