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xFP&A Unleashed

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success.
 
The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards.
 
Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions.

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Solver xFP&A

Solver Solution Pillars

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Planning

Comprehensive budgeting, forecasting, and modeling capabilities that support efficient and flexible financial planning. Enables scenario analysis and what-if modeling to drive strategic decision-making across the organization.

Reporting

Streamlined financial and operational reporting with drag-and-drop simplicity and easy-to-use dashboards and templates for on-demand performance monitoring. Offers flexible reporting options and multi-source capabilities to provide a single source of truth.

Consolidation

Automated multi-company financial consolidation with currency translation, elimination entries, consolidation adjustments and process management features. Supports complex consolidation needs for multi-national organizations with diverse charts of accounts and fiscal calendars.​

Analysis

Powerful analytics and data visualization tools for deriving actionable insights from consolidated financial and operational data. Enables ad-hoc analysis, KPI tracking, and scenario comparisons to support intelligent decision-making across the business.​

Planning

Solver Planning Input

  • Excel-designed and web-deployed budgeting and forecasting templates

  • Pre-built and user-definable input templates

  • Input planning data through internet browser or Microsoft Excel

  • Pop-up spreading tool with various spreading methods

  • Multi-year, month, week, day input​

Solver Planning Process

  • Budget at any level of detail in any area

  • Unlimited budget versions

  • Perform what-if analysis and forecasting in a variety of ways:

    • Top-down approach

    • Bottom-up approach

    • Rolling forecasts

  • Easily perform allocations

  • Insert text comments on budget line-items

  • Live feed actual historical data into budget template directly from your ERP

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Solver Planning Workflow and Security

  • Utilize flexible workflow to collaborate organization-wide during the budgeting process

  • Approval workflow and notification functionality

  • Full user security by department and any other dimension

Reporting

Solver Report Designer

  • Design reports in familiar Microsoft Excel

  • Utilize out-of-the-box reporting templates or start from scratch

  • Access your ERP’s modules directly using pre-built integrations

  • Report directly from the Solver Data Warehouse to easily create reports that combine data from multiple sources

  • Access pre-defined KPIs, calendar functions, expression trees, and report parameters

  • Leverage multi-currency translation functionality to convert financial statements

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Consolidation

Consolidate Data and Financials

  • Consolidates information from any data source to provide a single source of truth

  • Supports unlimited data streams

  • Automated currency translation

  • Elimination rules

  • Process management

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Analysis

Analysis, Dashboards and KPIs

  • Solver integrates directly with Microsoft Power BI

  • Trend Analysis - Find trends in your data by comparing many years of history, budgets and forecasts

  • Cash Flow Simulation - Move interactive sliders to simulate changes in revenues, expenses and balance sheet items and instantly see the effect on the company’s cash flow. Then link directly into Solver to re-forecast P&L, Balance Sheet and Cash Flow scenarios

  • Sales Simulation - Move interactive sliders to simulate leads, opportunities, and other drivers of sales and then link directly into Solver for top-down sales forecasts to quickly deliver revenue outlook to your executive team

  • KPI Dictionary to Pre-Define Formulas - With the key performance indicator (KPI) dictionary, you get to define your company’s success. Every business has different KPIs that indicate its results. After you determine your company’s KPIs, you can turn them into formulas that analyze your results. Use Solver’s Data Warehouse to organize, define and maintain KPIs and map your data to Power BI measures

  • World’s Leading Chart Selection - Power BI has the world’s leading chart library. You will find anything from typical charts to highly advanced decomposition trees, statistical and industry specific charts and analytical objects to use in your company’s dashboards

  • Support for Charting Embedded in Reports - Not ready to deploy a full visualization tool like Power BI yet? Then start by embedded charts in your Solver reports, using Solver’s cloud-connected Excel add-in. Or, deploy both professional Power BI dashboards as well as financial and operational reports with embedded charts

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