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.