--- title: Solver Reviews meta_title: 'Solver Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 266 reviews by the users' company size, role or industry to find out how Solver works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 266 scale: '5' date_modified: '2026-07-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Solver Reviews **Vendor:** Solver **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.5/5.0 **Total Reviews:** 266 ## About Solver Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry 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 with Solver Copilot 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. To learn more, visit www.solverglobal.com. ## Solver Pros & Cons **What users like:** - Users find the **reporting efficiency** of Solver remarkable, seamlessly generating insightful reports from diverse data sources. (13 reviews) - Users value the **Excel integration** in Solver, making report creation intuitive and enhancing overall productivity. (10 reviews) - Users appreciate the **high-quality reporting** and ease of use in Solver, enhancing their data-driven decisions. (10 reviews) - Users value the **efficiency** of Solver, praising its intuitive interface and seamless integration for streamlined finance operations. (9 reviews) - Users appreciate the **seamless integrations** of Solver, enhancing accessibility and customization for effective reporting and budgeting. (9 reviews) - Automation (7 reviews) - Users appreciate the **ease of use** of Solver, benefiting from its straightforward interface and integration with Excel. (7 reviews) - Excel Functionality (6 reviews) - Users appreciate the **ease of report creation** in Solver, transforming their budgeting and financial reporting processes. (6 reviews) - Users praise Solver for its **excellent customer support** , highlighting prompt responses and knowledgeable consultants. (5 reviews) **What users dislike:** - Users face a notable **learning difficulty** with Solver, despite helpful resources like videos and articles for assistance. (7 reviews) - Users face a significant **confusion factor** due to a steep learning curve and limited publishing features. (5 reviews) - Users find the **significant learning curve** with Solver challenging, often requiring external help for effective use. (4 reviews) - Users face challenges with **data management** , including frequent saving and issues with system overload during uploads. (3 reviews) - Users find the **difficult setup** for Solver challenging, especially when estimating payroll budgets and adding employee data. (3 reviews) - Users find **inefficient reporting** to be a significant issue, as creating new reports is often time-consuming and challenging. (3 reviews) - Users find **limited reporting capabilities** in Solver, making report creation more time-consuming than expected. (3 reviews) - Users find the **missing features** frustrating, as essential functions and clear error messages are lacking in Solver. (3 reviews) - Complexity (2 reviews) - Difficult Customization (2 reviews) ## Solver Reviews ### 1. Effortless Reports with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** tom c. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Solver?** I love that Solver is cloud-based and accessible anywhere, which makes it super easy to use. It's also highly customizable and can connect different systems' data seamlessly. Solver makes running reports simple for users, and after we do the heavy lifting of creating reports, it's very easy to adjust as needed. I also like that it can make the budget as detailed as you can imagine. **What do you dislike about Solver?** We recently used all payroll names and titles for the payroll budget, but calculating payroll budgets for hourly employees is difficult and needed some estimation. We had some difficulty with requests to add more employees and adjust employee data, which had to be done on the data warehouse side. **What problems is Solver solving and how is that benefiting you?** Solver simplifies running financial reports and is highly customizable. It's cloud-based, accessible anywhere, and seamlessly connects different systems' data. However, estimating payroll budgets for hourly employees is challenging, and adjustments require data warehouse support. ### 2. Revolutionized Our Financial Reporting with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Titi S. | Senior Vice President of Finance, CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Solver?** I like Solver because it's a big time saver and easy to use. The ability to prepare financial reports and do analysis tasks that would normally take two weeks can be done with just a click of a button. I appreciate how Solver makes it easy to create graphs for analysis and how quickly it produces reports. In a busy environment where there's constant pressure to complete tasks on time, Solver is a tremendous benefit. The automation of financial reporting has been extremely helpful. **What do you dislike about Solver?** I think it would be nice to have the graphs that are done to be ready to go. So graphs, tables, and icon or legends can be fixed so that when we run it, it automatically comes as it appears on the software system. That is a major thing that we believe can be improved. **What problems is Solver solving and how is that benefiting you?** I use Solver to save time in financial analysis and reporting, making it easy to automate tasks. It allows me to quickly generate reports, which would typically take weeks. Solver is a major time saver, especially in a demanding environment. ### 3. Robust Reporting, Integration Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Eric B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Solver?** I appreciate the ability to link Solver with Microsoft Business Central and update transactions in real-time. The reporting templates and foundation for building reports seem very robust, providing us with flexibility in our data and plenty of options for useful reports we can add in the future. **What do you dislike about Solver?** I think there could be improvements on the implementation process. Often it seemed like Solver reps were too busy or dropped the ball related to our plan. We unfortunately are a month behind compared to the initial go live date for the company. Better communication through the week rather than only a follow-up call on a weekly basis. There are many times follow-up on progress via email would be helpful after the follow-up call or preparation for the follow-up call the next week. We are still working through it. As commented before, it has been a bit of a struggle with some delays. **What problems is Solver solving and how is that benefiting you?** Solver helps mitigate errors, reduce time on compiling reports, and offers flexibility in data analysis. Its integration with Microsoft Business Central and robust reporting templates are valuable for accessing and creating useful reports. ### 4. Good for reporting, not great on budgeting **Rating:** 3.0/5.0 stars **Reviewed by:** Jessica J. | Budget and Financial Analyst III, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Solver?** The reporting in Solver works really well once the reports are built. **What do you dislike about Solver?** The budgeting portion does not like complicated budgeting with multiple departments and multiple funding sources. Solver cannot handle complicated business/government set ups. Building salaries and positions into the budget template is not reliable. If a user does not use solver daily, it can be difficult to run end user reports. **What problems is Solver solving and how is that benefiting you?** Solver is helping to create uniform reporting for our system. ### 5. Solver Highlights Hidden Trends and Opportunities for Pathways **Rating:** 5.0/5.0 stars **Reviewed by:** Delia B. | Director of Financial Planning and Analysis, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Solver?** I use ad hoc reporting to prove things all the time. I am enjoying sharing the ease of creating reports. I have had a lot of very good Solver support in my build out of the program for my organization. I am ready to launch reporting that will guide Pathways to greater stability and growth. **What do you dislike about Solver?** There are a few times when I have overwhelmed the system with data uploads and I do not know why. Also, I have found that the reports populate correctly when pulled out of the system. I don't know why that would be either. **What problems is Solver solving and how is that benefiting you?** We are using the system for our budgeting purposes and it is much simpler than our approach in the past ### 6. Streamlined Reporting with Minor UX Hurdles **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Solver?** I like the ability to create report packages and update budget templates within minutes. The budgeting templates also allow us to make changes quickly and push out updated statements faster than before. We have multiple departmental statements, and we are able to run all of the statements when we create them in a package. The initial setup was pretty easy, and our implementation team provided a good amount of training to ensure we knew how to build reports and use the budgeting templates. **What do you dislike about Solver?** I wish that the designer was a bit more intuitive. It takes a while to create a new report from scratch. **What problems is Solver solving and how is that benefiting you?** Solver improves our reporting and budgeting process, allowing for quick changes and faster statement updates. I like creating report packages and updating budget templates within minutes, which lets us handle multiple departmental statements efficiently. ### 7. Solver Ascend 2025 Training/Conference **Rating:** 4.5/5.0 stars **Reviewed by:** Tracy N. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2025 **What do you like best about Solver?** The solver training on Monday and Tuesday was very informative, relevant, and useful. I learned new things that I will use for Solver report creation, that I didn't learn during the implementation phase for Indiana Health Centers, Inc. The support that was provided during the training was very helpful in understanding the benefits and use of Solver reporting. The general sessions provided information that will allow me to continue to maximize the benefits of Solver. Prior to the training/conference I didn't understand the use or benefit of CoPilot. Overall a great learning opportunity. **What do you dislike about Solver?** The only dislike was that a couple of the general sessions were not what I expected based on the information provided for each session. One specific session was on Solver and Profromas. **What problems is Solver solving and how is that benefiting you?** Solver has improved the reporting process by reducing the amount of time staff spends preparing monthly financial reports for the Board of Directors. The report preparation time was reduced from approximately 2-3 hours each month to approximately 15 minutes. ### 8. Real-Time P&L Updates, but the View Details Feature Needs Fixing **Rating:** 2.5/5.0 stars **Reviewed by:** Sarah E. | DIPPR Executive Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Solver?** seeing real time updates on my profit and loss sheet. **What do you dislike about Solver?** The view detail function doesnt always work for me. **What problems is Solver solving and how is that benefiting you?** It allows me to see my finances sooner without having to wait for manual updates from my finance dept. ### 9. Powerful Data Gathering, But Reporting and Organization Need Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Solver?** Solver is an excellent database for gathering information from multiple sources and generating reports. **What do you dislike about Solver?** Creating reports comes with a significant learning curve, and I often find myself needing to reach out to partner consultants for help. The publishing features are quite limited, which adds to the challenge. Additionally, keeping everything organized is tough—I have a large number of reports that I’ve started but don’t want to delete, yet I also don’t want them cluttering categories and causing confusion for others. **What problems is Solver solving and how is that benefiting you?** Solver addresses the challenge of managing data from multiple sources, which is particularly helpful for us since we generate reports using information from various places. This capability has made our reporting process much more efficient. ### 10. Efficient Time-Saver That Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Elsa R. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Solver?** efficient, time saver, love the clean reporting **What do you dislike about Solver?** sometimes updates can take too long. Need more time **What problems is Solver solving and how is that benefiting you?** reporting function for multiple entities it saves us time ## Solver Discussions - [If anyone has any tips they can share, beyond the basics, like VBA and Macros?](https://www.g2.com/discussions/if-anyone-has-any-tips-they-can-share-beyond-the-basics-like-vba-and-macros) - 2 comments, 1 upvote - [How do you integrate your loan management system?](https://www.g2.com/discussions/14712-how-do-you-integrate-your-loan-management-system) - 1 comment, 1 upvote - [Integration-Nextgen](https://www.g2.com/discussions/14395-integration-nextgen) - 1 comment, 1 upvote - [View Solver pricing details and edition comparison](https://www.g2.com/products/solver/reviews/solver-review-8578212?section=pricing&secure%5Bexpires_at%5D=2026-07-09+13%3A07%3A02+-0500&secure%5Bsession_id%5D=9143a3dc-c6b4-43f4-ab5c-945548fdadc0&secure%5Btoken%5D=11493edb8e5de6b03827ae6211474d1c957b8e046869f58328f6985c2047d094&format=llm_user) ## Solver Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Azure Cloud Services](https://www.g2.com/products/azure-cloud-services/reviews) - [Dynamics 365 Customer Insights](https://www.g2.com/products/dynamics-365-customer-insights/reviews) - [Dynamics 365 Customer Service](https://www.g2.com/products/dynamics-365-customer-service/reviews) - [Dynamics 365 Finance](https://www.g2.com/products/dynamics-365-finance/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Evolv Technology](https://www.g2.com/products/evolv-technology/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Azure](https://www.g2.com/products/microsoft-microsoft-azure/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Multi-Entity Management](https://www.g2.com/products/binary-stream-software-multi-entity-management/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Sage 300](https://www.g2.com/products/sage-300/reviews) - [Sage 500](https://www.g2.com/products/sage-500/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Sage X3](https://www.g2.com/products/sage-x3/reviews) - [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) - [SAP Business One](https://www.g2.com/products/sap-business-one/reviews) - [Subscription Billing Suite](https://www.g2.com/products/subscription-billing-suite/reviews) - [SylogistMission ERP](https://www.g2.com/products/sylogistmission-erp/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Solver Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Solver Alternatives - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (492 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (469 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (340 reviews)