--- 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. BI360 has improved our companies financial reporting processes and capabilities. **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Manager, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** The fact that BI360 is Microsoft Excel based enables us to leverage all the power, flexibility and capabilities of Excel. **What do you dislike about Solver?** There isn't really anything to dislike about the product. **What problems is Solver solving and how is that benefiting you?** Better insight into financial results, improved reporting cycle. ### 2. Seamingly Seamless **Rating:** 4.0/5.0 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?** I like the integration to Excel. Most users can relate to the ease of use and be creative by using the power of Excel and Bi360 together **What do you dislike about Solver?** I dislike that sometimes it is dependent on the resources of Excel so rendering can be an issue. **What problems is Solver solving and how is that benefiting you?** I am a partner, so we help mainly to implement solutions where the customer is looking for more from their BI stack and reporting, along with improving processes ### 3. Budgeting and Reporting tool for your organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** if you know Excel you can quickly write a report, publish it, and make available to the right people within your organization. Transition your budgets to an automated solution that quickly consolidates via reporting. **What do you dislike about Solver?** Need more tree/ tabular functionality for report distribution. **Recommendations to others considering Solver:** Research is the key to a successful implementation, ask questions, provide details and outline your expectations. **What problems is Solver solving and how is that benefiting you?** Better reporting tool, more robust budgeting, and replacement for FRx / MR with existing clients ### 4. Great experience and system **Rating:** 5.0/5.0 stars **Reviewed by:** Maritza O. | Finance Manager, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** The maintenance process is automatic. The great dashboard and interface **What do you dislike about Solver?** Time consuming and the need for a separate team to make this process happen **What problems is Solver solving and how is that benefiting you?** Consolidation of reporting system and process ### 5. Manager of Financial Planning and Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** I like the integration with Microsoft products. **What do you dislike about Solver?** I would like to see the ability to have conditions within parameters. I would also like to see where the default period could like the users to selecting this year and the last full year. **What problems is Solver solving and how is that benefiting you?** We are creating reports for each of our department leads. They then run their own reports when we say the data is ready. ### 6. Multi-functional tool that is user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** The different facets of the tool that help me do my job. **What do you dislike about Solver?** I have no regrets! Solver team has been always there for us! **Recommendations to others considering Solver:** Nonw **What problems is Solver solving and how is that benefiting you?** Solver has helped us make the budgeting and forecasting process more efficient. We have also given our business partners the ability to reconcile their expenses using the portal. This has increased visibility and efficiency of monthly reporting processes. ### 7. The best tool **Rating:** 5.0/5.0 stars **Reviewed by:** Anabelle T. | Directora Operaciones, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** Easy installation, all systems in one tool **What do you dislike about Solver?** Time consuming, it is needed a separate team to work with it. **What problems is Solver solving and how is that benefiting you?** No duplicate information and efforts. ### 8. Solver is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** The support materials are top notch. Supportive staff and very knowledgable **What do you dislike about Solver?** These guys are great. the only things i dislike have to do with the products Solver supports. **Recommendations to others considering Solver:** Do it **What problems is Solver solving and how is that benefiting you?** Implementing business intelligence at a company who has never had business intelligence data. Training people not only HOW to use it, but WHY ### 9. Love this product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Solver?** This is a very user friendly product and has many great features. **What do you dislike about Solver?** Some error messages are hard to decipher but for the most part I would say there is nothing I dislike for the features we are using. **What problems is Solver solving and how is that benefiting you?** Reporting is much more robust and we can provide more customized reports. ### 10. Overall, I am satisfied but I think there is a lot of room for growth **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Solver?** Reporting in excel and the flexibility it gives you. **What do you dislike about Solver?** The interface between excel and DWM. I don't like the fact that you have to map your own templates back to the system. **What problems is Solver solving and how is that benefiting you?** Consolidation of data and budgeting. ### 11. BI360 IS A GREAT PRODUCT FOR ALL **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2017 **What do you like best about Solver?** Very easy functionality and extremely easy to use even for the most basic beginner. **What do you dislike about Solver?** More extensive date parameter functions and more indepth white papers on errors. **What problems is Solver solving and how is that benefiting you?** Helping with financial reporting and other forms of accounting reports. ### 12. BI360 Experience has been good. **Rating:** 4.5/5.0 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?** I think it is fairly simple to create reports and deliver to our users. **What do you dislike about Solver?** Some of the advanced techniques are not very intuitive. **What problems is Solver solving and how is that benefiting you?** Solver consulting has helped us with Budgets including Personnel budgets and Prepaids module. ### 13. Director, Special projects **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 love the Excel familiarity and use of all Excel functionality. **What do you dislike about Solver?** Often times with upgrades we have experienced loss of functionality from previous versions. **What problems is Solver solving and how is that benefiting you?** Budget consolidation, fund allocations for salary and fringe and reporting. ### 14. Solver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2016 **What do you like best about Solver?** I like that it is an add-in for Excel, so that I do not have to use another program and export my data to it. My data is already there! **What do you dislike about Solver?** I have had problems using Solver on my Mac, as it often crashes Excel. I have had no problems using it on my PC (Windows 7). **Recommendations to others considering Solver:** I think it is a good addition to Excel. It makes data analysis in Excel very easy. **What problems is Solver solving and how is that benefiting you?** I use Solver for data analysis. It is easier than exporting my data to another statistics program. ### 15. Spread Optimization **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2017 **What do you like best about Solver?** Gives the flexibility of Microsoft excel **What do you dislike about Solver?** Limited in the kind of constraints one can use **What problems is Solver solving and how is that benefiting you?** Trying to find optimal spread settings. ### 16. Great BI/Financial Reporting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning **Reviewed Date:** March 04, 2014 **What do you like best about Solver?** Powerful, Excel based (familiar). Great consultants and support staff. **What do you dislike about Solver?** Nothing to dislike! It's a great tool and we have no complaints. **What problems is Solver solving and how is that benefiting you?** Replacement for FRX. ## 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=6§ion=pricing&secure%5Bexpires_at%5D=2026-07-11+14%3A51%3A25+-0500&secure%5Bsession_id%5D=1b76faaf-33a1-40b0-9e2f-1910270e8be2&secure%5Btoken%5D=963c3f2e0f580de58c4d8560bad0d6ee17e05405179a377046386d79a0d748c8&format=llm_user) ## Solver Integrations - [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 Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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 (344 reviews)