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Flexi

by Flexi

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What Flexi is

Flexi is accounting software for insurance companies, banks, credit unions, and other financial services firms. Its core accounting modules cover general ledger, accounts payable and receivable, purchasing, fixed assets, and project accounting. It supports multi-company consolidation, multi-book and multi-currency accounting, plus scenario modeling and rolling forecasts. Browser-based, no-code configuration can automate accounting and operational workflows. Its FP&A suite includes real-time reporting, Excel-based analytics, and collaborative budgeting. Flexi connects 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, separately or as a suite. Accounting modules include compliance and audit controls, and FlexiRecon provides an audit trail. Flexi is paid, with pricing on request.

Who it suits

Flexi suits insurance, banking, credit union, and financial services organizations needing accounting across multiple entities or books. Its planning and workflow tools may also suit finance teams managing forecasts and recurring processes.

What it does well

  • Supports multi-company, multi-book, and multi-currency accounting
  • Includes real-time reporting and collaborative budgeting
  • Modules can be deployed in the cloud or on premise
  • FlexiSync synchronizes data in real time

What to know first

  • Pricing is available on request
  • No usable product prices are provided

Getting started

  1. Visit the Flexi website.
  2. Contact Flexi to request pricing.
  3. Choose modules for individual deployment or an integrated suite.
  4. Select cloud or on-premise deployment.

Verdict

Flexi combines core accounting with planning, workflow automation, and connections to financial systems. Organizations should request pricing and confirm which modules and deployment fit their needs.

Questions

Who makes Flexi?

Flexi is made by Flexi, headquartered in Atlanta, Georgia. The company was founded in 1992.

How much does Flexi cost?

Pricing is on request.

Which organizations is Flexi designed for?

Flexi serves insurance companies, banks, credit unions, and financial services firms.

What deployment options does Flexi offer?

Modules can be deployed in the cloud or on premise, individually or as an integrated suite.

Does Flexi provide APIs and integrations?

Yes. FlexiSync provides open APIs, and Flexi integrates with banking, insurance, HR, payroll, ERP, reporting, claims, policy, loan, and investment systems.

Does Flexi support multi-entity accounting?

Yes. It supports multi-company consolidations, multi-book accounting, and multi-currency accounting.

Facts from Flexi's own pages

Accounting modules
Its core suite includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting. · flexi.com, 2 Oct 2026
API
Flexi provides open APIs through FlexiSync for connecting banking, insurance, ERP, HR, payroll, and reporting systems. · flexi.com, 1 Oct 2026
Core modules
Core Accounting includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting. · flexi.com, 1 Oct 2026
Customer support contact
Existing customers can contact Flexi support at 1.800.353.9443 or [email protected]. · flexi.com, 1 Oct 2026
Data synchronization
FlexiSync synchronizes data in real time and can turn business events into financial transactions automatically. · flexi.com, 1 Oct 2026
Deployment
Flexi says its solutions can be deployed in the cloud, on premises, or in a hybrid environment. · flexi.com, 2 Oct 2026
File integration
FlexiNetExchange transfers files and data securely between Flexi and external applications. · flexi.com, 1 Oct 2026
Founded
Flexi was founded in 1992 to provide enterprise-grade accounting software for complex financial industries. · flexi.com, 1 Oct 2026
FP&A
Flexi offers budgeting, forecasting, analytics, and reporting tools, including Excel-based analytics. · flexi.com, 2 Oct 2026
Headquarters
Atlanta, Georgia, United States · flexi.com, 28 Sept 2026
Industry focus
Flexi serves insurance companies, banks, credit unions, and financial services firms. · flexi.com, 1 Oct 2026
Integrations
Flexi describes integrations with core banking, insurance, HR, payroll, ERP, and reporting systems through its open API architecture. · flexi.com, 2 Oct 2026
Multi-entity accounting
Flexi supports multi-company consolidations, multi-book accounting, and multi-currency accounting. · flexi.com, 2 Oct 2026
Pricing
The pricing page contains placeholder text and does not provide usable Flexi product pricing. · flexi.com, 2 Oct 2026
Product
Flexi is accounting software designed for insurance companies, banks, credit unions, and financial services firms. · flexi.com, 2 Oct 2026
Purpose
Flexi is accounting software built for insurance and financial institutions with multi-entity and multi-book capabilities. · flexi.com, 1 Oct 2026
Scenario modeling
Yes · flexi.com, 23 Sept 2026
Security controls
Flexi says its automation uses embedded business logic and role-based rules to support accuracy, security, and audit transparency. · flexi.com, 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. · flexi.com, 2 Oct 2026
Target customers
Flexi says its platform is purpose-built for insurance, banking, credit union, and financial services organizations. · flexi.com, 2 Oct 2026
Workflow automation
Its browser-based workflow tools support no-code process setup, approvals, and role-based rules. · flexi.com, 2 Oct 2026

Where Flexi stands on Freedom251

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