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ModernFi Case Studies

  • Columbia Credit Union Winning Nonprofit Business with ModernFi’s Extended Insurance

  • Royal Credit Union - Customer Case Study

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  • IntraFi
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    Customer References 1 total
    About

    IntraFi helps financial institutions of all sizes keep money secure, manage cash balances, and increase profitability through deposit placement, cash management, and FDIC insurance solutions.

  • FloQast
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    4.7 / 5.0
    Customer References 362 total
    About

    FloQast delivers workflow automation software enabling organizations to operationalize accounting excellence. Trusted by more than 2,000 accounting teams – including Instacart, Los Angeles Lakers, Zoom, and Snowflake – FloQast was …

  • Maxima
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    Maxima is the first agentic AI platform for enterprise accounting to deliver SOX-compliant, real-time close. From journal entries and reconciliations to variance analysis, Maxima automates the most manual and error-prone …

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