Solver Reviews & Product Details

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 ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. 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. To learn more, visit www.solverglobal.com.

Product Website

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Solver

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Solver Community

Languages Supported

Danish, German, English, French, Italian, Norwegian, Portuguese, Russian, Spanish, Swedish

Product Description

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.

Overview by

Liz Anderson

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

View More Pricing Information

Solver Media

Consolidation balance sheet

Reporting information grabbed from Solver

Budgeting data

Grabbed from the help website

Analysis information found within the Solver dashboard

The Solver Copilot AI capabilities simplify planning with instant access to resources, insights, and task assistance, easing challenges along the way in your xFP&A process.

The Solver xFP&A demo tour provides an overview of how to transform planning with a powerful and intelligent solution for planning, reporting, consolidation and analysis.

Official Downloads

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Financial Consolidations and Analysis eBook

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Verified User in Investment Management

Small-Business (50 or fewer emp.)

6/6/2023

"Flexibility, seamlessly accommodating both traditional and non-traditional reporting requirements"

4.5/5

What do you like best about Solver?

Solver excels in data management and reporting, allowing our organization to handle data efficiently, generate insightful reports, and make informed financial decisions. Review collected by and hosted on G2.com.

What do you dislike about Solver?

Solver's unique reliance on Excel as its foundation presents both its greatest limitation and strength. While Solver offers significant value, there are areas where it could further improve. Enhancements in user interface design and advanced collaboration features would contribute to a more seamless and comprehensive financial reporting, planning, and analysis solution. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver addresses the challenge of meeting various reporting requirements, including traditional financial statements and nontraditional regulatory and internal reporting, typically not supported by out-of-the-box ERP systems. This capability benefits our organization by providing the flexibility to handle diverse reporting needs while ensuring compliance and accuracy. Solver's data management features offer structured and organized handling of complex financial data, enhancing efficiency and enabling informed decision-making. One of the most significant surprises has been our ability to leverage Solver's features to assign additional attributes to data in data management, allowing us to enhance our reporting capabilities. Review collected by and hosted on G2.com.

Stephanie G.

Mid-Market (51-1000 emp.)

8/16/2023

"Great tool and great support."

5/5

What do you like best about Solver?

Being new to Solver, I like that reports are built in the Excel environment which I am very familiar with. Review collected by and hosted on G2.com.

What do you dislike about Solver?

It would be great if you could update existing Excel imports. For example, run the P&L and add comments but then have to start all over for the next month. Review collected by and hosted on G2.com.

Frank S.

Mid-Market (51-1000 emp.)

11/18/2020

"Solver Review"

4/5

What do you like best about Solver?

Interface to our Accounting System and ability to set up templates/reports for monthly reporting. Automates this process very well. New templates and features added. Review collected by and hosted on G2.com.

What do you dislike about Solver?

Learning to use all the functionalities including setting up reporting templates. The learning curve related to this. This continues to improve. Review collected by and hosted on G2.com.

Response from Stacy Pitts of Solver

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Thank you for your review! If we can assist with training, or the automation process, we have academy, knowledge based articles, virtual training and more! Please reach out to customercare@solverglobal.com and your Customer Success Manager can provide more details on these resources as well as discuss any other options that may help you reach your goals.

Laura B.

Project Manager

Enterprise (> 1000 emp.)

1/4/2023

"Solver is a powerful tool. Once over the learning curve, Solver is a key component in automation."

4.5/5

What do you like best about Solver?

The ability to create custom reports and send them electronically to the appropriate parties in one click. I also love the Archive feature, as I can refer users back to this area instead of resending manually via email. Review collected by and hosted on G2.com.

What do you dislike about Solver?

Sometimes I have to add back fields such as Account, Account Description, etc. They don't disappear; the report just stops working until I drag these over the existing fields (replace them). I haven't been able to locate the cause for this to occur. However, it is almost like having to start over.

I would love to see more Period Functions. For example, I need a Daily Balance report for Cash and cannot create it due to the limited options.

Because each report is a stand-alone report, I find that changes, for example to an Income Statement, require making the change for each presentation (Monthly, Year to Date, Trailing Twelve Month). As the number of reports grow this is becoming more cumbersome.

It would be helpful if, as Admin, I could turn off certain functions that I do not wish for users to have the ability to access when running reports. For example: Comment, Share, Add to Archive.

When combining multiple reports through Publish, it is often difficult to determine which report parameters belong to which report. It would be helpful to see the report name next to the parameters.

It would be helpful as well if troubleshooting were easier to locate online. I often find it challenging to find the answers to my issues. Review collected by and hosted on G2.com.

Dani S.

Small-Business (50 or fewer emp.)

8/16/2023

"Transition with Solver!"

5/5

What do you like best about Solver?

One of the biggest features we are thankful for is the ability to sort and create reports based on any data segment in your system. Also, the fact that reports export forumlas! Review collected by and hosted on G2.com.

What do you dislike about Solver?

At this point, everything we have learned and gained from Solver has been a positive experience and made our jobs more efficient. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

8/16/2023

"It's been easy to use since it is Excel based."

5/5

What do you like best about Solver?

Once we moved from Bi360 to Solver Cloud, my reports run much faster. Since it's Excel based, the formatting and formulas are easy. Review collected by and hosted on G2.com.

What do you dislike about Solver?

My main issue would just be taking more training and understand how it all works. I'm sure I can make better reports when I learn more. Review collected by and hosted on G2.com.

Joe S.

Small-Business (50 or fewer emp.)

8/16/2023

"Good experience with minimum headaches"

4/5

What do you like best about Solver?

Built on top of Excel and easy to use for accountants Review collected by and hosted on G2.com.

What do you dislike about Solver?

Migration to Cloud was more intense and hands on that I thought it would be Review collected by and hosted on G2.com.

Verified User in Entertainment

Mid-Market (51-1000 emp.)

8/17/2022

"Dee's Review"

4.5/5

What do you like best about Solver?

Ability to create dynamic reports easily on an app (Excel) that I'm very familiar and comfortable with. Review collected by and hosted on G2.com.

What do you dislike about Solver?

The review process. It forced me to login to Linked In. Review collected by and hosted on G2.com.

Erik H.

Small-Business (50 or fewer emp.)

8/16/2023

"Learned a lot and am excited to do more with Solver."

5/5

What do you like best about Solver?

The reporting capabilities and drill down functions Review collected by and hosted on G2.com.

What do you dislike about Solver?

That you cannot currently have 2 different periods defined because if you have a client on 13 periods but need to do reports on monthly sales for sales tax you can't. Review collected by and hosted on G2.com.

Danielle M.

Administrative Specialist

Mid-Market (51-1000 emp.)

8/16/2023

"Excellent Business Communication Sharing"

5/5

What do you like best about Solver?

Excellent business commuication sharing for teams. Rapid sharing of reports between entities allowing increased communication and reporting. Processes with Tableau an Power BI are a plus. Review collected by and hosted on G2.com.

What do you dislike about Solver?

N/A... I have not found any dislikes for this system. Review collected by and hosted on G2.com.