flexi customer STORIES

Built on Trust. Backed by Results.

For decades, our clients have relied on Flexi not just for our powerful accounting software, but for the people and partnership behind it. Their continued partnership says it all.

  • “With Flexi, we found the right partner that is focused on all the right things.”
    Flexi BPO Partner

With Flexi, You Are More Than a Number

Flexi delivers more than just software. We deliver a relationship built on responsiveness, expertise, and genuine care for your success. Our dedicated Client Success team knows your business, understands your goals, and is here to help you grow today, and in the future.

Built for Your Industry

Flexi is purpose-built for financial institutions. Our product development is shaped by the needs of insurance companies, banks, credit unions, and financial services firms. That means every enhancement, integration, and innovation is designed to solve the challenges that matter most to you.

Accounting First, Always

Flexi was designed to simplify life for accountants. From eliminating manual processes and spreadsheets to making financial data easier to access and analyze, every feature is designed to solve real-world challenges accountants face every day.

Customer Success, Not Just Support

Flexi delivers an unparalleled customer experience. There are no tiers, no offshore call centers, and no starting over. You will work with a familiar team of industry experts who understand your business and offer guidance rooted in best practices from peers across your industry.

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
  • “We really like that all of Flexi’s accounting modules are tightly integrated, and how easy it is for us to take a purchase order, tie it to a project, and bring it all the way through to a fixed asset and payment seamlessly.”
    David Sparacio, Senior Vice President
    IBERIABANK
  • “The Customer Support team at Flexi is always responsive to our calls. They are genuine, completely knowledgeable, and have been willing to take on any issue with a helpful, positive attitude.”
    Brittany Klaus, CPA, Accounting Manager
    STCU (Spokane Teachers Credit Union)
  • “We can easily track thousands of fixed asset items – from purchase all the way back to the ledger. The integration between all of the systems that these transactions touch is really seamless and saves us a lot of time.”
    Alan Canivel, Financial Reporting Supervisor
    Mercury Insurance Group
  • “The people at Flexi are very knowledgeable and the response time is instantaneous. We are thrilled with the customer service, and have no concerns about getting our questions answered!”
    Gary Seifert, Accountant
    Constellation Mutual
  • “Flexi is a very useful product to keep track of all our vendors and their invoices!”
    Miriam Tamez, Vendor Management Specialist
    Lone Star National Bank
  • “Flexi has enabled us to go paperless with a number of processes, saving us a lot of money in paper and storage costs.”
    Donald B. McCarthy, Senior Vice President & Controller
    Glacier Bancorp, Inc.
  • “Flexi took the time to understand our unique needs and requirements to ensure that the solution was implemented exactly the way we wanted. The knowledge and responsiveness of the Flexi Customer Support team made the implementation process smooth and simple.”
    Don Blum, CFO & Treasurer
    Merchants Bonding Company
  • “The ability to easily generate real-time, detailed reports has been extremely valuable to our team, and helps us meet our goals for accurate and timely reporting.”
    Greg Voorhies, Director of Accounting
    Mercury Insurance Group
  • “Flexi is easy to use and provides a lot of efficiencies at our company. I really like that the Flexi modules are integrated. When looking up an account in the general ledger, I can view from invoice to payables with the click of a button.”
    Toni Thomforde, Senior Accounting/Budget Analyst
    Constellation Mutual

With Flexi, You Can Expect the Exceptional
Customer Experience

Results from our latest customer survey show that 96% of Flexi users are satisfied with both our software and our service—far exceeding the industry average of 79% (ACSI). It’s a number we’re proud of, and a reflection of the care and commitment we bring to every client relationship.

Exceptional support is not just a promise—it’s a core part of what makes working with Flexi different.

The Customer Support team at Flexi is always responsive to our calls. They are genuine, completely knowledgeable, and have been willing to take on any issue with a helpful, positive attitude.”

Ready for Accounting Software That Puts You First

Join the financial institutions who rely on Flexi for unmatched expertise, responsive support and lasting results.