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FlexiEPM:
planning, controlling, reporting, consolidation.

One system. Full control. Excel integration.

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#modules

A complete toolkit for modern
controlling and reporting

FlexiEPM combines management accounting, budgeting and financial consolidation into a single system – a Polish alternative to Oracle Hyperion, SAP BPC and IBM Planning Analytics, natively integrated with Excel and tailored to local accounting requirements.

FlexiEPM streamlines planning, management accounting, reporting and financial consolidation. We bring together data from across the organisation into a single, consistent source of truth: budgets, forecasts, management reports, IFRS 16 and consolidation. We integrate with ERP systems and Excel to minimise the need to change working habits and maximise the speed at which results are achieved.

Financial and
management reporting

Automate your monthly reporting processes. Integrate financial and operational data from existing systems and Excel files to ensure full transparency of financial results.

Build a management accounting model to better understand the profitability and efficiency of business units. Combine actuals, budgets, and forecasts in a single model to monitor performance and analyse variances.

Budgeting and forecasting

Move budgeting and forecasting from Excel to the system, reducing preparation time and eliminating issues with template consolidation.

Streamline information flow between departments and manage process status in real time. Create alternative budget versions, plan and simulate top-down scenarios, and strengthen your role as a business partner.

HR Controlling

Improve planning and monitoring of headcount and personnel costs by moving HR budgeting from Excel to FlexiEPM. Ensure data security and automation through centralized templates and reports.

Use tools for planning vacancies, raises, bonuses, and overhead costs, fully integrated with your payroll system. Automate HR KPI reporting and perform multidimensional analyses, reducing the time required for controlling.

IFRS 16

Ensure effective and IFRS 16-compliant lease accounting by transferring your lease and rental agreement register to FlexiEPM.

Gain clear and detailed asset and liability valuations, automatic foreign currency conversions, and support for contract modifications. Leverage ready-made reports to simplify financial statement preparation and the IFRS 16 audit process.

Financial Consolidation

Build an efficient consolidation process by combining management and statutory reporting in a single system. Automate entity data packages, adjustments, and consolidated data preparation.

Create transparent consolidations for capital groups with an advanced tool that streamlines processes and ensures consistency and compliance of reports.

XML Financial Statements

Eliminate the risks associated with preparing financial statements with a system that guides you step by step through creating both standalone and consolidated statements in compliance with local requirements.

Use built-in tools and rules to automatically transform general ledger data into complete XML financial statement files. Achieve transparency and full process automation.

Trusted by

FlexiEPM has already been implemented by over 60 companies: from manufacturers and industrial groups (Wielton, Cedrob, Top Farms, Hortex), through listed companies and corporate groups (PBKM, Wirtualna Polska Holding, Baltona, OT Logistics), to retail and service companies (MediaMarktSaturn Polska, Tchibo, Orbico, WeNet, INTER Polska) and public institutions (PFR, PGNiG, NASK).

In all these organisations, FlexiEPM fulfils the same function: a single source of truth for financial data – one database, one set of processing rules, one result in management reports and financial statements.

PBKM
PFR wdrożenie
Diagnostyka wdrożenie
media saturn polska
PGING logo
tchibo
cedrob
zdrowit
nask

#WHYFLEXIEPM?

Versatile, modular
EPM system

FlexiEPM combines controlling, budgeting, reporting, and consolidation in a single system that can be implemented modularly – according to your organization’s needs.

#1

A complete EPM system tailored to local realities

FlexiEPM is an advanced tool that supports the full scope of controlling: management reporting, budgeting, forecasting, cost allocation, HR controlling, consolidation, and financial reporting.

In terms of functionality, it matches global leaders (SAP, Oracle, IBM, Tagetik), offering the same scalability, automation, and process transparency. Our competitive advantage is local adaptation: FlexiEPM enables, among other things, cost planning with local law regulation.

#2

100% integration with Microsoft Excel

FlexiEPM is fully integrated with Microsoft Excel – an environment well-known to analysts and finance professionals. This allows users to work efficiently and intuitively, without the need for time-consuming training.

An Excel-based interface is not only about work comfort – it also means full flexibility in reporting and ad-hoc analysis. Data can be freely transferred “to” and “from” Excel, and the entire system remains open to integration with existing analytical processes.

FlexiEPM is based on proven Microsoft SQL Server technology and offers a multidimensional structure that allows for easy customization of controlling, analytical, and reporting models to the specific needs of a given company – from a financial, operational, and personnel perspective.

#3

Flexibility without compromise

“Flexi” in our name is no coincidence – it’s an approach we’ve had from the start. Based on the real needs of an organization, we design controlling models, reports, and interfaces aligned with processes, structure, and user requirements.

We don’t limit functionality – the flexible architecture allows for the representation of even complex business rules and enables easy modification of assumptions and parameters. Furthermore, the modular design facilitates system scalability and expansion as the organization grows.

#4

Polish team and full control over technology

FlexiEPM is developed and implemented entirely by a Polish team, without intermediaries or foreign dependencies. We have full control over the technology, feature development, and licensing policy, allowing us to quickly respond to changes in legal regulations, financial reporting, and European market requirements.

Our team is a unique combination of IT experts and controlling and finance practitioners who thoroughly understand the real business needs of companies. At the same time, we guarantee our clients long-term technological independence and stability, without the risk of costly migrations or loss of support continuity.

#5

Which systems does FlexiEPM integrate with?

FlexiEPM retrieves data from financial and accounting systems, ERP systems, HR and payroll systems, and data warehouses. In previous implementations, these have included SAP, Microsoft Dynamics, Comarch ERP XL, Comarch ERP Optima, Comarch CDN, Symfonia, enova365, Infor, JD Edwards, QAD and Streamsoft. On the HR and payroll side: SAP HCM, Teta HR, Symfonia HR, Comarch HRM and Simple.

Integration can work in three ways: a direct connection to the source system’s database, retrieving data via an API, or reading a file generated periodically by the source system. If none of these options is immediately available, the project begins by manually entering trial balances into pre-prepared tables. This approach can be up and running within a few hours and allows work to proceed using live data from the very first weeks of the project.

Your All-in-One EPM Platform – Tailored to Your Business Needs

Developed by experts in controlling and financial reporting, built to adapt to your processes and industry standards.

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Numbers that speak for us

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Consultants, controlling practitioners, and developers on board

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Active system users

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System implementations in Polish and international companies

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Reports and templates created

#Examples of system functionalities

A complete set of tools for modern controlling and reporting

Cost allocation

Account Reconciliation

Financial statement

Leasing contracts management in accordance with IFRS standards

Consolidation of financial statements

Demand planning

Employment planning

HR dashboard

What do customers say about us?

Iwona Borowska
Iwona Borowska
Deputy Chief Accountant
From the perspective of the monthly reporting process and the necessary support for reporting processes, Notus Finanse S.A. highly values the use of the tool for calculating IFRS 16 lease agreements.

The tool allows for ongoing verification of the consistency of entered parameters, resulting in data sets necessary for reconciling financial and accounting balances.

FlexiEPM provides the ability to analyze data from the input level, enter supplementary information and parameters in various configurations, resulting in a fully automated, consistent repository of lease agreements and a set of reports enabling clear analysis of data and transactions necessary for the work of the finance department.

Michał Gumiński
Michał Gumiński
Financial Director at Torf Corporation
Working with FlexiSolutions allowed me to create a flexible ecosystem that addresses difficult operational issues such as sales planning and consistently reflects them in the controlling area.

It's particularly worth emphasizing the flexibility of the FlexiSolutions team's solutions and highly problem-solving approach – thanks to this, we were able to find non-standard solutions that out-of-the-box systems couldn't handle.
Marcin Radziszewski
Marcin Radziszewski
Financial Director at PBKM S.A.
The system has handled the Group's scale and complexity very well – as a result of the implementation, we have a consistent repository of financial data for all consolidated companies, regardless of differences in the systems and structures of accounting records maintained at the individual level.

From the perspective of the monthly reporting process, we particularly value the use of control reports, which allow for quick verification of the consistency of local data provided by companies, as well as reports that simplify the reconciliation of balances and settlements.

Additionally, the tool's capabilities were utilized to gather and consolidate budgets for all companies. Seeing real benefits, we are systematically expanding the scope of the system's use within our company, not just in the finance department.
Piotr Kamiński
Piotr Kamiński
Vice President of the Management Board at Wielton SA
The implemented tools broadly support controlling and management reporting processes at the level of the parent company, Wielton S.A., and its subsidiaries. The system is constantly developed and adapted to the growing needs of the enterprise (...).

Currently, FlexiEPM is used by all 16 companies in the group, and the solution is used by over 100 users.
One of the implemented modules is the intragroup transaction reconciliation module. The provided tool enables transaction reconciliation within management and stock exchange reporting processes.
Grażyna Maciejuk
Grażyna Maciejuk
Chief Financial Officer at Instac
FlexiEPM is a highly flexible tool whose reporting structure can be fully customized to the company's specific needs. I recommend this solution because it meets the needs of users at various levels – operational, financial, and management.

The implementation team thoroughly understands the client's analytical and reporting needs, proposing various possible solutions based on their extensive experience. Their knowledge of data analysis and reporting, not just the technical aspects of application implementation, greatly simplifies the implementation process.
Jolanta Anton
Jolanta Anton
Chief Accountant at MediaMarktSaturn Polska
The solutions provided by FlexiSolutions enable automatic processing of input data in the form of appropriate SAP R/3 reports and transactions, and enable users to enter additional information and parameters directly using specially designed forms.

The implemented configuration provides full support for reporting processes, including the ability to automatically prepare final reports in XML structures compliant with regulatory requirements.
Justyna Szumowska
Justyna Szumowska
Chief Accountant at Transition Technologies
The system was used to prepare individual reports for group companies and consolidated reports. Currently, the system is used by 18 group entities (including foreign subsidiaries). The set of reports allows for clear analysis of transactions between companies.

Control reports allow for data analysis from aggregate values to the lowest level of input data. The solution was tailored to the specific needs of our organization. Financial and accounting data processing mechanisms ensure appropriate process automation. The result is a consistent repository of financial data for all companies, regardless of differences in systems and structures.
Michał Kacprzak
Michał Kacprzak
Member of the Board at Baltona
FlexiEPM supports the following reporting areas: consolidation in the statutory system for monthly reporting packages for the owner, preparation of individual and consolidated reports for stock exchange reporting, preparation of annual reports in accordance with the Accounting Act, and consolidation and management reporting.

The system demonstrates the flexibility necessary to support various capital structures, and the implementation team has the appropriate competencies and experience to effectively carry out implementation and development work.

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Streamline your planning, controlling, reporting, and consolidation processes in a single system.
Eliminate errors and reduce time-consuming tasks through integration and automation. 

Mariusz Sumiński

Mariusz Sumiński

Managing Director, Co-Founder

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A single source of truth when data comes from several systems

The ‘single source of truth’ refers to the single point from which all figures in management report and financial statements originate. It is not a single file or a single report, but a single database and a single set of processing rules.

FlexiEPM retrieves data from financial and accounting systems, ERP systems, HR and payroll systems, and data warehouses. In previous implementations, these have included SAP, Microsoft Dynamics, Comarch ERP XL, Comarch ERP Optima, Comarch CDN, Symfonia, enova365, Infor, JD Edwards, QAD and Streamsoft; whilst on the HR and payroll side, they have included SAP HCM, Teta HR, Symfonia HR, Comarch HRM and Simple.

Integration can work in three ways: a direct connection to the source system’s database, data retrieval via an API, or reading a file generated periodically by the source system. If none of these options is immediately available, the project begins by importing trial balances into pre-prepared tables. This process takes just a few hours and allows work to commence using live data from the very first weeks.

Data from each source is loaded into the Microsoft SQL Server database in its original form, together with account numbers and the analytical structure. Mapping tables convert local charts of accounts into a common group-wide chart of accounts, and the system’s rules generate reports based on this. Each figure can be drilled down to the level of an accounting account in a specific company and for a specific period.

As a result, management reports, separate financial statements and consolidated financial statements are generated from the same dataset. There are no situations where two departments show two different figures and no one can explain where the discrepancy came from.