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Flexi

flexi.com

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Spec score 7.5 #23 of 43 in Intercompany Accounting Software

What it 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. The platform supports multi-company consolidations, multi-book accounting, and multiple currencies. Browser-based, no-code drag-and-drop configuration can automate accounting and operational workflows. The FP&A suite includes real-time reporting, Excel-based analytics, and collaborative budgeting tools. 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 an integrated suite. Accounting modules include compliance and audit controls, while FlexiRecon provides an audit trail. The company is headquartered in Atlanta and was founded in 1992. Pricing is on request.

Spec sheet

Purpose
Flexi is accounting software built for insurance and financial institutions with multi-entity and multi-book capabilities.Read 1 Oct 2026 · flexi.com
Product
Flexi is accounting software designed for insurance companies, banks, credit unions, and financial services firms.Read 2 Oct 2026 · flexi.com
Deployment
Flexi says its solutions can be deployed in the cloud, on premises, or in a hybrid environment.Read 2 Oct 2026 · flexi.com
API
Flexi provides open APIs through FlexiSync for connecting banking, insurance, ERP, HR, payroll, and reporting systems.Read 1 Oct 2026 · flexi.com
Integrations
Flexi describes integrations with core banking, insurance, HR, payroll, ERP, and reporting systems through its open API architecture.Read 2 Oct 2026 · flexi.com
Support
Flexi provides customer support by phone and email and says its support team members average more than 10 years of experience.Read 2 Oct 2026 · flexi.com
Headquarters
Atlanta, Georgia, United StatesRead 28 Sep 2026 · flexi.com
Founded
Flexi was founded in 1992 to provide enterprise-grade accounting software for complex financial industries.Read 1 Oct 2026 · flexi.com
Accounting modules
Its core suite includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting.Read 2 Oct 2026 · flexi.com
Core modules
Core Accounting includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting.Read 1 Oct 2026 · flexi.com
Customer support contact
Existing customers can contact Flexi support at 1.800.353.9443 or [email protected].Read 1 Oct 2026 · flexi.com
Data synchronization
FlexiSync synchronizes data in real time and can turn business events into financial transactions automatically.Read 1 Oct 2026 · flexi.com
File integration
FlexiNetExchange transfers files and data securely between Flexi and external applications.Read 1 Oct 2026 · flexi.com
FP&A
Flexi offers budgeting, forecasting, analytics, and reporting tools, including Excel-based analytics.Read 2 Oct 2026 · flexi.com
Industry focus
Flexi serves insurance companies, banks, credit unions, and financial services firms.Read 1 Oct 2026 · flexi.com
Multi-entity accounting
Flexi supports multi-company consolidations, multi-book accounting, and multi-currency accounting.Read 2 Oct 2026 · flexi.com
Pricing
The pricing page contains placeholder text and does not provide usable Flexi product pricing.Read 2 Oct 2026 · flexi.com
Scenario modeling
YesRead 23 Sep 2026 · flexi.com
Security controls
Flexi says its automation uses embedded business logic and role-based rules to support accuracy, security, and audit transparency.Read 2 Oct 2026 · flexi.com
Target customers
Flexi says its platform is purpose-built for insurance, banking, credit union, and financial services organizations.Read 2 Oct 2026 · flexi.com
Workflow automation
Its browser-based workflow tools support no-code process setup, approvals, and role-based rules.Read 2 Oct 2026 · flexi.com

Strong points and limits

Strong points

  • Supports multi-company consolidations and multi-book accounting
  • Offers cloud and on-premise deployment
  • Integrates with banking, insurance, and business systems
  • Real-time data synchronization through FlexiSync
  • Includes compliance controls and an audit trail

Limits

  • Pricing is available on request
  • Pricing page provides no usable product prices

Who it suits

Flexi is aimed at insurance, banking, credit union, and financial services organizations needing accounting across multiple entities or books. Its planning tools may suit teams that use real-time reporting, Excel-based analytics, and collaborative budgeting.

Verdict

Flexi combines accounting modules, workflow automation, and FP&A for financial services organizations. Prospective buyers will need to request pricing and assess deployment and integration fit.

Where Specifiction places it

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