SERVICES AND SOLUTIONS
At Flex Finance, we combine AI precision with human expertise to deliver smart financial solutions that scale with you. Whether you're a startup, consultant, clinic, or SMB — we take the busywork out of your books, decks, and billing.
FlexBooks
AI-powered bookkeeping done for you. Say goodbye to spreadsheets and manual data entry. FlexBooks uses advanced AI combined with expert oversight to keep your books clean, current, and investor-ready — with zero hassle.
FlexPitch
Pitch decks & business plans that close deals. From story to structure, we craft investor-grade pitch decks and business plans that help you win funding. Backed by data, built to convert.
FlexBill
Simplify client billing and get paid faster. Automate invoices, streamline billing, and track payments — all in one place. FlexBill makes it easy for clients to pay, so you stay cash-flow positive.

FlexBooks
AI-powered QuickBooks Reconciliation & Bookkeeping
Close your books faster with automated categorization, real-time error checks, and human-in-the-loop review.
Ideal for: Startups, consultants, clinics, and small teams who want clean financials without the hassle.
✅ QuickBooks integration
✅ Monthly reporting & summaries
✅ Human-reviewed automation

FlexPitch
Investor-Ready Pitch Decks & Business Plans
We help you tell a clear, compelling story with data-backed decks and crisp business plans—designed to win over investors.
Ideal for: Founders raising pre-seed to Series A rounds or revamping strategy decks.
✅ Strategic narrative development
✅ Visual pitch design & financial modeling
✅ Fast turnarounds for busy teams

FlexMedBill (Coming Soon)
End-to-End Medical Billing with Automation
From patient intake to reimbursement, FlexMedBill simplifies medical billing with AI-enhanced workflows.
Ideal for: Clinics, solo practices, and telehealth businesses looking to modernize billing.
✅ Claims processing automation
✅ Eligibility checks & denial reduction
✅ HIPAA-compliant integrations

FlexAutomate (Coming Soon)
AI Consulting for Finance & Operations Automation
We design and implement smart automations to eliminate repetitive work in your finance and operations stack.
Ideal for: Teams ready to scale without growing headcount.
✅ Custom GPT & automation workflows
✅ Zapier, Airtable, QuickBooks integrations
✅ Staff training & SOP design