Solver
by Solver · Operational Reporting
Excel-native FP&A platform for budgeting, forecasting, reporting and consolidation.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuite
SAP
Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Finance
Sage Intacct
AcumaticaQuickBooks- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 1996
- Headquarters
- United States
Overview
Solver is a cloud-based financial planning and analysis (FP&A) platform covering budgeting, forecasting, management reporting, and multi-entity consolidation. The company markets it as an "xFP&A" platform aimed at mid-market finance teams that want a single source of truth spanning multiple ERPs, currencies and entities without relying on disconnected spreadsheets.
The platform is built around an Excel-native report designer and template library: users build parameter-driven P&L, balance sheet, cash flow and operational reports in a familiar Excel interface, then distribute them through a web portal with drill-down back to source transactions. Planning functionality includes driver-based and top-down budgeting, unlimited budget versions for scenario modelling, rolling forecasts at any cadence, automated workflow and approvals, and automatic budget spreading across period structures. Consolidation functionality unifies data across multiple entities, ERPs and currencies, with automated currency translation and configurable intercompany elimination rules. Solver Copilot is the platform's AI layer, positioned for anomaly detection and predictive recommendations.
Solver connects to a wide range of ERP, CRM and data platforms out of the box, including Microsoft Dynamics (365 Business Central, 365 Finance & Operations, GP, AX, NAV, SL), Oracle NetSuite, Sage (Intacct, 100, 300, 500, X3), SAP Business One, SAP Business ByDesign, Acumatica, and QuickBooks Online, plus CRM systems such as Salesforce, HubSpot and Dynamics 365 Sales. The company was founded in 1996 and has grown through a QuickStart implementation methodology aimed at faster deployments than traditional CPM suites.
Screenshots & demo
Screenshots sourced from Solver.
Features & capabilities
Reporting
Excel-native report design with web-portal distribution and drill-down.
- Drag-and-drop report designer built on Excel
- Parameter-driven templates that update automatically when variables change
- Pre-built P&L, balance sheet and cash flow report templates
- Web portal distribution for stakeholder self-service access
- Drill-down from summary reports to source transactions
- Scheduled report distribution with automated discrepancy alerts
- KPI flash reports and variance analysis
- In-report commenting for team collaboration
Planning & Budgeting
Driver-based budgeting, rolling forecasts and workflow controls.
- Driver-based, top-down forecast templates
- Unlimited budget versions for scenario modelling
- Rolling forecasts at weekly, monthly or quarterly cadence
- Workflow and approvals with routing and audit trail
- Automatic budget spreading across quarterly/seasonal patterns
- Personnel and headcount planning templates
- Consolidated multi-department budgeting
Consolidation
Multi-entity, multi-currency consolidation with governed audit trail.
- Consolidation across multiple entities, ERPs and currencies
- Automated currency translation
- Configurable, automated intercompany elimination rules
- Governed, auditable consolidated statements
- Compliance document storage for audit readiness
Data & AI
Unified data warehouse layer with an AI assistant.
- Data warehouse pulling from unlimited connected sources
- Out-of-box connectors for major ERPs, CRMs and databases
- OData and Gateway connectivity for custom sources
- Solver Copilot AI for anomaly detection and recommendations
- Solver Template Marketplace with industry-specific report packs
Common use cases
- Building board-ready financial statement packages directly in Excel without manual formula maintenance
- Running driver-based annual budgets with unlimited what-if scenario versions
- Rolling monthly or quarterly forecasts instead of a single static annual budget
- Consolidating financials across subsidiaries running different ERPs and currencies
- Giving department managers self-service access to their own reports via a web portal
- Automating intercompany eliminations during month-end close and consolidation
- Replacing disconnected spreadsheet budgeting with a governed, audit-trailed workflow
Strengths & considerations
Strengths
- Excel-native report and budget design rather than a proprietary grid interface, so finance teams keep working in a familiar tool
- Out-of-box connectors spanning a wide range of ERPs (multiple Dynamics products, NetSuite, Sage, SAP Business One, Acumatica, QuickBooks) plus CRM systems
- Combined reporting, planning and consolidation in one platform rather than separate point tools
- QuickStart implementation methodology aimed at faster time-to-value than traditional CPM suites
ERP integrations
QuickBooks Online
Pricing
Subscription licensing across three user tiers (Standard, Contributor, Viewer) rather than per-feature add-ons; all tiers include 100+ templates, out-of-box connectors, and support. No prices are published; the vendor requires a custom quote. Get an independent shortlist with pricing guidance below.
Technical & security
- Mobile app
- No
About the vendor
- Founded
- 1996
- Headquarters
- United States
Alternatives to Solver in Operational Reporting
Solver — frequently asked questions
What ERPs does Solver integrate with?
Solver ships with out-of-box connectors for a wide range of ERPs, including Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Operations, older Dynamics GP/AX/NAV/SL versions, Oracle NetSuite, Sage Intacct and other Sage products, SAP Business One, SAP Business ByDesign, Acumatica and QuickBooks Online.
Does Solver require Excel to use?
Reports and budget templates are designed and consumed in an Excel-native interface, though published reports can also be distributed and viewed through a web portal without requiring end users to open Excel directly.
How is Solver priced?
Solver uses subscription licensing across three user tiers -- Standard, Contributor and Viewer -- with each tier bundling templates, connectors and support. The vendor does not publish prices and requires a custom quote.
Can Solver consolidate financials across multiple ERPs?
Yes. Solver's consolidation module unifies data across multiple entities, ERPs and currencies, with automated currency translation and configurable intercompany elimination rules.
What is Solver Copilot?
Solver Copilot is the platform's AI assistant, used for anomaly detection and predictive recommendations within reporting and planning workflows.
Evaluating Operational Reporting?
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