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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

DocFinance is now a comprehensive Fintech HUB that offers its clients the advantages of seamless integration between various technological services and our treasury management and commercial credit management software. This application serves as a solution for managing commercial credit risk while also automating the collection process effectively. By incorporating key Business Information providers, it features a company rating calculation engine designed to enhance customer insight. Furthermore, this software project advances corporate treasury management by integrating Corporate Banking services, ensuring a holistic approach to financial oversight. The incorporation of Remote Banking services into the company's information system highlights its thoroughness and adaptability. The AFEXDirect platform stands out as a robust and easy-to-use tool that is designed to be intuitive and accessible. Clients enjoy round-the-clock access to the platform, with real-time updates and changes available at any hour of the day, ensuring they remain informed and empowered in their financial dealings. This commitment to accessibility and user experience reinforces the platform's role as an indispensable asset for modern financial management.

Description

Forward-thinking teams around the globe are adopting Series to optimize their finance and operations management. With this innovative solution, users can effortlessly oversee payments, global payroll and HR, treasury management, and much more through a single, integrated platform. Series EOS simplifies finance and operations management while upholding compliance and maximizing efficiency. This platform allows you to handle all banking and payment tasks seamlessly across your financial ecosystem. By centralizing and automating your entire financial and operational stack, Series empowers users to unify and streamline their processes. The Series ecosystem also offers tailored professional services, robust infrastructure, dedicated support, and enhanced security designed for complex enterprises and institutions. Boost your operational efficiency with our cloud-based EOS, which effectively dismantles departmental barriers and integrates back-office functions. Experience improved process flow and a reduction in expenditure through the consolidation of various financial tasks. You can oversee treasury functions, accounting, payroll, and benefits without needing to overhaul your existing systems, making it a flexible and customizable solution for diverse business needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DocFinance

Founded

1988

Country

Italy

Website

www.docfinance.net/en

Vendor Details

Company Name

Series

Website

www.seriesfi.com

Product Features

Treasury

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

Product Features

Banking

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

Contract Management

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

Financial Management

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

Payroll

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

Treasury

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

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