I recently completed a certification exercise for the Flexi Software’s FlexiFinancials package, a functionally rich accounting package that is complete in every way and geared for the banking, insurance, and financial services industries. A package that has integrated business objects with drill-down searching and with full functional and reporting capabilities.
We proceeded as follows: I prepared a certification document that I e-mailed to Flexi Software (Flexi). Flexi (www.flexi.com) set up a remote desktop and I logged on from my office one thousand miles away, to begin the certification process. To review the items that were certified, visit the vendor showcase on our website at
My role was “to verify the Flexi Financials application’s functionality and to verify the vendor’s claims.” Together with Flexi, we stepped through the certification document using it as the “show me it does what you claim”. During the demonstration, I asked for additional related tasks to be done and they were demonstrated. I noted that the application exceeded the capabilities offered by some other accounting modules that are integrated into other ERP systems. I noted that the software has clearly laid out menus, and forms, making it easy to use
The bottom line is that the Flexi product passed with excellence. It met all the vendors’ claims and more. The following list is just a summary of what we audited and certified.
I highly recommend the Flexi Accounting package as it is functionally in the competition class with packages from SAP, Oracle, Epicor Lawson and Sungard.
My efforts and the vendors’ at preparing for the certification was a labor-intensive activity for both of us. I am certain that we are both glad that all ended well.
As an addendum, the preparation time at my end was about three man days, and the time to complete the certification, three hours.
Do you have some guids on certifying accounting and reporting packages? We currently use EXACT and Clarity Systems and we need to get our systems certified for the year end audit.
Any advice or how to guides?
2013 at 1:36 pm…
The Certification of an ERP Accounting Package » The TEC Blog…