INDUSTRIES
Accounting Software Built to Support Credit Unions and Their Communities
Built for Credit Unions. Engineered for Efficiency. Ready for Growth.
Trusted Leaders in Credit Union Accounting Solutions
Flexi’s accounting platform is built to meet the unique operational, regulatory, and reporting challenges your teams face. Our world-class accounting platform, combined with deep industry expertise, helps credit unions streamline operations, strengthen compliance, and deliver accurate financial reporting. From solution design to long-term support, Flexi is a trusted partner dedicated to helping credit unions operate more efficiently and service their communities with confidence.
FEATURES
Accounting Software Tailored for Credit Unions
Flexi’s advanced accounting platform simplifies even the most complex credit union operations with automation, flexibility, and real-time insights. Available in the cloud or on-premise, Flexi helps credit unions streamline financial processes, reduce manual work, and strengthen compliance, giving teams more time to focus on growth and member service. What sets Flexi apart is the combination of powerful technology and a team that understands the needs of credit unions, providing expert guidance from implementation through support.
Workflow Automation for Financial Operations
Streamline approvals, journal entries, and financial tasks with built-in workflow automation. Flexi reduces manual work, improves accuracy, and accelerates close cycles for credit union finance teams.
Accurate Real-Time Financial Reporting
Access accurate financial data instantly with Flexi’s real-time reporting capabilities. Empower leadership with on-demand insights that support smarter, faster business decisions.
Streamlined Reconciliations
Automate account reconciliations across branches and entities to reduce manual effort and minimize errors. Flexi speeds up the reconciliation process and ensures every balance is audit-ready.
Compliance and Audit Controls Built-In
Maintain full compliance and simplify audits with complete transaction visibility, role-based access controls, and automated workflows. Flexi helps credit unions minimize risk while staying audit-ready year-round.
Daily Close and Average Balance Management
Automate daily close processes and maintain accurate average balances across accounts and entities. Flexi gives credit unions real-time visibility into financial performance, improving decision-making and operational control.
Multi-Entity Consolidations Made Simple
Easily consolidate financials across multiple branches, entities, or accounts with real-time accuracy. Whether it’s a CUSO, an insurance entity, or an acquisition, Flexi simplifies complex consolidations to deliver faster, more reliable reporting across your entire credit union.
Expert Implementation and Support Designed for Credit Unions
Flexi pairs powerful accounting software with a collaborative implementation experience that respects the unique priorities of credit unions. From discovery to go-live, we work alongside your team to configure the system without disrupting operations—so you can stay focused on member service. After launch, support continues from a team that understands your structure, workflows, and compliance needs.
integrations
Seamless Integration with Core Credit Union Systems
Flexi integrates effortlessly with your existing core credit union systems to deliver true accounting automation. Our flexible architecture connects easily to third-party systems, giving you complete financial visibility without the manual work or data silos.
case study
Premier Credit Union: Saving 80+ Hours Monthly
With nearly $10 billion in assets and over 540,000 members, this leading credit union had outgrown its general ledger and needed a more powerful accounting solution. Download the case study to learn why they chose Flexi and how that decision became a game-changer, saving the accounting team 80 to 100 hours every month.
download the e-book
Accounting Automation for Credit Unions
Learn how credit unions are lowering costs and skyrocketing efficiency.
Discover a Smarter Way to Manage Credit Union Accounting
Flexi delivers the automation, insights, and trusted support credit unions need to streamline operations, improve accuracy, and scale with confidence.