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ease
features
design
support

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Description

Enhance your business growth through a unified approach to planning, reporting, and analytics that fosters collaboration. Bizview, now part of insightsoftware, a premier provider in financial reporting and enterprise performance management (EPM), underscores the importance of adaptability in budgeting and reporting. Consider how well your current tools can cater to your specific business requirements. While many budgeting and planning solutions tout their flexibility, they often confine you to rigid structures that do not align with your operational needs. This limitation hinders your ability to optimize performance since the planning frameworks fail to accurately mirror your organization's key drivers. The ideal scenario is one where your processes seamlessly integrate with the tools at your disposal, rather than forcing you to conform to the capabilities of the software. Relying on manual budgeting and forecasting methods can lead to cumbersome data transfers across numerous Excel spreadsheets, complicating collaboration among team members and decision-makers. Such practices can easily result in a loss of control, creating a cycle of inefficiency that is both time-consuming and prone to errors. Furthermore, traditional planning and reporting often place a heavy burden on IT departments to supply the required data, which can slow down the overall process. Hence, a more streamlined and adaptable approach to financial management is essential for fostering effective decision-making and driving business success.

Description

FlexiEPM is an EPM platform with advanced FP&A, financial reporting and consolidation capabilities for mid-size and large companies, capital groups and international organizations. Architecture: Microsoft SQL Server, multidimensional processing. Excel is the working interface for finance users; data, versions, business logic and permissions are managed centrally, not in files. Integrations with ERP, HR, accounting and BI systems, including Microsoft Dynamics, SAP HR and Power BI. Controlled data mappings with drill-down from consolidated figures to source records. Security: role-based permissions, Active Directory and SSO, change history, audit trail, backup and disaster recovery defined per deployment. Functional scope: budgeting and rolling forecasts, management and financial reporting, multi-company and multi-currency consolidation, cost allocation and profitability management, IFRS 16, personnel cost planning. Cloud or on-premise. English and Polish interface, easily localized.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

24SevenOffice Yes 
Azure CDN No 
Deltek Maconomy Yes 
Fortnox Yes 
Infor CloudSuite ERP Yes 
Infor LN No 
Infor M3 Yes 
Infor SunSystems No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
OPTIMA No 
Odoo No 
PowerOffice Yes 
Qlik Sense Yes 
SugarCRM No 
Tripletex Yes 
Unit4 ERP Yes 
Xero Yes 
Xledger Yes 
enova365 No 

Integrations

24SevenOffice No 
Azure CDN Yes 
Deltek Maconomy No 
Fortnox No 
Infor CloudSuite ERP No 
Infor LN Yes 
Infor M3 No 
Infor SunSystems Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
OPTIMA Yes 
Odoo Yes 
PowerOffice No 
Qlik Sense No 
SugarCRM Yes 
Tripletex No 
Unit4 ERP No 
Xero No 
Xledger No 
enova365 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

From 750 euros per month
FlexiEPM is licensed as an annual subscription, quoted individually for each organization. Implementation services are priced separately.

The subscription depends on:

number of users; number of companies and reporting entities; selected modules; integrations with ERP, HR, accounting and BI systems; deployment model (cloud or on-premise); support level; complexity of finance processes.

Implementation is scoped after an analysis of your processes, data sources and reporting requirements, so the budget and the timeline are known before the project starts.

FlexiEPM is modular. Organizations can start with a single process, such as consolidation or budgeting, and extend the scope later, which spreads the investment over time.

A consultation and a demo based on your own reporting process are available at no cost. A proof of concept on real data can be arranged during the scoping phase.

Contact us for a quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

insightsoftware

Founded

2018

Country

United States

Website

www.insightsoftware.com

Vendor Details

Company Name

Flexi Solutions sp. z o.o. sp.k.

Founded

2016

Country

Poland

Website

flexiepm.pl/en/

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

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