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Accounting Workflow Automation

Automate Time-Consuming Tasks with FlexiWorkflow

Cloud or On-Premise Accounting Software


Automate Accounting Tasks with Our Workflow Engine

FlexiWorkflow™ enables customers to transform time-consuming, manual processes into automated, efficient workflows. Based on your business rules, our powerful workflow automation software can help to make nearly every part of the business work better, such as:

  • Approving or reviewing documents or requests
  • Purchasing and AP
  • Asset management and tracking
  • Employee travel and expense (T&E) management
  • Cross-department collaboration
  • Document compliance
  • Contract management
  • Document generation

automate and go paperless

Intuitive, browser-based software ensures that employees throughout the company, including those without deep accounting knowledge, can automate their tasks and contribute to tremendous productivity improvements company-wide.


Flexibility Without Limits

Flexi’s workflow automation software greatly enhances our core accounting software to provide time-saving automation, without compromising control or security. With intuitive, browser-based setup, companies can easily automate everything from basic accounting functions to company-wide processes with just a few clicks – not code.

Simplify Complex Workflows

Automate the processes that make up the core of your accounting business, while maintaining control.

Easy and Intuitive

Quickly set up automation rules and flows with our intuitive, drag-and-drop visual design.

Manage Documentation

Automatically generate, sign and store documents with a complete audit trail of approvals.

Cross-Team Collaboration

Empower users across the company to automate their part of the accounting process, whether simple or complex.

Control and Compliance

Workflow automation rules mirror your business rules and leverages built-in business logic to improve speed and accuracy.

Integrated Accounting System

FlexiWorkflow is integrated with our accounting software to bring powerful automation to all of your accounting processes.

Company-wide efficiency and accounting automation

Flexi's eApp Suite

Accounting often requires the involvement of others throughout the company who must submit or process invoices, payments or expenses. Together with FlexiWorkflow, our expanded eSuite of web-based applications serve to automate these processes, reduce paper and minimize human error around tasks such as:

  • Invoice approvals
  • Journal entries
  • Payment approvals
  • T&E expense management
  • Vendor management
  • Procurement

Enterprise-Strength Accounting Software

For 30 years, Flexi’s continually evolving accounting software has been put to the test in the most challenging environments where performance, security and speed are paramount. We bring a unique combination of a true enterprise solution with the built-in flexibility to adapt to any accounting environment.

Superior Speed and Security

Financial institutions process billions of global transactions quickly, convert multi-currencies, and close books every morning.

Daily Close and Cost Reductions

Daily close capabilities enables multi-entity with 8,000 units to reduce costs 30% and close books 70% faster than industry average.

Reliability and Precision

Hundreds of insurers and thousands of agents and brokers rely on Flexi to process claims quickly, with precision.

"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, SVP and Controller
Glacier Bancorp, Inc.

Let's Schedule a Demo

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