# 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 value the **reporting efficiency** of Solver, enabling quick and flexible report generation from diverse data sources. (15 reviews) - Users value the **ease of use** of Solver, enhancing flexibility in reporting and budgeting processes. (13 reviews) - Users appreciate the **great integration with Excel** , allowing for easy reporting and customization without complex systems. (12 reviews) - Users value the **ease of report creation** in Solver, transforming their budgeting process and enhancing information accessibility. (12 reviews) - Users value the **high-quality reporting** of Solver, enabling efficient data organization and quick access to essential information. (12 reviews) - Efficiency (11 reviews) - Integrations (11 reviews) - Users highlight the **report automation** feature of Solver, significantly enhancing budgeting processes and data accessibility. (9 reviews) - Automation (7 reviews) - Features (7 reviews) **What users dislike:** - Users note a **significant learning difficulty** with Solver, though the support resources help ease the transition. (8 reviews) - Users occasionally experience **confusion with new features and unclear error messages** , making it challenging to troubleshoot effectively. (5 reviews) - Users have experienced **data management inefficiencies** that lead to complications with uploads and reporting accuracy. (5 reviews) - Users experience a **significant learning curve** with Solver, requiring time and resources to master its features effectively. (5 reviews) - Users find the **difficult setup** for payroll budgets challenging, but running reports becomes simple once established. (4 reviews) - Users find **limited reporting capabilities** in Solver, making report creation more time-consuming than expected. (4 reviews) - Users find the **missing features** frustrating, as essential functions and clear error messages are lacking in Solver. (4 reviews) - Slow Performance (4 reviews) - Complexity (3 reviews) - Users find **Excel compatibility problematic** , as it limits functionality and complicates data management within Solver. (3 reviews) ## Solver Reviews ### 1. BI360 Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2018 **What do you like best about Solver?** Designing reports is intuitive and the options are limitless **What do you dislike about Solver?** We have not yet implemented the data warehouse so the connection to GP provides thousands of attributes to chose from and is not fully optimized for reporting. **Recommendations to others considering Solver:** Spend time thinking about the reports you would like in your library and learn how to write those in BI360. You will not be disappointed. **What problems is Solver solving and how is that benefiting you?** We are starting to track and report spending by issue without having to add a new account segment to GP. It was nice not to have to modify the chart of accounts to accomplish this reporting since the issue tracking only applies to a subset of our transactions. ### 2. Excellent, time efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Pam v. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2018 **What do you like best about Solver?** Martin Andrew who is our BI360 report writer wizard. Excel based. Reports can be manually changed or published. Works across arrange of data bases. One report was created to report over 25 diverse companies. **What do you dislike about Solver?** Writing reports is a difficult for me as I don't know the fields in SAP business One **Recommendations to others considering Solver:** Do it you will never look back. You do need Martin Andrew from Realtech he is amazing with out him our SAP and the Crystal reporting system would have been thrown out the window **What problems is Solver solving and how is that benefiting you?** Reporting. Time. A report takes 5 seconds to run if there is a mistake a journal is done and report rerun. ### 3. Make financial planning and reporting simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** Budgeting can be painful when there are many managers involved. I like the ability to manage the budget where managers go in and enter what they want and then I'm able to roll everything up utilizing the reporting feature. Also, I love the publisher! Being able to schedule reports to run at a later time is very helpful to manage my day's workload. **What do you dislike about Solver?** One area I've noticed could use some improvement is in switching between report design mode to run mode. When I'm modifying a report, it can be time consuming just switching the report from design to run to see how the report looks and then back to design again. **Recommendations to others considering Solver:** YES!! **What problems is Solver solving and how is that benefiting you?** Centralizing data in one place and being able to report on current vs historical data. ### 4. Best reporting experience for SAP Business One **Rating:** 5.0/5.0 stars **Reviewed by:** Andrey B. | Gerente, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2018 **What do you like best about Solver?** - Its out of the box connector to SAP Business One. - That it creates my reports directly in Excel. - The web portal is great for unifying reports across a company. Lets everybody stay in line with the same numbers. **What do you dislike about Solver?** In my current version I still require silverlight, Im waiting on the upgrade for this. **What problems is Solver solving and how is that benefiting you?** All sorts of reports ### 5. A complete solution for reporting by web **Rating:** 4.0/5.0 stars **Reviewed by:** Luis C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about Solver?** BI360 allows you to create any kind of report with a different type of data and export it. **What do you dislike about Solver?** Maybe at the beginning is a little bit complex. **What problems is Solver solving and how is that benefiting you?** Budgeting and administrative problems, and the benefits have reflected in the communication and decision making between administrative departments of the company. ### 6. Solver a real reporting systen **Rating:** 4.5/5.0 stars **Reviewed by:** Patricio B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2018 **What do you like best about Solver?** The option to create any kind of marketing, accounting and administrative reports with data from my CRM **What do you dislike about Solver?** Maybe a little bit complex at the beggining **What problems is Solver solving and how is that benefiting you?** The speed to take any kind of descicitions in the company related with budget ### 7. Really good for more simple tasks. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2018 **What do you like best about Solver?** You can develop your reports to update automatically and publish them to the intended users. Takes a lot of manual intervention out of the process. **What do you dislike about Solver?** Things can get really complicated - especially if you are using an involved report/template from another source. **Recommendations to others considering Solver:** Learn it well and spend time with it regularly. **What problems is Solver solving and how is that benefiting you?** Big time savings on Publishing monthly Departmental P&Ls. ### 8. Surprisingly Positive! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Solver?** I loved how intuitive it felt compared to using other products **What do you dislike about Solver?** I feel like it is missing the flexibility which more comprehensive / longer-on-the-market products offer. But, it is still incredibly powerful **What problems is Solver solving and how is that benefiting you?** Our BI developers struggle with ETL processes (I.e. from SSIS packages, and this tool helps significantly) ### 9. Great Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Martin A. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2018 **What do you like best about Solver?** Working as a partner with Solver is great, we have always found them to be very professional and readily available to help. With all reports/budgets designed in Excel the tool is easy to use. **What do you dislike about Solver?** Great CPM product - what's not to like.... **Recommendations to others considering Solver:** Scope your requirements fully. **What problems is Solver solving and how is that benefiting you?** Working with many Clients to answer different data and reporting requirements has been easy with BI360, be it reporting, budgeting or data warehousing. ### 10. User-Friendly Powerful Business Intelligence Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Tanya G. | Independent Consultant, Consumer Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2017 **What do you like best about Solver?** I LOVE how easy it is to integrate new data sources or to add attributes when a department wants more fields available. I'm also a big fan of the Report Designer. I'm able to put complex reports quickly, making my job much easier. **What do you dislike about Solver?** My only complaint is that I can't control the sort order of attributes in the report designed, although I've been told that's a future improvement. **Recommendations to others considering Solver:** BI360 does require familiarity with business intelligence products. I don't recommend it for someone without the support of an experienced IT team. That being said, I've found it is the best value and the easiest to use of the business intelligence products I've used. **What problems is Solver solving and how is that benefiting you?** BI360 allows us to easily integrate data from several sources (scheduling, clinical documentation, IT ticketing, finance, and CRM). It's allowed us to build KPI-driven reporting for every area of our business. ### 11. Senior Consultant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** Data Warehouse setup and maintenance is simple. Both Cloud and On-Premise deployment are available. Budget and Planning workflow. Report design is in Excel and can include both data warehouse fields and Excel calculations. Planning/Budgeting template design uses same Report Designer but with added feature of writing back to warehouse. **What do you dislike about Solver?** I would like to see multi-level filtering. **What problems is Solver solving and how is that benefiting you?** Budgeting: Time involved for budgeting process has been reduced to days instead of months. Report delivery: By automating delivery of reports end users can review their budget to actual reports faster. ### 12. BI360 is dynamic **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Solver?** We love how flexible it is. It allows us to budget and report with as much or as little detail as our end users and external partners want. **What do you dislike about Solver?** So far we're very happy with the application and don't have any complaints. **What problems is Solver solving and how is that benefiting you?** We are able to capture data at a very granular level and do more detailed scenario planning in a system versus several excel workbooks. End users are able to run reports at their leisure instead of relying solely on accounting and finance staff. ### 13. A New Level of Corporate Performance Management **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur (Art) F. | President & CEO, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2018 **What do you like best about Solver?** Solver is forward thinking with the BI360 solution. The key is a great data warehouse that supports the budgeting process and reporting that can be modified by the end user. This functionality allows a small design which allows for faster updated and much faster run speeds. **What do you dislike about Solver?** Would like to see more email notification in the budgeting process **What problems is Solver solving and how is that benefiting you?** Reporting, Forecasting & Budgeting and Dashboards. ### 14. BI360 for CPM and BI **Rating:** 5.0/5.0 stars **Reviewed by:** Simon D. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Solver?** Easy to use tool for web and excel afficianados alike, the visual analytical presentation makes data very clear and insightful. **What do you dislike about Solver?** Nothing. The software is easy to setup and minimum trainig is required to already get a return on investment, **What problems is Solver solving and how is that benefiting you?** "what if" scenarios and consolidated reporting ### 15. Good overall reporting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2018 **What do you like best about Solver?** I enjoy working on BI360, as it is easy to use by a click of a button and all my reporting becomes available **What do you dislike about Solver?** It is confusing to write your own reports, if you do not understand it. **Recommendations to others considering Solver:** n/a **What problems is Solver solving and how is that benefiting you?** It frees up time consuming reporting. ### 16. Very happy with product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2018 **What do you like best about Solver?** Easy to use, good support provided by Realtech New Zealand **What do you dislike about Solver?** We have had a few problems with the program not loading, and having to be re-installed etc **What problems is Solver solving and how is that benefiting you?** Easier reporting, can report from multiple platforms out of one database ### 17. Solid Team / Solid Technology **Rating:** 5.0/5.0 stars **Reviewed by:** Eric F. | Director, Business Intelligence and CRM, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2017 **What do you like best about Solver?** As a BI and Reporting Practice Director in the Dynamics channel, I have full confidence that the products offered by Solver work for out clients and therefore work for the practice and company. Whether it is Reporting or Budgeting or the Data Warehouse each module delivers value for clients with high adoption rates. When problems do occur, and that is inevitable based on the use cases in the market, the Solver team works tirelessly to resolve each issue in a professional manner. **What do you dislike about Solver?** With extremely powerful Reporting and Budgeting tools, my hope is that Solver can leverage the visualization and analytic capabilities of Microsoft Power BI with the toolset and environment. The dashboard piece of the solution set is ok but sufficient for larger or more distributed organizations. **Recommendations to others considering Solver:** Take the leap of faith with full confidence that the Solver team will support you. **What problems is Solver solving and how is that benefiting you?** The benefits as a partner is that the tool deploys easy, is adopted by our clients with some training, and at a reasonable cost. As a practice we have gained the benefit of a deeper client relationship and migrating to work with higher levels of client organizations. - Our clients have stated that they are producing better reporting and better budgeting/forecasting in less time and with higher quality output resulting in happier management. ### 18. Operations Manager oversee both sales & implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2018 **What do you like best about Solver?** Excel Reporting - especially for financial reports in Ms Excel with ready connector including UDT & UDF to SAP Business One. Nevertheless, the connection should be consistently update to reflect the latest requirements **What do you dislike about Solver?** Consolidation - it is still restricted to Amalgamated approach, merely summation of all databases. Should incorporate Equity Consolidation, with model suitable for SMB business **Recommendations to others considering Solver:** Yes **What problems is Solver solving and how is that benefiting you?** Financial Reporting & Analytical ### 19. So far so good with a few hiccups and concerns. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2018 **What do you like best about Solver?** The flexability of the software and its ability to handle almost anything. **What do you dislike about Solver?** The difficulty in creating new reports and having to rely on our consultant to get them done. **Recommendations to others considering Solver:** Go for it, but be prepared to use a consulting partner or have an excel expert on board. **What problems is Solver solving and how is that benefiting you?** Accurate financial reports, budgets and forecasts. ### 20. Good solution for Financial Reporting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2018 **What do you like best about Solver?** result in excel , easier for finance personnel. able to get the report from multiple data source, and customizable dimension and factset **What do you dislike about Solver?** rendering issues when the report involve many worksheet. it may be due to excel limitation. **Recommendations to others considering Solver:** affordable and improving porduct. **What problems is Solver solving and how is that benefiting you?** no more manual reporting, run with one click. ### 21. Great product - easy to use and full of features and functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2018 **What do you like best about Solver?** The development tool is great - allows you to easily make updates but in a controlled manner. **What do you dislike about Solver?** Not much - excellent CPM product........ **What problems is Solver solving and how is that benefiting you?** Was much cheaper than the incumbent system, but had very similar functionality. Easier to use and develop with. ### 22. Solver BI360 rocks! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2018 **What do you like best about Solver?** So easy and intuitive to use because it is Excel based. **What do you dislike about Solver?** Some of the features releases are slow in coming **What problems is Solver solving and how is that benefiting you?** Budgeting is so much easier. ### 23. Reporting Solved **Rating:** 4.0/5.0 stars **Reviewed by:** Eric S. | ERP and BI Techincal Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Solver?** My favorite function of BI360 is the Dashboards that make it easy to visually consume data. **What do you dislike about Solver?** The Excel add-in is delicate. From time to time it stops working or throws strange behavior. Nothing a restart doesn't fix. **Recommendations to others considering Solver:** Dashboards and Budgeting are great features ! **What problems is Solver solving and how is that benefiting you?** The primary problem is to get data to the C levels. With dashboards, this is now self-service. ### 24. Phenomenal B.I. Tool for the Money **Rating:** 5.0/5.0 stars **Reviewed by:** Neal J. | Chief Financial Officer, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** I love that BI360 runs in Excel, and has the full range of Excel functionality, features and benefits. No specialized database training required. Unlimited potential in financial modeling, presentation and creating actionable reporting. **What do you dislike about Solver?** The training and help center could be better developed. BI360 users would benefit from having a robust catalog of training, examples, and reporting ideas on how to better use BI360. **Recommendations to others considering Solver:** Highly recommend for companies interested in a robust financial reporting solution **What problems is Solver solving and how is that benefiting you?** We're using Solver and BI360 to develop our financial reporting package, including board presentations, credit facility metrics, financial statements and trends, etc. We are benefiting from standardized F/S presentations, ease of customization to add periods, etc. ### 25. Extremely Informational **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon B. | Senior Accountant, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** I like the ease of reporting, and I also like that I am able to learn the functionality fairly quickly. I'm not a database administrator, but I feel that I have learned a lot in that area as well. **What do you dislike about Solver?** I did watch a lot of the training videos that are provided on the support site, and there were a handful that were not reviewed very well before they were uploaded. I fortunately had learned the concepts of the functions that were not working correctly in the instruction, so I was not confused. **What problems is Solver solving and how is that benefiting you?** My organization has a system that is not user friendly or reporting friendly. The reports that do exist are not laid out in a useful manner. The system is super rigid as well, so it is great having BI360 as a reporting solution to this problem. ### 26. Great solution for a reasonable price **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Solver?** The thing I like best about BI360 is how it nests itself within Excel and because of that creates immediate use adoption. There are lots of products in the CPM world but none that better breaks down the barriers for users to excel in! **What do you dislike about Solver?** If I could change one thing with the data warehouse piece of the product, it would be to not market the data warehouse as a proprietary function. When selling into the CFO, the benefit is obvious however when you try marketing to the CIO, they tend to prefer a cubed environment. **What problems is Solver solving and how is that benefiting you?** Better reporting, budgeting, dash-boarding along with strong collaboration tools **Official Response from Hanna Kim:** > Hello! Thank you for the positive feedback, and for the suggestion! We'll be sure to relay the message to our team. We'd like to send you a gift. Please send us your mailing address to hkim@solverglobal.com. Thank you! ### 27. BI360 Has allowed customers to enhance reporting allowing them to make use of real time data **Rating:** 5.0/5.0 stars **Reviewed by:** Steve J. | BI Practice Director, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** Flexibility to include real time data. Data from multiple sources. Quick reporting and analysis with tools like composer. Easy to expand the data warehouse **What do you dislike about Solver?** Still a couple of issues around tree reporting and dates when reporting. Typically on the template expanding with dates. **Recommendations to others considering Solver:** Do your homework on the entire data capabilities of the tools you may be looking at. Make sure the end user can use and create reports. **What problems is Solver solving and how is that benefiting you?** Helping customer solve a wide variety from reporting and budgeting to analysis and various data consolidations. ### 28. Great Product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** BI360 is a great tool for those organizations that have a high level of Excel Knowledge. Although there is a learning curve for some users, the product can be setup and configured fairly quickly . Overall I am very pleased with solver and BI360! **What do you dislike about Solver?** The building of reports and templates in a streamlined manner can be difficult for some to user to work through the final reports. The end re in designer for a new user can be very confusing. **Recommendations to others considering Solver:** Take time to make sure you are purchasing the correct products and features. **What problems is Solver solving and how is that benefiting you?** We are in a situation where our budgeting tools are being sunsetted and we needed a replacement. I believe this tool will be a great success. ### 29. Great Partnership **Rating:** 4.5/5.0 stars **Reviewed by:** Matt M. | Customer Strategy Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2017 **What do you like best about Solver?** Working with Solver is seamless, they are very responsive and professional. We have presented and implemented many customers in varying industries. **What do you dislike about Solver?** What is not to Like?? Tracy Barak's leadership and partnership is very much appreciated **What problems is Solver solving and how is that benefiting you?** I work with Many customers with different reporting and Data needs. BI 360's flexibility make it an ideal product to present to Microsoft customers ### 30. Familiar interface makes it easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Solver?** The excel interface makes it easy to learn/use. The Dynamics GP metadata allows the users to select the right information easier. **What do you dislike about Solver?** That not all users think they need it so doesn't make it as easy to sell as i'd like. **What problems is Solver solving and how is that benefiting you?** Great for financial reporting and analysis as well as budgeting. **Official Response from Hanna Kim:** > Hello! Thank you for the positive feedback, and for the suggestion! We'll be sure to relay the message to our team. We'd like to send you a gift. Please send us your mailing address to hkim@solverglobal.com. Thank you! ### 31. Sover 2017 **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick M. | Controller, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** The ease of use and the native integration with excel makes it an excellent tool. **What do you dislike about Solver?** The adoption of the new application is always a challenge, but process of learning it was beneficial. **What problems is Solver solving and how is that benefiting you?** We are using it to develop reports, metrics and dashboards. The benefits are many but one main one is once you have on report made you can use it as a template to build others ### 32. Great Product for Financial Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Tracy T. | Senior Software Consultant, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** BI360 is a great tool for those organizations that product their final report to Excel. Although there is a learning curve for some users, the product can be setup and configured fairly quickly . Overall I am very pleased with solver and BI360! **What do you dislike about Solver?** The Data Warehouse has great functionality but it is time consuming to configure to capture data. **Recommendations to others considering Solver:** Love it and look forward to the product that will work with Intacct. **What problems is Solver solving and how is that benefiting you?** The benefits for BI360 is its ability to generate directly in Excel and with the publisher to be able to generate to a sharepoint or shared drive and send via email to users. ### 33. We love BI360 **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle H. | Senior Staff Accountant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** easy to use and manipulate, if you love excel this is for you **What do you dislike about Solver?** speed of reports, support seems boggled down and can sometimes be hard to get in touch with **Recommendations to others considering Solver:** Make sure you know excel. **What problems is Solver solving and how is that benefiting you?** Support seems boggled down and can sometimes be hard to get in touch with. Benefits are that you can integrate almost anything into the system and build a variety of reports. ### 34. Focus 2017 **Rating:** 5.0/5.0 stars **Reviewed by:** Allison J. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** The conference had a lot of hands on classes which I feel was very helpful instead of just sitting and listening to someone speak. **What do you dislike about Solver?** The amount of time dedicated to the hands on sessions. A little more time would be better. **What problems is Solver solving and how is that benefiting you?** The speed of my reports. Learning what I can omit or what I can change in order to make my reports run much faster. ### 35. flexibility, efficiency through data integration **Rating:** 4.0/5.0 stars **Reviewed by:** Tricia B. | Director, Planning & Analysis, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** Report designer, data warehouse flexibility (dimension attributes) **What do you dislike about Solver?** we have performance/speed issues with budget templates interface with Excel (excel crashing, length of time to render). Manually bringing in NetSuite data, issues with integration because of our Net Suite customizations **Recommendations to others considering Solver:** get demos from other customers, allow time for testing **What problems is Solver solving and how is that benefiting you?** Integration of business lines for operational planning, ability to capture operational information with budget data ### 36. Great product for accounting purposes **Rating:** 4.0/5.0 stars **Reviewed by:** Roxanne C. | Executive Assistant to CFO, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** Simple, complex, and excel based. I personally like the dashboard option. **What do you dislike about Solver?** Requires a good amount of training. Trial and Error will occur. Must have good knowledge of excel. **Recommendations to others considering Solver:** Give it a try **What problems is Solver solving and how is that benefiting you?** Using Solver for Budgeting and Forecasting, will integrate AP and AR down the road. Building customized reports have made financial reporting better. ### 37. Getting Started **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** There is one place where i can administer financial reports, the data warehouse, and budgets. It is a SQL based package which makes finding resources to do certain SQL related tasks easier. **What do you dislike about Solver?** There does not appear to be a specific learning track to understand the various aspects of the software. Courses seem to be too focused on financial reports and not enough on metrics. **Recommendations to others considering Solver:** helps if you know SQL for administration **What problems is Solver solving and how is that benefiting you?** Metric reporting, budgeting, and more robust financial report analysis. ### 38. Bi360 has streamlined our reporting and planning process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** I like the fact that I can customize my existing reports and create new reports that benefit our departmental and budget managers within our Agency. **What do you dislike about Solver?** We have run into a few "bugs" in the system, especially as it pertains to losing some functionality in the system during version upgrades (4.0 to 4.6, etc.). Sometimes we will run into issues that either Solver or Tribridge is unable to replicate so the issues cannot be resolved. **What problems is Solver solving and how is that benefiting you?** We ran into an issue where LID in our planning module was disappearing from our Data Warehouse. We have not found a resolution and Solver is unable to replicate this issue for us. ### 39. Positive BI360 Budgeting Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** The software is able to adapt to our relatively complex and very detailed budgeting. Once the budget files were created, there is a low administrative burden to maintain them and recreate for on going budget scenarios. It has made our monthly close process much faster through automated reporting. **What do you dislike about Solver?** Users with lower excel skills have struggled to use the software correctly causing some issues. **What problems is Solver solving and how is that benefiting you?** Budgeting and monthly reporting. It is much quicker to do our month end close with the BI360 reports in place and there is a higher level of accuracy in the budgeting numbers now we don't have to rely on manual excel files. ### 40. Impactful Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Breann A. | Financial Analyst, Public Safety, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** I appreciate the ease at which I can query data. I can deliver reports timely and make a difference in my workplace! **What do you dislike about Solver?** I felt uncomfortable using the tool at first, but the training at Focus is setting me up for success. **Recommendations to others considering Solver:** Go for it! **What problems is Solver solving and how is that benefiting you?** I re-wrote our financial statements and replaced an outdated tool. We've also developed overtime tracking spreadsheets with applicable graphs. ### 41. An All in One **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** We are able to get our financials, budget reporting, job cost data, and compare where we stand when compared with other home builders **What do you dislike about Solver?** The software is not user friendly and isn't easy to use without quite a bit of training **Recommendations to others considering Solver:** Ease of Use. i was able to play with it and figure it out while others were unable to even get a simple report. **What problems is Solver solving and how is that benefiting you?** We have been able to display our Work in Progress down to the project level on our financials. It has allowed to integrate data from both our ERP and our purchase order system. ### 42. Informative **Rating:** 5.0/5.0 stars **Reviewed by:** Claudine A. | Senior Consultant, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** easy of use as it's excel based; report publisher; ad hoc reporting tools; data warehouse and expansion capabilities. **What do you dislike about Solver?** rendering issues, time out, length of time it takes to render multi-tab reports **Recommendations to others considering Solver:** New cloud offering is great step towards the future. **What problems is Solver solving and how is that benefiting you?** integrations with other 3rd party products for consolidated reporting; one stop reporting tool. ### 43. Strong reporting and budgeting tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** Extremely user friendly tool. The fact that it gives non-IT users the ability to create and modify reports and templates is the basis for why this tool far exceeds the competition. **What do you dislike about Solver?** The Web Portal has limited functionality and is buggy at times. **Recommendations to others considering Solver:** Moving to the cloud is a sound business decision. Continue to enhance the product leveraging the cloud technology. **What problems is Solver solving and how is that benefiting you?** Moving clients off of Excel based budgeting and giving finance professionals more time to analyze the numbers and less time consolidating external budget templates. ### 44. Great software for budgeting and reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** Excellent interface and design and built with the user in mind. The ease of use and quickness for retrieving data from the warehouse. **What do you dislike about Solver?** global cloud availability for BI360 would be great. Capability to white label for partners would be a nice addition. **What problems is Solver solving and how is that benefiting you?** ROI for marketing ### 45. intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Frank K. | Director of Systems Development, Entertainment, Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** Ease of use. the interface is intuitive and the composer is a great alternative to users with limited reporint skills **What do you dislike about Solver?** some of the bugs - like losing your work if you click off of the sheet parameters before saving - very frustrating **What problems is Solver solving and how is that benefiting you?** financial reporting ### 46. Great Company Fantastic product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** We love partnering with Solver. Solver cares about their products, customers and employees. We have many very happy joint customers together. I would highly recommend them to any of our customers. **What do you dislike about Solver?** Its hard to find anything wrong or something that I dislike. Everyone at the company is great and the product is fantastic. **What problems is Solver solving and how is that benefiting you?** Our customers tell us the creating new reports with Bi360 is so easy. They now have the data and information they need at their finger tips. ### 47. Great Solution for all any industry **Rating:** 5.0/5.0 stars **Reviewed by:** Gloria Del C A. | Executive Director, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** No installation, automatic upgrades and easy data loading! **What do you dislike about Solver?** Time consuming on the implementation process due to different integration vendors. **Recommendations to others considering Solver:** Great mindset, solution with a lot of solutions integrated **What problems is Solver solving and how is that benefiting you?** Easy access to information with one click at the portal no matter where! ### 48. Great tool for Reporting and Budgeting **Rating:** 3.5/5.0 stars **Reviewed by:** Terry w. | Financial Analyst, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** Setting up assignments and tracking progress during Budgeting **What do you dislike about Solver?** Not easy to troubleshoot. Loss of great functionality after upgrade. **What problems is Solver solving and how is that benefiting you?** Its a great time saver. Consolidating budget from different departments made easy. Customizing reports and slicing and dicing when it comes to reporting. ### 49. BI360 has improved my workday! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** The ease of use and the ability for departments to have the information at their fingertips. **What do you dislike about Solver?** I wish I could print directly rather than having to download and save before printing. **What problems is Solver solving and how is that benefiting you?** Efficiency for the accounting staff. Autonomy for the departments. ### 50. Excel based interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** How the excel interface allowed for quick learning curve. Multiple data integrations. Budgeting and reporting is easy and efficient. **What do you dislike about Solver?** Web portal Budget templates take a little longer to send data back to warehouse. **Recommendations to others considering Solver:** Yes **What problems is Solver solving and how is that benefiting you?** Data Warehouse -easy integrations. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-05-19+12%3A07%3A15+-0500&secure%5Bsession_id%5D=85abf31c-a1ac-4361-a74c-bf1a6e3b1c1d&secure%5Btoken%5D=ef230d437559048e9a80f8a1e77351953b8fafa986e03139e1939d58847e283c&format=llm_user) ## Solver Integrations - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [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) - [NetSuite](https://www.g2.com/products/netsuite/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 (487 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (468 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (301 reviews)