INDUSTRIES
Accounting Software Engineered for Financial Services
Simplify Operations. Improve Visibility. Strengthen Financial Control.
Simplifying Financial Services Accounting
Flexi’s accounting platform is engineered to meet the complex regulatory, reporting, and operational demands of financial services organizations. For over 30 years, we’ve helped firms across mortgage banking, asset management, leasing, and securities simplify accounting processes, strengthen compliance, and improve financial visibility. Whether you are tracking segmented business lines or managing evolving regulatory requirements, our team understands the security and performance requirements you face and delivers the flexibility, automation, and control needed to succeed.
FEATURES
Key Capabilities for Financial Services Firms
Flexi’s accounting software gives financial services firms the flexibility to automate complex processes, adapt to changing regulations, and maintain complete financial control. With real-time insights, powerful consolidations, and advanced allocation tools, Flexi delivers the efficiency and visibility today’s firms demand. Behind the software is a team of experts who guide implementation and provide ongoing support to meet the demands of financial institutions.
Real-Time Financials
Post transactions in real time to generate daily financial statements, including visibility into unposted activity. Flexi empowers financial services firms with up-to-the-minute financial data to drive faster, more informed decisions.
Flexible Consolidations
Consolidate multiple entities with flexible rules that support unlimited structures, intercompany eliminations, and full financial reporting. Flexi simplifies complex consolidations to deliver accurate, board-ready results at any level.
Engineered for High-Volume Financial Transactions
Engineered to support millions of transactions across multi-entity environments with speed, accuracy, and control. Scales with your organization while automating critical workflows providing real-time insights, and delivering fast, reliable reporting to support decision making.
Powerful, Rules-Based Allocations
Automate complex cost allocations across entities, divisions, departments, and cost centers with flexible, rules-based controls. Flexi streamlines allocation processes to improve accuracy, reduce manual effort, and maintain full audit transparency.
Expert Implementation and Support Tailored to Your Firm
Flexi delivers more than technology, we provide a tailored implementation process built around the structure, pace, and regulatory needs of financial services firms. From discovery through deployment, our team works collaboratively to ensure the system supports your operations and growth strategy. Post-launch, our support team remains engaged, offering expert guidance to help your team maintain accuracy, compliance, and performance over time.
Find Out How Flexi Transforms Accounting for Financial Services
Flexi delivers the automation, compliance, and trusted support financial services firms need to streamline operations, improve accuracy, and scale with confidence.