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Extended Financial Planning and Analysis (xFP&A)

Increase access to actionable insights beyond the finance department.

For organizations looking to accelerate growth and gain complete insight into their business, Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that consolidates information from Acumatica and other data sources to provide a single source of truth.

Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model.

Harness your data's potential with Solver's all-inclusive suite. Transform organizational information into a strategic asset by managing budgets, automating forecasts, and generating detailed reports all in one place. Quickly respond to market shifts by modeling scenarios and running simulations. Enhance prediction accuracy and streamline planning with advanced budgeting and forecasting tools. Create dynamic "what-if" scenarios to determine the most effective financial strategies. Visualize complex data through easy-to-share graphs and dashboards, making insights accessible across your organization.

Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions.

  • Connected with Acumatica
Industry Served
Cross industries
Benefits for Your Business

Key features

  • Design Reports and Budget Forms in Powerful Excel add-in
  • Access to Reports and Budgets through Excel, Web, Mobile and E-mail
  • Create both GL and Sub-ledger Reports and Dashboards for Acumatica
  • Drill-down to Details
  • Modern and Detailed User Security
  • Trees (i.e. for easy company or account roll-ups)
  • Currency Conversion
  • Manual and Automatic Elimination and Minority Handling
  • Allocations
  • Both Direct (live) and Data Warehouse-based Integration to Acumatica
  • Cloud or On-Premises Options
  • FRx Conversion (for Acumatica customers migrating from Dynamics SL and GP)

About Solver

Solver is redefining the category of cloud-based reporting and planning with their extended financial planning and analysis (xFP&A) solution. Based in the United States, Solver has more than a dozen offices and hundreds of partners globally that provide local and industry expertise.

Videos

Resources

Case Study: Prattco
Case Study: SEACOM
Complete Insight in ONE Day
QuickStart and Template Marketplace
Acumatica Data Sheet
Solver Whitepaper A Guide to Choosing the xFP&A Solution

Screenshots

Customer Reviews

Vance, Donna
Agrace HospiceCare
Solver's functionality is a dream come true
August 15th, 2024

Pros: Solver builds on Excel's base to create an intuitive platform to create reports and build the ability to write back data to your warehouse. For those with an intermediate Excel skill set can easily pick up on how to use Solver's products.
The overnight data loads from Acumatica to Solver are a seamless, automatic process. The Solver cloud is also pretty quick (given that you build your reports in an efficient manner).

Cons: There was some functionality in the version prior to moving to Solver's cloud that was lost. This doesn't have a negative impact on new customers, but long-term customers like myself have struggled.

Jirschele, Steve
Coast Technology Services, LLC
Solver Solves Complicated Reporting and Budgeting
January 29th, 2024

Solver integrates with Acumatica allowing end users to focus on results and not worry if the data is correct.

In the Solver data warehouse, your data can be easily consolidated for Management and Finance. The Solver CPM links Power BI reporting data directly from the data warehouse and via an API. From a data perspective we have been able to keep our data from multiple systems linked without causing convoluted links.

Solver is also able to scale with your business. Having done nearly 200 Solver implementations, our team relies on the integrity of the Solver product and group to solve complex challenges for our clients.

Bail, Shari
A.W. Holdings, LLC., DBA Benchmark Human Services
Great Customer Service
February 3rd, 2023

We have been using Solver for a few months and are very happy with the reporting tool. We especially like the Ad Hoc Reporting option that will allow our team to easily slice and dice data as needed. The Solver team was extremely helpful throughout the onboarding process and the Solver Academy has been a great resource for ongoing learning.

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