Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.
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
No
API Access
Has API
No
Integrations
Odoo
Yes
Azure CDN
No
Infor LN
No
Infor SunSystems
No
OPTIMA
No
QuickBooks Online
Yes
Stripe
Yes
SugarCRM
No
Xero
Yes
Zoho Books
Yes
Integrations
Odoo
Yes
Azure CDN
Yes
Infor LN
Yes
Infor SunSystems
Yes
OPTIMA
Yes
QuickBooks Online
No
Stripe
No
SugarCRM
Yes
Xero
No
Zoho Books
No
Pricing Details
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Trial
Yes
Free Version
Yes
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.
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
No
Mac
No
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Finrely
Country
United Arab Emirates
Website
finrely.com
Vendor Details
Company Name
Flexi Solutions sp. z o.o. sp.k.
Founded
2016
Country
Poland
Website
flexiepm.pl/en/
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No