Flexi
Flexi: Multi-entity planning, reporting, and accounting for financial services organizations. Ranked #34 of 41 in Intercompany Accounting Software by our editors (4.9/10); pricing: Pricing on request; best for planning teams needing multi-entity reporting.
At a glance
- Editor score4.9 / 10
- PricingPricing on request
- Best forPlanning teams needing multi-entity reporting
- Founded1992 · Atlanta, Georgia, United States
- Facts checked23 Sep 2026
Where it wins
- Combines budgeting, forecasting, reporting, and collaborative approvals
- Supports multi-entity consolidation, drill-down, and audit trails
- Connects with banking, insurance, payroll, and investment systems
Where it doesn't
- Pricing requires a conversation with the sales team
- Primarily designed for financial services organizations
- Deployment planning spans cloud and self-hosted options
Our verdict on Flexi
Flexi is an enterprise accounting and financial planning platform for insurance companies, banks, credit unions, and other financial services organizations. Its FP&A suite brings together budgeting, forecasting, scenario modeling, reporting, Excel-based analytics, and collaborative planning with the wider Flexi accounting platform. Teams managing multiple entities and books can use consolidation, real-time financial reporting, transaction-level drill-down, audit trails, and approval workflows. The product is available through web and self-hosted deployment options, with AI-assisted initial budget creation included among its planning capabilities.
Flexi’s strongest fit is its connection between planning and financial control. Scenario-based budgeting, rolling forecasts, variance analysis, real-time data refresh, automated report delivery, commenting, and approval workflows support recurring planning cycles. Excel-based pivot reports and charts add a familiar analysis layer, while multi-entity reporting helps teams review financial information across organizational structures. Transaction-level drill-down and audit trails provide additional visibility for teams that need to trace reported figures back to underlying activity.
The platform also fits environments with established financial-services systems. Integrations cover policy administration, claims, core banking, payroll, investment, and expense management systems, giving organizations several paths for connecting operational and financial data. Pricing follows a contact-sales model, so Flexi is better suited to organizations prepared for an enterprise purchasing process than to smaller teams seeking self-serve software. Choose Flexi when multi-entity planning, accounting, reporting, and financial-services integrations belong in one platform; consider an alternative when the need is a lightweight planning tool or a product designed for industries outside financial services.
Flexi pricing
Flexi fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Automated eliminations | Not verified |
| Intercompany confirmations | Not verified |
| Transaction matching | Not verified |
| Reconciliation workflows | Not verified |
| Entity limit | Not verified |
| ERP integrations | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Support | Email, Phone, Tickets |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Flexi Report Writer, FlexiBI, Microsoft Excel, Policy administration systems, Claims systems, Core banking systems … |
| Pricing | Pricing on request |
| Website | flexi.com |
| Facts checked | 23 Sep 2026 |
Flexi integrations
Flexi lists 7 integrations on its own site.
- Flexi Report Writer
- FlexiBI
- Microsoft Excel
- Policy administration systems
- Claims systems
- Core banking systems
- Payroll systems
Alternatives to Flexi
- BlackLine IntercompanyA broad web platform for automating intercompany accounting across six major ERP systems.9.0
- EntriesOneAn end-to-end system for capturing, matching, confirming, eliminating, and reporting intercompany activity.8.2
- Taxilla Intercompany EliminationDeep elimination controls for finance teams managing complex intercompany accounting.8.1
Also listed in
- Financial Planning & Analysis Software
- Financial Forecasting Software
- General Ledger Software
- Insurance Financial Management
Used Flexi? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Flexi for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Flexi is listed in our Intercompany Accounting Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/flexi/"><img src="https://www.itechguides.com/best/badge/flexi.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update