Banks · Credit unions · Insurance · Financial services

Your core system creates the volume. Flexi makes sense of it.

Flexi automates the high-volume, repetitive work between your core systems and the general ledger, and gives finance one clear view across every entity, book, and report.

AUTOMATED · MULTI-ENTITY · REAL-TIME VISIBILITY
Every number traceableReal-time view across entities, books, and branches.
“Increased efficiency”Glacier Bancorp, Inc.

Trusted by banks, credit unions, insurers, and financial services firms

Automation + visibility

Built for the complexity in the plainness.

The same entries, reconciliations, and allocations at high volume, across many entities, under constant scrutiny. Flexi automates that work and shows you all of it.

01

Automation

Bring in core and subledger activity, route approvals through workflow, and automate allocations and intercompany entries.

02

Visibility

Real-time reporting across entities, books, and branches, with every number traceable to its source.

03

Control

Workflow approvals and an audit trail on every transaction, ready for examiners and auditors.

Platform

One platform, four solutions.

Connected modules on a single, enterprise-grade ledger.

Who we serve

Built for your institution

Automation and visibility tuned to how each sector reports.

Trusted by financial institutions
We’ve definitely seen increased efficiency by using Flexi’s Accounts Payable and Workflow solutions. Multi-user entry, centralized payments, and advanced workflow are just some of the great features that help streamline our accounting processes.
Donald B. McCarthySenior Vice President & Controller, Glacier Bancorp, Inc.
“Flexi handles our complex accounting and financial requirements. We capture all lines of business throughout varying states and code expenses to them to produce accurate consolidated statements with precisely the information that management wants – and needs – to see.”
Mary J. Paulsen, CPA, AIAFVice President & Controller, Pharmacists Mutual Insurance Company
“We find Flexi to be a large enough company to develop, deploy, and properly support a dependable accounting software package, yet small enough to be nimble and very responsive while servicing our needs.”
Don BlumCFO & Treasurer, Merchants Bonding Company
Get started

See your institution’s accounting, automated and in full view.

Show us how your entities, core systems, and reports fit together. We’ll show you how Flexi automates the work.

Request a demo →
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