Flexi Insights built for Insurance carriers and financial institutions

Forecast, Interact and Narrate in one suite, now with the Flexi look and an MCP server that connects your AI assistant to your financial reports. A single FP&A platform that offers curated functionality for regulated markets. Integrated with Flexi’s broader suite, Flexi Insights gives control over your finance program all tied to your day-to-day accounting operations.

Ask your reports

The Flexi Insights MCP server connects Flexi Insights to MCP-compatible AI assistants. Ask for a report, check on report jobs or ask about the numbers, and the answer comes from Flexi Insights, right in the conversation within ChatGPT, Claude, Copilot, Gemini, etc. It’s included for every Flexi Insights customer.

• For analysts: Pull a statement and work through the variances without exporting to a spreadsheet first.
• For admins: See what ran overnight, what failed and what needs a rerun.
• For leaders: Get a straight answer from the numbers you already trust.

One platform, three modules

• Forecast: Build budgets and forecasts, then track actuals against them.
• Interact: Interactive pages for exploring and working with your numbers.
• Narrate: Design, run and distribute your financial reports.

Ask questions about your financials in plain English and get answers from your live Flexi Insights data, without waiting on a report request or a custom build

Cut the time from question to answer from days to minutes, so finance teams spend less time pulling reports and more time acting on them