A growing company can acquire a surprising number of ways to be itself. It has a legal name for the bank, another entity for a subsidiary, a payroll account for its people, a vendor file for its bills and a contract folder that knows the exact date a service renews. The finance team knows how these things connect. Its software often does not.
- Series sells connected products for banking operations, payroll, payables, treasury, identity, contracts and financial analysis.
- Customers can take one product or a bundle, and can connect existing banks and other providers.
- Its distinctive bet is that shared identity and permissions can make separate tools useful together.
- Series disclosed $25 million raised across seed and Series A rounds at its 2023 public launch.
Series, founded in 2021 by Brexton Pham, Daniel Lai and Tamby Kojak, proposes to make that gap a software problem. The San Francisco company calls its system an Enterprise Operating System, or EOS. The name is large. The irritation beneath it is wonderfully small: why must a person re-enter the same company details, chase the same approval, or reconcile the same payment in three places?
Start with the company, not its cash
Series's own “financial hierarchy of needs” begins with identity and compliance. Before money can move, a business must establish which entity owns the account, who may approve a payment and which provider may see its documents. That is a more useful starting point than another dashboard of balances. A dashboard tells you where the money went; permissions decide whether the right person could send it there.
Series DNA is the common login to the suite. Series Vault handles sensitive identity and KYC/KYB documents and their sharing with providers. The remaining products then work around the same organization and its authorized people. The company says bank accounts, logins and permission settings can carry across modules. It also says outside providers can be connected, which matters to any CFO who regards a forced bank migration as an expensive way to buy software.
A menu with shared plumbing
The menu is broad. Series Cash covers banking and payment operations. Workforce handles payroll and HR across borders. Billing takes payables from an incoming invoice through approval and settlement. Invest addresses treasury. Vault holds identity material. Contracts stores agreements and extracts details such as renewal dates and counterparties. Intel lets teams ask questions across their financial information and documents.
The product descriptions give a sense of the intended handoffs. Billing can import a bill by email, scan or upload, apply role-based approvals and sync with accounting software. Contracts can turn an expiration date buried in a PDF into a reminder. Vault can give a third party permissioned access to documents it would otherwise request afresh. These are ordinary tasks, which is precisely why their repetition is so costly.
Why the pieces may be worth more together
A conventional ERP is meant to bring order to a business, but implementation can ask the business to reshape itself around the software. A single-purpose app avoids that ordeal while creating another login, another data trail and another contract. Series tries to occupy the uncomfortable middle. Each product can stand alone; the underlying identity, notifications, transactions and permissions are designed to connect them.
That difference is easiest to see in a mundane example. Imagine a finance team receiving an invoice from a new overseas contractor. Before it pays, someone must know which legal entity hired the contractor, whether the contract permits the charge, who can approve it, what tax or identity paperwork is needed and which account should fund it. Series's pitch is that fewer of those answers have to be hunted down in separate systems. The public product material describes the components; it does not publish a measured time saving for this whole scenario.
Funding disclosed across seed and Series A rounds when Series launched its platform broadly in September 2023. The company reported hundreds of customers at that point, from asset managers to other businesses.
The founders brought different kinds of experience to the bet. Pham had worked at Tinder, Slack and Kleiner Perkins; Lai at PayPal and McKinsey; Kojak had founded companies and led engineering at Electric AI. Their 2023 launch came after a banking crisis that made vendor concentration suddenly vivid. During the Silicon Valley Bank collapse, Pham discussed why startups were reconsidering single-bank habits. The lesson fits Series's design: a system that connects providers can preserve choice instead of making one provider the whole plan.
The invoice for the invoice software
There is no public flat price to place beside that $25 million funding figure. Series offers custom quotes for individual products and bundles. Its pricing page says some products use per-user fees and others subscriptions; Billing describes a monthly subscription plus transaction charges that vary with method and speed. Cash says Series earns from other SaaS products and a share of interest earned by partner banks. For a buyer, the meaningful cost is therefore the full proposed workflow: seats, transactions, integrations and any migration work.
This also clarifies where Series belongs. It is a financial technology company, not a bank. Its competition includes ERP systems such as NetSuite and newer vendors such as Xentral and Holded, but each module also faces a specialist in its own field. A payroll buyer will compare payroll tools. A contracts buyer will compare contract systems. The Series advantage only becomes persuasive if connected use saves enough effort to outweigh the appeal of a best-in-category specialist.
A useful idea even without the whole suite
A finance leader can borrow the design principle without buying anything: list the legal entities first, then list the people and providers allowed to act for each one. Trace one real workflow, such as a new vendor bill, from document to approval to payment to ledger. Count every re-entry of the same fact and every person asked to translate between systems. That is the cost of the seams.
The approach is less compelling for a company with a very simple entity structure and a tidy existing stack. It is harder, too, where specialist systems must remain authoritative and cannot share reliable data or permissions. Series's promise depends on interoperability that works in practice, not merely a diagram of connected boxes. The company itself said in 2023 that making modules execute seamless workflows was still a next step.
There is a modest elegance in the ambition. The back office will never be glamorous, nor should it need to be. If the right people can see the right facts once, at the right moment, the machinery has done its job. The reward is a finance team that can spend less of its day introducing a company to itself.