Financial Operations

Comprehensive solutions to strengthen your credit union’s key functions to gain operational efficiencies

accounting-programs

A Powerful Suite of Accounting Programs

A comprehensive and intuitive accounting suite that provides key insights and streamlined processes.

Built-in Accounting Features

  • General Ledger
  • Accounts Payable
  • Fixed Assets
  • Pre-Paid Expenses
  • Check Reconciliation
  • Branch Accounting

Budget and Forecasting Tools

  • Budget Creation
  • Variance Analysis
  • Forecasting
  • Liquidity Review
  • Fee Management
  • Income Ratios

Financial Reporting and NCUA Compliance Support

The FLEX 5300 Call Report Assistant provides automation capabilities to streamline data-gathering and organization for quarterly report requirements.

Financial
Reporting

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Investment Summary
  • Audit History & Listings
  • Current Expected Credit Losses (CECL)

NCUA Compliance Support

  • NCUA 5300 Call Report Assistant
  • NCUA Uninsured Balance Analysis
  • NCUA AIRES
  • DataMatch
  • FinCEN
  • OFAC SDN List
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Our Customers Get Results

Economies of scale are not the only path to sustainability. Efficiency through technology can equalize the competitive advantages of larger financial institutions.

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Growth

FLEX customers have experienced 10x growth or more following conversion. FLEX is scalable and will grow at your credit union's pace.

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Efficiency

FLEX credit unions are among the industry leaders in efficiency ratio. On average, FLEX customers only need to invest $0.75 to generate $1.00 of income.

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Productivity

FLEX assists credit unions in finding ways to streamline processes and automate repetitive tasks. By optimizing workflows and improving process FLEX has helped credit unions increase productivity by 70% or more. The right technology allows you to do more with less.