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