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Vendor:Flexi Software
Product Name:FlexiFinancials
Current Version Number:Version 5
Date Product First Released:1993
PDF file Flexi Bill Presentment
PDF file FlexiAssets
PDF file FlexiAnalysis
PDF file FlexiWorkflow and ePayment
PDF file FlexiWorkflow and eInvoice
PDF file FlexiLedger
PDF file Flexi Financial Report Writer
PDF file FlexiPayables
PDF file FlexiPurchasing
PDF file FlexiReceivables
Short Product Description:
FlexiFinancials is a full suite of accounting and process-driven workflow software solutions for companies in several industries including Banking, Insurance, and Financial Services. The FlexiFinancials suite consists of a cohesive set of accounting modules that can operate independently or seamlessly integrate with third-party applications. The suite is easily scalable to meet the unique requirements of global enterprise organizations requiring multi-currency and multi-company capabilities.
Desktop Environments:
  • Windows 10
  • Windows 8.1
  • Windows 7
Operating Systems:
  • Windows 10
  • Windows 8.1
  • Windows 7
  • Windows Server 2012
  • Windows Server 2016
Databases Supported:
  • SQL Server
  • Oracle
Software Only Price Range:$50,000
Software Pricing: Important Considerations.
Geographic Availability:United States, Canada, Caribbean, Europe
Target Business Revenue:
  • Banks - Over $1B in assets
  • Insurance Companies - Over $50M in DWP
  • Credit Unions - Over $500M in assets
  • Services Companies  - Over $50M in revenue
Target Number of Employees:
  • Over 100 employees
Product Introduction:
FlexiFinancials Suite offers a fully integrated solution including general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and projects, along with several complimentary products for reporting and workflow.

Product Strengths:
The FlexiFinancials Suite is a process-driven solution that provides users a great deal of flexibility while adhering to the required controls, audit trails, and security that is required in today's market. Flexi's solutions provide the functionality that is offered in higher-end ERP systems without the cost and lengthy implementation time.
  • Financial Report Writer
  • FlexiLedger
  • FlexiPayables
  • FlexiPurchasing
  • FlexiReceivables
  • FlexiAssets
  • FlexiProjects
  • FlexiWorkFlow
  • eApps - eInvoice, eT&E, ePayment
  • FlexiAnalysis
Company Mission Statement:
Flexi's mission is to provide proven, flexible financial accounting and process-driven workflow solutions, as well as unmatched customer support and services.
Firm Description:
Flexi Software, founded in 1992, is a leading provider of enterprise
accounting and process-driven workflow software. Our feature-rich
accounting solutions can scale to handle millions of transactions, yet remain
flexible enough to meet the requirements of any size company in any industry,
including Banking, Healthcare, Insurance, and Credit Unions. From general
ledger and accounts payable applications to process-driven workflow and e-suite
products, Flexi solutions enable greater accounting efficiencies with the
flexibility needed to empower finance professionals to successfully navigate
the changing needs of the business, market, and regulatory landscape. We sell
our software through our own sales team as well as partners who have integrated
our software with their industry solutions. Flexi software can be installed on
premises or in a cloud environment.
Industry Strengths:
Unlike many of our competitors, we focus all of our energy on developing the best accounting solutions; not numerous different types of solutions, which allows us to maintain a deep knowledge of the industry and to design solutions that truly deliver. As a "boutique player" in the software industry, we are also able to provide a personalized level of service by experienced people, so we can anticipate and respond to all of your unique needs.
Consulting Services:
Flexi is committed to 100% customer satisfaction. We pride ourselves on delivering the best customer service and support in the industry. Whether you are a new customer looking to implement a Flexi solution or an existing customer looking for support, the Flexi team is here to help. We offer our signature RAPID implementation methodology that ensures your implementation is on time, on budget, and meets your business requirements. Flexi is there for you - from purchase to implementation and beyond. Our Support team excels in answering questions about our software, assisting with upgrades, training, and problem solving, and they will be sure to keep you up to date with the latest product information as it becomes available.
Technical Services:
Flexi provides technical services for all of its applications and assists with the recommendation of hardware, infrastructure, and performance tuning.
Flexi's Consulting Services team helps you achieve your stated business goals and facilitates the optimal implementation and mix of Flexi products. Flexi's experienced staff has developed an implementation methodology called RAPID, which ensures a fast, efficient, and successful implementation.

The RAPID implementation methodology has five basic steps:
  • R - Requirements are gathered
  • A - Analysis of the requirements to determine how best to implement
  • P - Prototype the recommended solution and gain approval
  • I - Implement the approved prototype
  • D - Deploy the applications and train the users

Consulting services are always available after the initial implementation if your business needs change or if you are looking for assistance with upgrading your system. Flexi is always there to support you and your team.
Flexi believes it is very important to provide key information to users so they can use our solutions to more efficiently perform their job functions. Flexi offers several education options, depending upon the user, their skill set, and the defined goals. Flexi develops customized education programs that focus on what is important to you so you do not have to worry about translating a standard education session into your company's terminology. Flexi provides on-site and Internet-based training classes to help you become better educated. You decide what is best for you and your organization.
Nothing can be more frustrating than trying to get assistance from a support representative's automated voicemail system or from someone who is not familiar with your products or your business needs. Flexi takes the time to know and understand each customer's situation and how they have implemented Flexi solutions so we can provide the best assistance. Support is available online, over the phone, and via e-mail. With Flexi's Support team, "issues" are tracked, promises are kept, and problems are solved. When you choose Flexi, you are getting more than a product. You are also gaining a relationship with a knowledgeable team of people who are eager to support you.
Application Development:
FlexiFinancials applications are developed using Microsoft development tools Visual C++ and C#. The applications APIs are exposed using Microsoft technologies, such as COM, .NET, and IIS-based Web services.
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