Cashflow Record Keeping

Flexy helps major insurance company track cashflow parameters such as interests on fixed deposits, income on bonds, dividends etc. over quarters and years




This major insurance company's finance team needed to track all cashflow parameters such as interests on fixed deposits, income on bonds, dividends, VAT on products sold to remuneration or bonuses given to directors or employees. These needed to be compared historically with previous quarters or years and it was all done using excel files.

"Cashflows and ledgers were taken care of on excel sheets which were cumbersome and had no follow ups or validity"


Flexy to the Rescue!


With Flexy, all record keeping moved into a central repository along with approval flows as needed.


Trend lines and other dashboards were created for each type of cash item to track changes over time.