Flexi

6.9easy start · #34 of 89
in Financial Planning & Analysis Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, self-hosted, Web.

Flexi is ranked #34 of 89 in financial planning & analysis software on The Geeks Club, made by Flexi (Atlanta, Georgia, United States). It runs on API, Self-hosted, Web.

Compared on financial planning & analysis software

Rolling forecasts: Yes
Scenario modeling: Yes
Multi-entity support: Yes
Data refresh: real-time

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The record

Purpose: Flexi is accounting software built for insurance and financial institutions with multi-entity and multi-book capabilities.
Core modules: Core Accounting includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting.
Workflow automation: Flexi automates accounting and operational workflows through browser-based, no-code drag-and-drop configuration.
FP&A: The FP&A suite provides real-time reporting, Excel-based analytics, and collaborative budgeting tools.
Integrations: Flexi integrates with core banking, insurance, HR, payroll, ERP, reporting, claims, policy, loan, and investment systems.
API: Flexi provides open APIs through FlexiSync for connecting banking, insurance, ERP, HR, payroll, and reporting systems.
Data synchronization: FlexiSync synchronizes data in real time and can turn business events into financial transactions automatically.
File integration: FlexiNetExchange transfers files and data securely between Flexi and external applications.
Deployment: Flexi modules can be deployed in the cloud or on premise, individually or as an integrated suite.
Security controls: Flexi accounting modules include built-in compliance and audit controls, while FlexiRecon provides a complete audit trail.
Industry focus: Flexi serves insurance companies, banks, credit unions, and financial services firms.
Support: Flexi provides hands-on implementation and long-term support from team members averaging more than 10 years of experience.
Customer support contact: Existing customers can contact Flexi support at 1.800.353.9443 or [email protected].
Product: Flexi is accounting software designed for insurance companies, banks, credit unions, and financial services firms.

Where it ranks on The Geeks Club

Best Financial Planning & Analysis Software in 2026#34 of 89
Best Financial Forecasting Software in 2026#20 of 67
Best Intercompany Accounting Software in 2026#10 of 41
Best General Ledger Software in 2026#5 of 24

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Sources

flexi.com· checked 1 Oct 2026
flexi.com/core-accounting/· checked 1 Oct 2026
flexi.com/accounting-automation/· checked 1 Oct 2026
flexi.com/financial-planning-and-analysis-fpa/· checked 1 Oct 2026
flexi.com/integrations/· checked 1 Oct 2026
flexi.com/company/· checked 1 Oct 2026
flexi.com/contact/· checked 1 Oct 2026
flexi.com/financial-management/· checked 2 Oct 2026
flexi.com/pricing/· checked 2 Oct 2026