Overview

Flexi is accounting software built for insurance companies, banks, credit unions and other financial services firms. It suits teams that need multi-entity accounting alongside financial planning and connections to industry systems. Its combination of accounting controls, configurable workflows and integration options is strongest for organizations with financial-industry requirements; custom pricing means teams must assess the cost against their needs.

Key features

Accounting and consolidation

The core suite covers general ledger, accounts payable and receivable, purchasing, fixed assets and project accounting. Multi-company consolidation, multi-book accounting and multi-currency support make Flexi relevant to organizations managing several entities or accounting views. This breadth is useful when finance teams want those functions in one system, though it is purpose-built for financial services rather than a general-purpose accounting audience.

Planning and automation

Flexi’s FP&A suite combines real-time reporting, Excel-based analytics and collaborative budgeting. Scenario modeling and rolling forecasts support planning that changes as business conditions shift. Browser-based, no-code drag-and-drop workflow configuration lets teams automate accounting and operational processes without building them from code.

Integration and controls

Flexi connects with core banking, insurance, HR, payroll, ERP, reporting, claims, policy, loan and investment systems. FlexiSync provides open APIs and real-time synchronization, including the ability to turn business events into financial transactions automatically. FlexiNetExchange handles secure file and data transfers with external applications. Together, these options give organizations several ways to connect existing systems, but the fit will depend on the systems and workflows they need to join.

Accounting modules include built-in compliance and audit controls, and FlexiRecon provides a complete audit trail. Modules can be deployed individually or as an integrated suite, in the cloud or on premise. That deployment choice supports different infrastructure preferences, while the modular approach allows teams to select a narrower setup rather than adopting the full suite.

Pricing

Flexi is paid software with custom pricing. Teams should request a quote and compare it with the modules, deployment approach and integrations they require; there are no public plan tiers or prices to use as a starting point for budgeting.

Platforms

Flexi supports API, self-hosted and web deployments. Cloud and on-premise options apply to its modules, which can be deployed separately or together. This range is a practical advantage for financial organizations with existing infrastructure requirements.

Who it's for

Flexi is aimed at insurance companies, banks, credit unions and financial services firms that need multi-entity or multi-book accounting, financial planning, and links to operational systems. It is a stronger fit for those organizations than for teams seeking a broadly applicable accounting product.

Pros and cons

Pros: Multi-company, multi-book and multi-currency accounting addresses the complexity of financial organizations working across entities and accounting views.
Pros: Open APIs, real-time synchronization and secure file exchange provide several routes for connecting banking, insurance and business systems.
Pros: Cloud and on-premise deployment, plus modular adoption, give teams flexibility over infrastructure and scope.
Cons: Custom pricing makes it difficult to estimate cost before discussing requirements with Flexi.
Cons: Its industry-specific focus makes it a poor match for organizations that do not need financial-services accounting capabilities.

Alternatives

For teams comparing planning and accounting products, Cube offers full platform access, custom roles, and unlimited dimensions and users in its Bronze plan; its Silver plan also lists full platform access and custom roles. OneStream is another paid option, available across web, API, self-hosted, desktop and mobile platforms. Planful tailors subscription pricing to company size, user count and selected modules. Unit4 FP&A provides pricing on request, with no public plan tiers or usage limits.

Workday Adaptive Planning offers a 30-day free trial and supports web, API, desktop and mobile platforms, making it worth considering for teams that want a trial before buying. Budgyt has a nonprofit plan from $399.00 USD per month, billed annually, with unlimited users and pricing that scales by departments or programs. Drivetrain uses custom pricing based on connected systems, features, model complexity, data sources and implementation model. Pigment offers a 14-day free trial with a private workspace and weekly office hours; some features and capabilities are limited, and no credit card is required.

Readers comparing category-specific tools can also review Financial Forecasting Software, General Ledger Software, Intercompany Accounting Software and Financial Planning & Analysis Software.

Verdict

Choose Flexi if your insurance, banking, credit union or financial services organization needs industry-focused accounting, multi-entity support and integration with operational systems. Its main advantage is bringing accounting, planning and connectivity options together with cloud or on-premise deployment. Look elsewhere if you need public pricing to make an initial comparison or do not need a financial-services-focused platform.

	Flexi	Una AI
Free plan	No	No
Free trial	No	No
Paid from	—	—
Open source	No	No
Platforms	api, self-hosted, Web	Web
Scenario modeling	Yes	Yes
Budgeting	—	Yes
Forecasting	—	Yes
Variance analysis	—	Yes
Workforce planning	—	Yes

Flexi vs Una AI

Flexi

Una AI