EVERYTHING XIAOMI
Get listed
Flexi logo

Flexi

Flexi is accounting software for insurance companies, banks, credit unions, and other financial services organizations.

Place
#23 of 42
Score
5.9
Flexi's website

What Flexi is

Flexi is accounting software for insurance companies, banks, credit unions, and other financial services organizations. Its core accounting modules cover general ledger, accounts payable and receivable, purchasing, fixed assets, and project accounting. It supports multi-company consolidations, multi-book and multi-currency accounting, as well as scenario modeling and rolling forecasts. Browser-based, no-code configuration can automate accounting and operational workflows. The FP&A suite combines real-time reporting, Excel-based analytics, and collaborative budgeting. Flexi integrates with banking, insurance, HR, payroll, ERP, reporting, claims, policy, loan, and investment systems. FlexiSync provides open APIs, synchronizes data in real time, and can convert business events into financial transactions. FlexiNetExchange transfers files and data between Flexi and external applications. Modules can be deployed in the cloud or on premise, individually or as a suite. Accounting modules include compliance and audit controls; FlexiRecon provides an audit trail. Pricing is paid and available on request.

Good

  • Supports multi-company, multi-book, and multi-currency accounting
  • Includes core accounting and project accounting modules
  • FP&A includes real-time reporting and collaborative budgeting
  • Offers cloud or on-premise deployment
  • Provides APIs and real-time data synchronization

Watch out

  • Pricing is available only on request
  • Designed for financial services organizations

Who it suits

Flexi suits insurance, banking, credit union, and financial services organizations that need multi-entity accounting and financial planning tools. Its deployment options may fit organizations seeking cloud or on-premise modules.

Verdict

Flexi brings accounting, workflow automation, and FP&A capabilities together for financial services organizations. Organizations considering it will need to request pricing and assess which modules and deployment setup they need.

The facts

Each one read from Flexi's own pages, with the date it was checked.

What it does

Accounting modules
Its core suite includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting.checked 2 Oct 2026
API
Flexi provides open APIs through FlexiSync for connecting banking, insurance, ERP, HR, payroll, and reporting systems.checked 1 Oct 2026
Core modules
Core Accounting includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting.checked 1 Oct 2026
Customer support contact
Existing customers can contact Flexi support at 1.800.353.9443 or [email protected].checked 1 Oct 2026
Data synchronization
FlexiSync synchronizes data in real time and can turn business events into financial transactions automatically.checked 1 Oct 2026
Deployment
Flexi says its solutions can be deployed in the cloud, on premises, or in a hybrid environment.checked 2 Oct 2026
File integration
FlexiNetExchange transfers files and data securely between Flexi and external applications.checked 1 Oct 2026
FP&A
Flexi offers budgeting, forecasting, analytics, and reporting tools, including Excel-based analytics.checked 2 Oct 2026
Industry focus
Flexi serves insurance companies, banks, credit unions, and financial services firms.checked 1 Oct 2026
Integrations
Flexi describes integrations with core banking, insurance, HR, payroll, ERP, and reporting systems through its open API architecture.checked 2 Oct 2026
Multi-entity accounting
Flexi supports multi-company consolidations, multi-book accounting, and multi-currency accounting.checked 2 Oct 2026
Pricing
The pricing page contains placeholder text and does not provide usable Flexi product pricing.checked 2 Oct 2026
Product
Flexi is accounting software designed for insurance companies, banks, credit unions, and financial services firms.checked 2 Oct 2026
Purpose
Flexi is accounting software built for insurance and financial institutions with multi-entity and multi-book capabilities.checked 1 Oct 2026
Scenario modeling
Yeschecked 23 Sep 2026
Security controls
Flexi says its automation uses embedded business logic and role-based rules to support accuracy, security, and audit transparency.checked 2 Oct 2026
Support
Flexi provides customer support by phone and email and says its support team members average more than 10 years of experience.checked 2 Oct 2026
Target customers
Flexi says its platform is purpose-built for insurance, banking, credit union, and financial services organizations.checked 2 Oct 2026
Workflow automation
Its browser-based workflow tools support no-code process setup, approvals, and role-based rules.checked 2 Oct 2026

The company

Founded
Flexi was founded in 1992 to provide enterprise-grade accounting software for complex financial industries.checked 1 Oct 2026
Headquarters
Atlanta, Georgia, United Stateschecked 28 Sep 2026

Alternatives to Flexi

All alternatives
  1. 1

    UniFi

    Free planAndroidiOSWebAPI
    8.0From £159 a month
  2. 2

    Gravity Software

    AndroidiOSWebAPI
    7.9
  3. 3
    7.7
  4. 4
    7.6
  5. 5

    Mayday

    Free planWebExtension
    7.4Free plan
  6. 6Intuit Enterprise Suite for Nonprofits logo
    7.3From $7,800 a year