Case Study: Idaho Central Credit Union achieves 80–100 hours/month time savings and 75% expense-report automation with Flexi Software

With Flexi’s accounting software, this growing credit union has freed up 80-100 hours of time every month, automated 75% of expense reports, and reduced data entry time 50%

Idaho Central Credit Union faced growing pains as it expanded to serve over 540,000 members and $9.4 billion in assets, creating heavier transaction volumes and a need for a more robust general ledger and automation. To address mounting manual work in accounting and reporting, Idaho Central Credit Union selected Flexi Software’s accounting solutions, including FlexiFinancials and FlexiWorkflow, to replace their legacy GL.

Flexi Software implemented its full cloud suite—FlexiFinancials, FlexiWorkflow (eJournal, eInvoice, eRequest, eVendor), FlexiAssets, FlexiProjects, report writing and integration tools—automating reporting, approvals, project accounting and AP workflows. The deployment automated about 75% of expense reports and freed up 80–100 staff hours per month, cut AP data-entry time by 50%, and saved the controller roughly 10 hours each month-end close, delivering faster access to accurate data and measurable productivity gains.

Idaho Central Credit Union

Craig Jeppesen

Controller