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Partnership Program

Enhance your current portfolio with an enterprise accounting solution designed for growth.

Flexi's Partnership Program

Synergy and success. These are two words that summarize Flexi’s partnership strategy. We believe that great partnerships are formed when two companies come together to achieve a common set of goals and are equally committed to success.

With a laser focus on accounting software, our goal is simple: to deliver exceptional technology that greatly simplifies accounting. We provide our customers with the tools they need to do their job faster and with far greater ease and accuracy.

We invite you to explore a partnership opportunity and see why leading brands have relied on Flexi’s accounting software for 30 years.

"With Flexi, we found the right partner that is focused on all the right things."
Flexi BPO Partner
Flexi BPO PartnerTestimonial

Partnerships Designed for Mutual Success

OEM and White Label Partners

For three decades, Flexi has powered OEM and white label accounting solutions for world-leading brands. Our deep expertise and knowledge of the accounting nuances of many vertical industries provides unmatched capabilities to our industry partners. See why Flexi is the accounting platform of choice for companies like Allscripts, Sapiens, Optum (UnitedHealthcare), Change Healthcare, Acturis, Majesco, and one of the world’s leading global banking platforms.

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Finance and Accounting Outsourcing

In a new era of consolidated accounting operations with distributed contributors, companies are increasingly looking at finance and accounting outsourcing and BPO services to deliver cost-effective accounting solutions. Flexi’s accounting platform, company strength and commitment to continual innovation presents the ideal foundation to power the future of your business.

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Product Partners

Third-party product partners offer technology that complements our accounting platform and extends our capabilities. Through these technology partnerships, Flexi is aligned with some of the industry’s top technology vendors for reporting, HR, payroll, compliance and more, which enables us to deliver an end-to-end ERP solution to our customers.
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Referral Partners

Flexi’s referral partnership program provides the ability for service-oriented companies such as consultants and CPA firms to earn revenue simply by referring their customers to Flexi – without needing to know how to sell, implement or support them. If your success depends on your ability to refer best-of-breed accounting solutions, Flexi delivers.

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Why Partner With Flexi?

Technology

Grow your business with continually evolving accounting solutions battle tested by world leading brands for three decades.

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Flexibility

Our partnership offers many options to deliver benefits: functionality, licensing, deployment or support levels.
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Leadership

Lean on the strength of Flexi, with our deep knowledge and ability to innovate and solve tough accounting challenges.
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Experience

With 30 years of proven experience, Flexi is a partner you can trust for sustainable growth.
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Featured Case Study

Discover what a Flexi partnership can do for your business.

Flexi enables this BPO to deliver an accounting solution to its 8,000 customers that enables them to close books 70% faster than the industry average and reduce costs up to 30%.

Because Flexi’s focus is on FAO, they offer rich features that are not typically found out-of-the-box. Other providers we considered hadn’t put the level of thought and detail into automating accounting processes like Flexi had.

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"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, Senior Vice President & ControllerGlacier Bancorp, Inc.
Donald B. McCarthy, Senior Vice President & Controller
“Flexi handles our complex accounting and financial requirements. We capture all lines of business throughout varying states and code expenses to them to produce accurate consolidated statements with precisely the information that management wants – and needs – to see.”
Mary J. Paulsen, CPA, AIAF Vice President & ControllerPharmacists Mutual Insurance Company
Mary J. Paulsen, CPA, AIAF Vice President & Controller
"Flexi accounting software has proven to be a great fit for us. We find Flexi to be a large enough company to develop, deploy, and properly support a dependable accounting software package, yet small enough to be nimble and very responsive while servicing our needs. Their pricing, quality of software, and friendly service are of great value to Merchants.”
Don Blum, CFO & TreasurerMerchants Bonding Company
Don Blum, CFO & Treasurer
"We really like that all of Flexi’s accounting modules are tightly integrated, and how easy it is for us to take a purchase order, tie it to a project, and bring it all the way through to a fixed asset and payment seamlessly."
David Sparacio, Senior Vice PresidentIBERIABANK
David Sparacio, Senior Vice President
"The Customer Support team at Flexi is always responsive to our calls. They are genuine, completely knowledgeable, and have been willing to take on any issue with a helpful, positive attitude."
Brittany Klaus, CPA, Accounting ManagerSTCU (Spokane Teachers Credit Union)
Brittany Klaus, CPA, Accounting Manager
“We can easily track thousands of fixed asset items – from purchase all the way back to the ledger. The integration between all of the systems that these transactions touch is really seamless and saves us a lot of time.”
Alan Canivel, Financial Reporting SupervisorMercury Insurance Group
Alan Canivel, Financial Reporting Supervisor
"Flexi took the time to understand our unique needs and requirements to ensure that the solution was implemented exactly the way we wanted. The knowledge and responsiveness of the Flexi Customer Support team made the implementation process smooth and simple.”
Don Blum, CFO & TreasurerMerchants Bonding Company
Don Blum, CFO & Treasurer
“The ability to easily generate real-time, detailed reports has been extremely valuable to our team, and helps us meet our goals for accurate and timely reporting.”
Greg Voorhies, Director of AccountingMercury Insurance Group
Greg Voorhies, Director of Accounting
“Flexi has enabled us to go paperless with a number of processes, saving us a lot of money in paper and storage costs.”
Donald B. McCarthy, Senior Vice President & ControllerGlacier Bancorp, Inc.
Donald B. McCarthy, Senior Vice President & Controller
"The people at Flexi are very knowledgeable and the response time is instantaneous. We are thrilled with the customer service, and have no concerns about getting our questions answered!”
Gary Seifert, AccountantConstellation Mutual
Gary Seifert, Accountant
“Flexi is a very useful product to keep track of all our vendors and their invoices!”
Miriam Tamez, Vendor Management SpecialistLone Star National Bank
Miriam Tamez, Vendor Management Specialist
“Flexi is easy to use and provides a lot of efficiencies at our company. I really like that the Flexi modules are integrated. When looking up an account in the general ledger, I can view from invoice to payables with the click of a button.”
Toni Thomforde, Senior Accounting/Budget AnalystConstellation
Toni Thomforde, Senior Accounting/Budget Analyst
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