workflow automation

Accounting Workflow Automation Software Built for Financial Operations

From invoice routing to asset tracking, FlexiWorkflowTM helps financial institutions boost productivity and strengthen control.

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Streamline Financial Workflows Across Your Organization

FlexiWorkflowTM helps financial institutions replace time-consuming, manual processes with streamlined automated workflows tailored to your business rules. From electronic invoice and journal approvals to contract management and employee expense routing, Flexi empowers teams to move faster and reduce errors. Even non-accounting users can easily participate using our intuitive, browser-based interface, supporting cross-department collaboration, comprehensive audit trails, and consistent process execution across your entire organization.

KEY FEATURES

Workflow Automation Built for Control and Efficiency

FlexiWorkflowTM enhances accounting operations by transforming manual, error-prone tasks into efficient, auditable, automated processes. With an intuitive, no-code setup, teams can build and deploy workflows that streamline reviews, approvals, and cross-department collaboration–all while maintaining strong internal controls and audit readiness.

Automated Approvals and Routing

Automate multi-step workflows for purchasing, payables, and reviews with built-in reminders and email-based approvals. Keep processes moving efficiently while maintaining full visibility and audit tracking.

Intuitive, No-Code Workflow Builder

Configure and launch custom workflows without relying on IT. Flexi’s drag-and-drop interface makes it easy to build and update processes tailored to your business needs.

Comprehensive Document Management

Automatically generate, route, and store key documents with full audit trails. Improve compliance while reducing the manual burden on staff.

Cross-Department Collaboration

Enable users across departments to participate in workflows without logging into a new system. With email-based approvals and minimal training, FlexiWorkflowTM decentralizes tasks to free up AP teams and extends automation beyond accounting for broader organizational impact.

Built-In Controls and Audit Readiness

Support strong internal controls with role-based permissions and workflow logging. Maintain visibility and compliance from initiation to completion.

Seamless Integration with Flexi’s Accounting Solutions

FlexiWorkflowTM connects directly with Flexi’s accounting modules to power end-to-end automation across general ledger, purchasing, AP, and asset management.

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Flexi’s eApp Suite

Extend Automation Across Your Organization
Flexi’s eSuite of Web-Based Applications

Accounting is rarely only a back-office function. It depends on timely input from teams across your organization. Our FlexiWorkflowTM eSuite extends automation beyond finance by simplifying key interactions like submitting invoices, processing payments, managing vendors, and handling expenses. These intuitive web-based apps help eliminate paper, reduce errors, and accelerate approvals for:

  • Invoice approvals (eInvoice)
  • Journal entries (eJournal)
  • Payment processing (ePayment)
  • Travel and expense (T&E) management (eT&E)
  • Vendor onboarding and updates (eVendor)
  • Requisitions and Purchase Orders (eRequest)

flexi platform

A Unified Accounting Platform Built for Excellence

The Flexi platform brings together four powerful pillars — Core Accounting, Workflow Automation, FP&A, and Third Party Integrations — to create a cohesive enterprise accounting environment. Each component is purpose-built to solve complex financial challenges–together they deliver unmatched visibility, control, and efficiency across every stage of your accounting process.

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Core Accounting Modules

A comprehensive suite that includes general ledger, accounts payable, accounts receivable, purchasing, fixed assets, and project accounting. Built for high volumes, complex structures, and real time financial visibility.

Flexi Workflow Suite

Eliminate manual tasks and reduce risk by automating processes across departments. Flexi’s intuitive workflows support faster approvals, stronger controls, and better collaboration.

Budgeting, Forecasting, Analytics, and Reporting

Flexi’s FP&A suite empowers finance teams with real-time reporting, Excel-based analytics, and collaborative budgeting tools in a single platform. Eliminate spreadsheet chaos, reduce reliance on IT, and gain the insight and control needed to guide smarter financial decisions.

Third Party Integrations

Easily connect Flexi with the systems you already use, including policy administration, claims, core banking, payroll, and more. Remove data silos and enable seamless information flow across the enterprise.


  • “We’ve definitely seen increased efficiency by using Flexi’s Accounts Payable and Workflow solutions. Multi-user entry, centralized payments and advanced workflow are just some of the great features that help streamline our accounting processes.”
    Donald B. McCarthy, SVP and Controller
    Glacier Bancorp, Inc.

Ready to Optimize Accounting Workflows?

Simplify approvals, reduce errors, and accelerate financial processes with automation built for financial institutions.

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