FP&A
Budgeting, Forecasting, and Reporting – All in One Suite
Automate budgets, simplify reporting, and analyze financial data in real time to drive better planning and performance.
Plan Smarter. Report Faster. Forecast with Confidence.
Flexi’s FP&A suite gives finance teams the tools they need to budget, forecast, and analyze performance with speed and accuracy. Built for the complex needs of financial institutions, Flexi unifies budgeting software, advanced analytics, and financial report writing into a single platform—eliminating spreadsheet errors, version control issues, and reliance on IT resources. Whether building budgets, modeling scenarios, or analyzing live data, finance leaders gain the insight and agility to guide strategic decisions with confidence.
KEY FEATURES
Explore the Modules of Flexi’s FP&A Suite
Purpose-built for finance teams, each module in Flexi’s FP&A suite delivers powerful capabilities that streamline planning, reporting, and analysis with flexibility to meet the unique needs of financial institutions.
Real-Time Reporting
Empower your finance team to design, distribute, and analyze financial reports without relying on IT or vendor support. Flexi’s browser-based Report Writer makes it easy to build custom reports with drag-and-drop tools, consolidate across entities and currencies, and drill down to transaction-level detail. Presentation-ready outputs and automated delivery ensure the right stakeholders get the right data, while built-in commenting capabilities foster real-time collaboration across users.
Excel Based Analytics
Unlock fast fast, flexible analysis with powerful Excel-based interface built for finance. FlexiAnalysis lets users explore live data, build pivot reports, and create dynamic charts and graphs in just a few clicks. Easily sort, filter, and drill into transactional details to uncover trends and visualize performance—all within a familiar, finance-friendly tool.
Budgeting and Forecasting Made Smarter
Eliminate spreadsheet chaos and streamline budget cycles with intelligent templates, built-in approval workflows, and collaborative planning tools. FlexiBudget enables collaborative planning with web-based access, audit trails, and support for multiple budgeting methods. Accelerate planning, improve accuracy, and align financial targets across the organization.
Integrated Suite
Unified Suite for Financial Planning, Reporting, and Analysis
Each module in the Flexi FP&A suite delivers value individually, but together they form a fully integrated financial ecosystem designed for modern finance teams.
Real-time updates across the suite ensure that the latest financial data is always available for reporting and analysis — eliminating delays, data duplication, and reconciliation issues. FlexiBudget connects directly with both the Report Writer and Excel-based analytics tools, feeding performance data into the planning process to support faster, more accurate forecasting.
With browser based access and seamless integration across all modules, finance teams gain end to end visibility and greater control—whether deployed on premise or in the cloud.
flexi platform
A Unified Accounting Platform Built for Excellence
The Flexi Platform brings together four powerful solutions — Core Accounting, Workflow Automation, FP&A, and Third Party Integrations — to create a cohesive enterprise accounting environment. Each product is purpose built to solve complex financial challenges on its own, but 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.
Flexi Workflow Suite
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.
See Flexi’s FP&A Suite in Action
From budgeting to reporting, Flexi’s integrated tools give finance teams the insight and control they need to plan confidently and make faster, smarter decisions.