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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
NetSuiteSAPMicrosoft Dynamics 365 Business CentralMicrosoft Dynamics 365 FinanceSage IntacctAcumaticaQuickBooks
Deployment
Cloud
Company size
Mid-market, Enterprise
Pricing
Per-user subscription plus modules
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.

Modules & capabilities

Solver covers 22 of 49 capabilities we track in this category (+2 partial)

45%
  • Drag-and-drop report builderDrag-and-drop report designer built on Excel
    Core strength
  • Pre-built report templatesPre-built P&L, balance sheet and cash flow templates; parameter-driven and auto-updating
    Core strength
  • Excel-native report building
    Core strength
  • Custom formula / calculation builder
    Not evidenced
  • Drill-down to transaction detailDrill-down from summary reports to source transactions
    Supported

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

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

Solver customer case studies

How companies use Solver alongside their ERP — pulled from Solver's published customer stories, with the ERP each customer runs where they state it.

GenusPlus Group

Energy · Enterprise

Runs with Microsoft Dynamics 365 Business Central

Monthly reporting from 72 hours to 3 hours; scaled from 10 to 192 reports; acquisitions added quickly

Reports Increase
10 to 192
Reports Increase
Entities Increase
8 to 25
Entities Increase
Monthly Time Savings
20 business days
Monthly Time Savings

American Veterinary Group

Healthcare · United States · Enterprise

Runs with Sage Intacct~1.5 years

First full annual budget with workforce planning; 108 new doctor days added; 23% increase in patient visits; 16% revenue impact

Revenue Impact
16%
Revenue Impact
New Doctor Days
108
New Doctor Days
Patient Visit Increase
23%
Patient Visit Increase

NEFAB

Distribution · Enterprise

Runs with Microsoft Dynamics SL

Saves ~1,000 hours annually; 75% time reduction; no need for external consulting; clearer global visibility

Payback Period
2 years
Payback Period
Time Reduction
75%
Time Reduction
Annual Time Savings
~1,000 hours
Annual Time Savings

CGB Enterprises

Distribution · Enterprise

Runs with Microsoft Dynamics GP, Microsoft Dynamics Business Central2-3 years in 3 phases

Consolidated into one platform; report creation from days to minutes; unified visibility across 15 units

Report Creation Time
days to minutes
Report Creation Time
Systems Consolidated
4 to 1
Systems Consolidated
Business Units Unified
15
Business Units Unified

WWF Australia

Nonprofit · Australia · Enterprise

Runs with Microsoft Dynamics GP

Real-time access to financial data; self-service reporting; streamlined budgeting across 300+ projects; replaced spreadsheet confusion

Departments
40+
Departments
Projects Tracked
300+
Projects Tracked

FD Thompson & Co

Financial Services · Mid-Market

Runs with QuickBooks Online

Reports that took 4 days now take 1 day; saves ~3 days per month; catch accounting errors faster

Monthly Savings
3 days
Monthly Savings
Reporting Time Reduction
4 days to 1 day
Reporting Time Reduction

These customers also appear in ERP implementation stories

The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.

  • SEACOM · Acumatica General Business Edition
  • Giesen Group · Dynamics 365 Business Central
  • International Risk Management Institute (IRMI) · Microsoft Dynamics 365 Business Central
  • MRO · Dynamics 365 Business Central

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 43 Solver case studies

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ERP integrations

NetSuiteSolver for NetSuite
Prebuilt connector
Reads from ERPGL transactionsBudgetsConsolidated financials

Vendor-documented native connector for reporting, planning and consolidation. No SuiteApp.com listing confirmed.

SAPSolver for SAP Business One / ByDesign
Prebuilt connector
Reads from ERPGL transactionsBudgetsConsolidated financials

Covers SAP Business One and Business ByDesign, not SAP ECC/S4HANA. No SAP Store listing found.

Microsoft Dynamics 365Solver for Dynamics 365 Business Central / Finance
Prebuilt connector
Reads from ERPGL transactionsBudgetsConsolidated financials

Also covers Dynamics 365 Finance & Operations and legacy GP/NAV/AX/SL. No AppSource listing confirmed.

Sage IntacctSolver for Sage Intacct
Prebuilt connector
Reads from ERPGL transactionsBudgetsConsolidated financials

Solver is a Sage ISV partner using "QuickStart" integration technology. No Sage Marketplace listing confirmed.

AcumaticaSolver for Acumatica
Prebuilt connector
Reads from ERPGL transactionsBudgetsConsolidated financials

Vendor-documented native connector. No Acumatica Marketplace listing confirmed.

QuickBooksSolver for QuickBooks Online
Prebuilt connector
Reads from ERPGL transactionsBudgets

QuickBooks Online only. No Intuit App Store listing confirmed.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.

Pricing

Full Solver pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Per-user subscription plus modules
Starting price
From about $200 per user/month; ~$1,500/month for 10 users
Free trial
No

Solver starts around $200 per user per month, scaling to roughly $1,500 a month for ten users and past $10,000 for a hundred, depending on modules. That per-seat shape makes it unusually transparent for corporate performance management, and cheap for a small finance team against quote-based rivals — but it also means cost rises linearly with reporting audience, so wide read-only distribution is where budgets are exceeded. It is most often deployed against Microsoft Dynamics, which is where its prebuilt content sits. Get an independent shortlist with pricing guidance below.

What does Solver cost?

Solver publishes a list price. Enter your seat count for an annual figure at that rate.

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5 of the 13 vendors we track in this category publish no list price at all.

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.

Compare Solver head-to-head

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The Operational Reporting Buyer's Guide

Before you commit to Solver, see how it sits against the 13 operational reporting systems we track — on capability, ERP integration depth and what each one actually charges for.

Operational Reporting Buyer's Guide

13 systems compared · 2026

ERP Research

  • Solver compared side-by-side with 12 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A Solver evaluation brief, included with the guide
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Operational Reporting Buyer's Guide

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