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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Account planning tools are essential for examining customer and market data to create effective strategies aimed at increasing client revenue. You can download a complimentary account planning template to get started. If you're seeking an efficient and dependable method to craft plans for your strategic account clients, consider utilizing ForecastEra’s comprehensive suite of account planning tools available through our Account Plan Navigator. These tools facilitate a strategic methodology for identifying optimal solutions for your key accounts, ensuring their retention as loyal customers. Enhance collaboration across various departments such as sales, finance, and operations, while automating the process of revenue forecasting. This allows you to focus on making informed decisions instead of spending time searching for necessary information, and also offers capabilities for real-time scenario planning and what-if analyses to better prepare for future uncertainties. By implementing these tools, businesses can streamline their account planning processes and drive overall growth effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure CDN
Infor LN
Infor SunSystems
OPTIMA
Odoo
SugarCRM
enova365

Integrations

Azure CDN
Infor LN
Infor SunSystems
OPTIMA
Odoo
SugarCRM
enova365

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
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

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

Founded

2016

Country

Poland

Website

flexiepm.pl/en/

Vendor Details

Company Name

ForecastEra

Founded

2014

Country

United States

Website

forecastera.com

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

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