FLEXI SOFTWARE

Accounting Software Purpose Built for Financial Institutions

Purpose-built for complex financial environments, Flexi delivers multi-entity and multi-book capabilities with the speed, visibility, and control today’s finance teams demand.

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Introducing Flexi

Scalable Solutions to Power Growth, Control, and Flexibility

Flexi helps financial institutions simplify even the most complex accounting environments. Our unified platform is purpose-built for finance teams, offering robust functionality, flexible deployment options, and enterprise-grade scalability. Whether you’re navigating multi-entity consolidations, streamlining high-volume operations, or maintaining strict compliance requirements, Flexi provides the tools to increase efficiency, reduce risk, and improve visibility at every step of the process.

Platform Overview

A Unified Accounting Platform Built for Financial Institutions

The Flexi platform brings together four powerful solutions to create a cohesive, enterprise-grade accounting environment. Each solution is purpose-built to solve complex financial challenges, and together they deliver unmatched visibility, control, and efficiency across every stage of your accounting process.

Core Accounting Modules

A comprehensive suite that includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting. Built for high volumes, complex structures, and real-time financial visibility.

Workflow Automation

Eliminate manual tasks and reduce risk by automating processes across departments. Flexi’s intuitive workflows support faster approvals, stronger controls, and better collaboration.

Budgeting, Forecasting, Analytics, and Reporting

Flexi’s FP&A suite empowers finance teams with real-time reporting, Excel-based analytics, and collaborative budgeting tools in a single platform. Eliminate spreadsheet chaos, reduce reliance on IT, and gain the insight and control needed to guide smarter financial decisions.

Third Party Integrations

Easily connect Flexi with the systems you already use, including policy administration, claims, core banking, payroll, and more. Remove data silos and enable seamless information flow across the enterprise.

WHO WE SERVE

Industry Accounting Solutions

Flexi’s enterprise accounting platform is trusted by leading financial institutions across a range of industries. Purpose-built to support the scale, complexity, and compliance needs of each sector, Flexi adapts to your environment—no matter how complex.

Customer Testimonials

Why choose Flexi? We’ll let our customers answer that.

  • “We’ve definitely seen increased efficiency by using Flexi’s Accounts Payable and Workflow solutions. Multi-user entry, centralized payments, and advanced workflow are just some of the great features that help streamline our accounting processes.”
    Donald B. McCarthy, Senior Vice President & Controller
    Glacier Bancorp, Inc.
  • “Flexi handles our complex accounting and financial requirements. We capture all lines of business throughout varying states and code expenses to them to produce accurate consolidated statements with precisely the information that management wants – and needs – to see.”
    Mary J. Paulsen, CPA, AIAF Vice President & Controller
    Pharmacists Mutual Insurance Company
  • “Flexi accounting software has proven to be a great fit for us. We find Flexi to be a large enough company to develop, deploy, and properly support a dependable accounting software package, yet small enough to be nimble and very responsive while servicing our needs. Their pricing, quality of software, and friendly service are of great value to Merchants.”
    Don Blum, CFO & Treasurer
    Merchants Bonding Company

Flexi Blog

  • “We’ve definitely seen increased efficiency by using Flexi’s Accounts Payable and Workflow solutions. Multi-user entry, centralized payments, and advanced workflow are just some of the great features that help streamline our accounting processes.”
    Donald B. McCarthy, Senior Vice President & Controller
    Glacier Bancorp, Inc.
  • “Flexi handles our complex accounting and financial requirements. We capture all lines of business throughout varying states and code expenses to them to produce accurate consolidated statements with precisely the information that management wants – and needs – to see.”
    Mary J. Paulsen, CPA, AIAF Vice President & Controller
    Pharmacists Mutual Insurance Company
  • “Flexi accounting software has proven to be a great fit for us. We find Flexi to be a large enough company to develop, deploy, and properly support a dependable accounting software package, yet small enough to be nimble and very responsive while servicing our needs. Their pricing, quality of software, and friendly service are of great value to Merchants.”
    Don Blum, CFO & Treasurer
    Merchants Bonding Company

important opinion

What the Experts Say!

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James Malm

IT Guru

Everything is designed. Few things are designed well.

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Bob Sunders

Investment Banker

Design adds value faster than it adds costs.

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Steve Newman

Lorem Ipsum

Make it simple, but significant.

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Experience the Flexi Difference

Discover how Flexi can streamline your operations, improve visibility, and support long-term growth. Trusted by leading financial institutions, our platform is built to scale with your business.