Explore the architecture and technology behind FlexiEPM. See how it integrates with other systems, how it processes multidimensional data on MS SQL Server, and what its administrative tools can do.
FlexiEPM brings planning, reporting and consolidation together in the familiar Excel environment, giving you full control over your data and business processes.
The solution is built for medium and large companies, capital groups, and organisations operating across multiple countries and currencies.
From the very beginning, FlexiEPM was designed to combine advanced integrations, centralised data processing and work in the familiar Microsoft Excel environment. This approach gives users intuitive, convenient access to the full functionality of the system, without the need for lengthy training.
The system is built for managers, controllers and financial analysts, giving them an efficient tool for reporting and budget work. A high-performance, scalable and optimised data model built on Microsoft SQL Server ensures fast processing of large data volumes, even when complex business logic is applied.
FlexiEPM combines the computing power of SQL Server with the convenience of working in Excel, delivering a high level of performance, security and everyday usability.
FlexiEPM is fully integrated with Microsoft Excel, giving users a familiar working environment for planning, reporting, and consolidation. The system runs in Excel, while advanced data processing takes place in the background – without the risk that comes with manual formulas or unstable links between files.
All reports, input forms, analyses and calculations are available directly in the standard Excel interface, which removes the need for time-consuming training. Users keep working in an environment they already know, while the system takes care of data consistency and security.
FlexiEPM isn’t just about convenience — it delivers full functionality for business users. Excel works as the presentation layer, while all data processing and storage logic runs behind the scenes, in a secure system environment.
We know how important it is to respond quickly to changes in the business, which is why FlexiEPM Admin gives controllers, accountants and analysts the tools to manage the system’s structures, rules and permissions themselves.
Managing controlling and financial reporting processes isn’t an add-on here — it’s the standard. With a complete business administrator interface, advanced users can independently configure organisational structures, build reports and grant permissions, without involving IT or external consultants.
FlexiEPM isn’t a closed “black box” — it’s an open, transparent system. It supports flexible management of organisational units, chart-of-accounts entries, budget codes and projects. All of these changes can be made independently, without waiting for technical support, which significantly speeds up how the organisation responds to changing needs.
With FlexiEPM’s administrative tools, business users can also effectively handle master data, data transformation and business rules. As a result, controlling processes become transparent and stay under the full control of the people who own them in the organisation.
FlexiEPM is built on a multidimensional data model that reflects the company’s full organisational structure inside the system. Precise modelling makes it possible to represent distribution channels, customers and sales reps, as well as products, projects, employees and key suppliers.
FlexiEPM’s multidimensional data structure makes it significantly easier to build financial and controlling reporting models. Predefined, ready-to-use components are designed to match financial and management reporting requirements, which makes it easy to bring existing structures into the system.
FlexiEPM is built on a Data Warehouse architecture, bringing data from different systems and sources together in one consistent model.
In implementations to date, FlexiEPM has been integrated with systems including SAP, Infor, JD Edwards, QAD, Streamsoft, Symfonia, enova365, and Comarch ERP XT and Comarch ERP Optima. On the HR and payroll side, this includes SAP HCM, Teta HR, enova365, Symfonia HR, Simple and Comarch HRM.
Don’t see your system on the list? We design each integration around the specific data source, so a system not being listed here doesn’t mean integration isn’t possible.
Built-in integration mechanisms enable effective transformation of source data, adapting it to the requirements of financial reporting, consolidation, and [LINK: cost allocation] and profitability management. Flexible management of dictionaries and transformation rules is available directly to business users, so reporting processes can be run without outside support.
With these advanced integration capabilities, FlexiEPM helps organisations achieve full data consistency, supporting better decision-making and more efficient reporting.
FlexiEPM is built on proven Microsoft SQL Server technology, which delivers high performance, scalability and data security. Thanks to this architecture, the system comfortably handles large data volumes — in some projects, more than a million records a year.
The system supports large-scale budget models covering more than a thousand products, customers, employees or production orders, handling complex budgeting, forecasting and cost allocation processes.
FlexiEPM’s physical data structures and storage design are optimised for the requirements of management reporting, consolidation and budgeting. Financial data is processed in purpose-built fact tables, which support fast generation of monthly, quarterly and year-to-date reports, in line with what management and finance teams need.
FlexiEPM is fully open to cloud deployment. The system runs successfully on platforms such as Microsoft Azure and Amazon Web Services, giving clients flexibility in choosing their deployment architecture.
Being able to deploy FlexiEPM either on-premise or in the cloud means the solution can be matched to the organisation’s requirements. Our system architects work closely with clients’ IT teams, jointly designing the technical architecture to deliver optimal performance, security and scalability.
As a result, FlexiEPM makes efficient use of available IT resources, keeps infrastructure costs down, and leaves room for [LINK: the system to grow and scale] alongside the organisation.
FlexiEPM is a natural complement to Business Intelligence tools such as Power BI. The system provides a complete set of controlling data, ready for advanced analysis and visualisation.
Through its Power BI integration, FlexiEPM lets you present key data in a clear, visual way — as management cockpits, dashboards and visual reports. Data from budgeting, forecasting, allocation and consolidation processes can be analysed in real time, from any location and any device.
Working together with Power BI enables in-depth, visual analysis of controlling data, helping managers make decisions based on current, reliable information about the company’s performance and profitability.
FlexiReporting became FlexiEPM, and the new name came with real changes to the system’s architecture.
After more than a decade on the market, we looked closely at what we’d learned and optimised the solution to serve users even better.
Mikołaj Dziugieł and Antoni Kędzierski walk through the key changes in the new version of the system.
FlexiEPM has an English and Polish interface, and can be easily localised into other languages when needed. That matters for capital groups where subsidiaries operate in different countries, but reporting still needs to be consistent across the whole organisation.
A user at a foreign subsidiary works in their own language, on the same structures and the same rules as head office. Data flows into a single model, regardless of which accounting system it came from or which currency it was recorded in.
A user at a foreign subsidiary works in their own language, on the same structures and the same rules as head office. Data flows into a single model, regardless of which accounting system it came from or which currency it was recorded in.
No. All communication goes through the system’s application layer. The client application and the administrative tools talk to the server through an API, not directly to the database.
Today it’s based on native Microsoft ecosystem mechanisms (Kerberos, with NTLM as a less recommended fallback) — the same login credentials users already use on the company domain. Upcoming releases will add domain-independent login, multi-factor authentication (Google Authenticator, Microsoft Authenticator), and integration with Microsoft Entra.
Yes. The HR module supports table-level encryption in the database, so even the client’s own database administrators can’t see this information.
Since the system is deployed in the client’s own infrastructure, the client is responsible for backups and day-to-day environment security, following their own standards for production environments. We provide specific configuration guidelines, but the client manages the infrastructure itself.
Yes. Communication runs over an encrypted connection secured with an SSL certificate, which the client can generate themselves, buy from an external provider, or reuse one they already have.
#KNOWLEDGE BASE
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