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Driving Nonprofit success with xFP&A blog header

Driving Nonprofit Success with xFP&A

In the nonprofit sector, the way you manage your finances matters. And yet, without the right ...

Solver's Zendesk Connector Blog Image

Enhance Helpdesk Analytics with Solver's Zendesk Connector

Enhance Your Helpdesk Analytics with Solver's Zendesk Connector Did you know that in addition to ...

Solver at Sage Future 2025

Sage Future 2025: Elevate Decision-Making with Solver

Discover How You Can Connect with Solver at Sage Future The excitement of Sage Future 2025 begins ...

Liz Anderson Spotlighted on the 2025 Women of the Channel List

Congrats to Liz Anderson, Vice President of Global Marketing for Solver, who was recognized by ...

Custom Drill-Down Feature Blog Header Image

Product Feature: Custom Drilldown

Looking to streamline your data analysis when using Solver's flagship software? Introduced in April ...

How Analysis Speeds Decision-Making and Improves Outcomes Blog Header

How Analysis Speeds Decision-Making and Improves Outcomes

No longer relegated to traditional budgeting, forecasting, and financial performance reviews, the ...

Corey Marquis Whos Who Blog Header Image

Corey Barak, COO of Solver, Was Recently Named to Marquis Who’s Who

Congratulations to Solver’s Chief Operating Officer, Corey Barak, MBA, who was recently named to ...

Solver at Directions NA 2024

Play Your Cards Right For Directions North America 2025

Discover How You Can Connect with Solver at Directions NA 2025 Are you all in with your current ...

Round Up the Experts at the AFP FP&A Forum 2025

Solver is proud to be a Gold Sponsor at the AFP FP&A Forum 2025. We are excited to engage with ...

Awakening to New Opportunities at ASCEND 2025

Solver ASCEND Americas 2025 will take place from August 11th to the 14th at the beautiful Hyatt ...

xFP&A Trends to Watch in 2025

Five xFP&A Trends to Watch in 2025

In today's rapidly evolving business landscape, traditional financial planning and analysis ...

How the Solver Contributor User Expands Budget Planning Beyond Finance

In the fast-paced world of finance, ease of use and flexibility are non-negotiable. Recognizing ...

Homepage

Product Feature: The New Solver Homepage

Your workspace, reimagined for faster access and better organization. Get ready for a more ...

Acumatica Summit 2025

Place Your Bets for Acumatica Summit 2025

We are excited to return as a Gold Sponsor for Acumatica Summit 2025, taking place from January ...

Drill back Feature 2024

Product Feature: Drill Back to Dynamics 365 Business Central

Finance teams are discovering a powerful productivity boost within Solver's Microsoft Dynamics 365 ...

Senior Living Industry Blog 2024

Unlocking the Full Potential of Senior Living Operations with xFP&A

The senior living industry is at a pivotal moment, driven by the demands of a rapidly aging ...

Better Reporting Leads to Better Business Decisions

Better Reporting Leads to Better Business Decisions

Running a successful modern business requires so much more than the basic financial tools companies ...

Advanced Planning Tools Foster Business Success

Advanced Planning Tools Foster Business Success

Gone are the days when basic budgeting, forecasting, and planning tools offered everything a ...

Importance of Extended Financial Planning & Analysis (xFP&A)

Choosing the Best Extended Financial Planning and Analysis Solution

Adopting extended financial planning and analysis (xFP&A) software is a popular solution for ...

Building Tomorrow: How xFP&A is Transforming the Construction Industry

Building Tomorrow: How xFP&A is Transforming Construction Companies

The construction industry is at a crossroads. With increasing project complexity, fluctuating ...

Silver-Level Member of the Information Technology Alliance (ITA)

Solver Joins Information Technology Alliance (ITA) as a Silver Technology Partner

The Information Technology Alliance (ITA), the pre-eminent independent organization for ethical ...

xFP&A software for financial consolidation

xFP&A Software for Financial Consolidation Drives Intelligent Decisions

Extended financial planning and analysis (xFP&A) software drives faster, better decisions ...

Business Intelligence Price Comparison

3 Extremely Unusual Tips for Your Business Intelligence Software Price Comparison

Have you been comparing the costs for your business intelligence software or questioning the price ...

Solver Customer Awards 2024

Solver 2024 Customer Awards: Loyalty at the Highest Level

Congratulations to Solver’s customer award winners for 2024! The awards were handed out by Diana ...

Solver at Community Summit NA 2024

Saddle Up for Community Summit North America 2024

Celebrating Solver's 2024 Partner Award Winners at ASCEND Americas

Celebrating Solver's 2024 Partner Award Winners at ASCEND Americas

Don’t Wait for Opportunity, Create it” –George Bernard Shaw This quote by one of the world’s most ...

6 Best Practices for Financial Reporting

Better reporting leads to better results. Outdated processes, time-consuming input methods, and ...

Accelerate Decision-Making with Solver at acuCONNECT 2024

We are thrilled to share that we will be a gold sponsor of acuCONNECT 2024, THE virtual event for ...

financial reporting

What is xFP&A? Going Beyond Financial Planning and Analysis

Extended financial planning and analysis, or xFP&A, is an all-encompassing approach that puts ...

Know Before You Go: Solver ASCEND Americas 2024

Solver ASCEND Americas 2024 is nearly here, and it’s time to start packing! To ensure you are fully ...

Best Practices in Creating Consolidated Financial Statements

Financial consolidation, often referred to as a "roll-up," involves combining financial data from ...

Solver Brings Hands-On Practice to College Students

School is out for the summer, but the Solver team was busy in the classroom this past spring ...

Solver at Directions NA 2024

Do Better Than a Business Budget Excel Template

Harvard Business Review calls today’s evolving business landscape the 'Era of Volatility.' The last ...

Solver at Directions NA 2024

Solver Teams Up with Binary Stream at Seattle Community Summit Roadshow

Discover Innovations with Solver at Community Summit Roadshow 2024 Microsoft Dynamics users and ...

Surf’s Up for Learning & Networking at Ascend 2024

From August 12th through 15th, Surf City USA, also known as Huntington Beach, California, will host ...

Liz Anderson named to CRN’s Women of the Channel list for 2024 for the 8th Consecutive Year

Applause and accolades for our own Liz Anderson, vice president of Global Marketing for Solver, who ...

Solver on Solver: ASCEND Data Insights Using Our Proprietary Reporting

While preparing for my presentation for Solver’s annual customer and partner conference, ASCEND ...

Solver at Directions NA 2024

DynamicsCon Live: Elevate Your Journey with Solver

How Solver can Elevate your DynamicsCon LIVE 2024 Experience Microsoft customers and partners will ...

Solver at Directions NA 2024

Sail to Success with Solver: Directions NA 2024

Discover How You Can Connect with Solver at Directions NA 2024 Microsoft Partners are about to ...

Using Analyst Rankings to Help Select the Best CPM Software Apps

This article is part 8 of an 8-part series on evaluating the best CPM tools for your business. Part ...

How to Leverage Data to Prepare for an Exit or Acquisition

Do you intend to sell or acquire a company in 2024? Exit and acquisition processes require you to ...

Solver at Sage Transform 2024

Sage Transform 2024: Elevate Decision-Making with Solver

Discover How You Can Connect with Solver at Sage Transform The excitement of Sage Transform 2024 ...

How to Conduct Budget Variance Analysis in 30 Minutes

Budgets can be challenging. While properly analyzing trends and patterns in your financial history ...

5 Ways to Connect with Solver at Acumatica Summit 2024, Las Vegas

Discover Where to Find Solver at Acumatica Summit – and How to Win Up to $3,250 Acumatica Summit ...

Solver Ascend 2023 Schedule – Day 1

Solver Ascend 2023 Agenda Monday, August 14 Welcome to Day 1 of Ascend! We’re excited to have you ...

Strategic KPI Report for Dynamics 365 Business Central

What is a Strategic KPI Report ? Strategic KPI Reports serve as executive dashboards, offering ...

Monthly Balance Sheet with Prior Month and Last Year Comparisons for Dynamics 365 Business Central

What is a Monthly Balance Sheet with Prior Month and Last Year Comparisons ? A Monthly Balance ...

Profit & Loss Report with Monthly Trend for Sage Intacct

What is a Profit & Loss Report with Monthly Trend ? A Profit & Loss Report with Monthly ...

Intercompany Elimination Model for Dynamics 365 Business Central

What is an Intercompany Elimination Input Form ? An Intercompany Elimination Input Form serves as a ...

Consolidating Balance Sheet for Sage Intacct

What is a Consolidating Balance Sheet ? A Consolidating Balance Sheet is a financial statement that ...

Intercompany Transaction Audit Report for Dynamics 365 Business Central

What is a Intercompany Transaction Audit Report ? An Intercompany Transaction Audit Report is a ...

Consolidating Trial Balance for Dynamics 365 Business Central

What is a Consolidating Trial Balance ? A Consolidating Trial Balance is an important tool for ...

Consolidating Trial Balance for Sage Intacct

What is a Consolidating Trial Balance ? A Consolidating Trial Balance is a valuable tool used by ...

Intercompany Matching Report for Sage Intacct

What is a Intercompany Matching Report ? An Intercompany Matching Report is a vital tool used in ...

Monthly Cash Flow Forecast Model for Acumatica

What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is an essential ...

Intercompany Matching Report for Dynamics 365 Business Central

What is a Intercompany Matching Report ? An Intercompany Matching Report is a crucial tool used ...

Monthly Cash Flow Forecast Model for Sage Intacct

What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is a crucial tool ...

Monthly Cash Flow Forecast Model for Dynamics 365 Business Central

What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is a vital planning ...

Monthly Balance Sheet Forecast Report for Sage Intacct

What is a Monthly Balance Sheet Forecast Report ? The Monthly Balance Sheet Forecast Report is a ...

Monthly Balance Sheet Forecast Report for Dynamics 365 Business Central

What is a Monthly Balance Sheet Forecast Report ? The Monthly Balance Sheet Forecast Report is a ...

Monthly Profit & Loss Forecast Report for Sage Intacct

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report ...

Monthly Profit & Loss Forecast Report for Acumatica

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report ...

Monthly Profit & Loss Forecast Report for Dynamics 365 Business Central

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report ...

Personnel Headcount Budget Report for Dynamics 365 Business Central

What is a Personnel Headcount Budget Report ? A Personnel Headcount Budget Report serves as a ...

Project Budgeting Template for Sage Intacct

What is a Project Budgeting Template ? A Project Budgeting Template is a comprehensive tool that ...

Rolling 12 Month Budget Model for Dynamics 365 Business Central

What is a Rolling 12 Month Budget Input Form ? A Rolling 12 Month Budget Input Form is a dynamic ...

Sales Budget by Sales Rep, Customer and Product for Dynamics 365 Business Central

What is a Sales Budget by Sales Rep, Customer and Product ? Sales budgets that are detailed and ...

Payroll Budget Template for Dynamics 365 Business Central

What is a Payroll Budget Template ? A Payroll Budget Template is an essential component of an ...

Capital Expense Budget for Dynamics 365 Business Central

What is a Capital Expense Budget Template ? A Capital Expense Budget Template, also known as ...

Sales Forecast from CRM Pipeline for Acumatica

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's ...

Driver-based Sales Forecast for Acumatica

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is an essential planning tool ...

Driver-based Sales Forecast for Sage Intacct

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a crucial planning tool ...

Driver-based Sales Forecast for Dynamics 365 Business Central

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a vital planning tool ...

Replacing Management Reporter when migrating from Dynamics GP to Business Central

Dear Accounting and Finance Leaders, If your company is planning to migrate from Microsoft Dynamics ...

Top-Down Profit & Loss Budget Template for Dynamics 365 Business Central

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget ...

Top-Down Profit & Loss Budget Template for Acumatica

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget ...

Accounts Receivable Report with Dynamic Aging Buckets for Dynamics 365 Business Central

What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable ...

Accounts Receivable Report with Dynamic Aging Buckets for Sage Intacct

What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable ...

Accounts Receivable Report with Dynamic Aging Buckets for Acumatica

What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable ...

Financial Reporting Process: How Dynamics 365 Business Central and Reporting Software Can Streamline Mid-Market Companies

In the competitive world of mid-market companies, financial reporting plays a crucial role in ...

Top Data Visualization Principles for Power BI Dashboards (Not Another Blog About Design)

Here Are the Basics You’re Looking for When It Comes to Dashboard Data Visualization Principles

Navigating FP&A Challenges and Trends for Nonprofit CFOs

Introduction: As the Chief Financial Officer (CFO) of a nonprofit organization, financial planning ...

Evolving Challenges and Trends for FP&A in Higher Education

The field of finance and planning in higher education (FP&A) is facing significant challenges ...

10 Pain Points Indicating the Need for a Modern Budgeting Software

Budgeting is a crucial aspect of financial management for any organization. It helps you to ...

Evaluating Budgeting Software for Dynamics 365 Business Central: Key Features and Benefits

When evaluating budgeting software for your Dynamics 365 Business Central ERP system, there are ...

Evaluating the Best Financial Reporting Tools for Dynamics 365 Business Central: Key Features to Look For

Financial reporting is an essential aspect of any business as it helps in making informed ...

Comparing Solver and Jet Reports for Dynamics 365 Business Central: A Mid-Market CPM and Reporting Solutions Showdown

When it comes to finding the right report writer or full CPM (Corporate Performance Management) ...

Best practices for financial scenario planning and analysis 2

With multi-scenario planning, companies can analyze various potential business outcomes and foresee ...

Using Expense Dashboard with Trends and Variances to Streamline the Monthly Reporting Process

How can Financial Dashboard s Drive Faster and Better Decisions? As CFOs increasingly become key ...

How to conduct budget variance analysis in 30 minutes-2

Budgets can be challenging. While analyzing trends and patterns in your financial history and ...

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Microsoft Dynamics 365 Finance

A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 ...

How to Quickly Deploy the Best Financial Reporting Tools for Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance (D365 Finance) was born from the widely known on-premise product ...

How to Quickly Deploy Power BI Dashboards for Microsoft Dynamics 365 Finance

Dynamics 365 Finance (D365 Finance) and Power BI are both rapidly growing cloud software ...

How to Quickly Deploy Acumatica Power BI Dashboards

Acumatica and Power BI are both rapidly growing cloud software applications. Although these ...

How to Quickly Deploy the Best Budgeting and Forecasting Tools for Dynamics 365 Business Central

A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 ...

How to Quickly Deploy the Best Reporting Tools for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central (D365 BC) is one of the fastest-growing cloud-based ERP ...

How to Quickly Deploy Power BI Dashboards for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central (D365 BC) and Power BI are both rapidly growing cloud ...

What Technology Companies Should Look for in Consolidation Software

In recent years, larger technology companies like yours have increasingly focused on consolidation ...

How to Evaluate the Best Corporate Performance Management (CPM) Tools

In today’s fast-paced business landscape, it is a truism that agility is the key to success. It is ...

Top Data Warehouse Features in the Best CPM Software Apps

This article is part 5 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Top Microsoft Features in the Best CPM Software Apps

This article is part 6 of an 8-part series on evaluating the best xFP&A/CPM tools for your ...

Top Excel Features to Look for in the Best Planning and Financial Reporting Software Apps

This article is part 3 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Using Return on Investment (ROI) to Help Select the Best CPM Software Apps

This article is part 7 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Top Features to Look for in the Best Financial Reporting Software Apps

This article is part 2 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Top Dashboard Features in the Best CPM Software Apps

This article is part 4 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Top Planning Features in the Best Budgeting and Forecasting Software Apps

This article is part 1 of an 8-part series on evaluating the best CPM tools for your business. Part ...

Financial Reporting and Planning Integrated with Tableau Dashboards

Tableau is a leading visualization tool used by companies world-wide to enable easy data analysis ...

Monthly Reporting Process Best Practices

Monthly reporting is the natural culmination of the planning process, but it is not the end goal of ...

9 Budgeting Process Best Practices

The economic uncertainty of the last few years has demonstrated that financial leaders across the ...

Reporting and Budgeting for Subscriptions in Microsoft Dynamics 365

An increasing number of companies are adding subscriptions as one of the revenue models to their ...

Replacing SAP Business Planning and Consolidation (BPC) with a Modern Cloud Solution

These days, more than ever, financial planning analysis (FP&A) managers need to deploy tools ...

What You Need to Streamline Your Budget & Forecast Process

Edgar R. Fiedler was an American economist who served as Assistant Secretary to the Treasury ...

Subscription Revenue Forecast Example for Dynamics 365 Business Central

What is a Subscription Revenue Forecast Template? A Subscription Revenue Forecast Template is a ...

Will Personal KPIs Become A Part of Strategic Workforce Planning?

One of the most significant changes to businesses during COVID-19 has been the large-scale ...

Best Practices for Financial Scenario Planning & Analysis

What is Financial Multi-Scenario Planning? With multi-scenario Planning, companies are able to ...

Online Guide to Financial Planning & Analysis

Precise financial planning is an integral part of every business's success. It also takes a ...

How to Forecast Cash Flow in Uncertain Times

Nobody likes a budget that is far off target, especially when it could result in a liquidity ...

How to Quickly Reforecast the Company Budget When the Unexpected Happens

It is easy to predict the future when it is business as usual. However, if your business ...

Streamline the Planning Process with Budgeting and Forecasting for Sage Intacct

If you have surveyed an audience of mid-market accounting and finance professionals, you almost ...

Differences Between EPM and CPM Software

The terms Corporate Performance Management (CPM) and Enterprise Performance Management (EPM) are ...

Financial Reporting in Power BI or in a CPM Solution?

If you have ever tried to build and maintain financial reports inside a visualization tool, the ...

How to Improve Budgeting, Planning and Forecasting

Are you dreading your company’s budgeting process? Are you manually exporting data from your ERP ...

How to Choose the Best CPM Vendor

We are all customers of a business. Whether you’re browsing Amazon for a home vacuum that doesn’t ...

How to Use Workflows in Your Budgeting Process

This article will describe the value of using workflows for budgeting.

The Benefits of Budgeting with Budget Templates

Budgeting is a topic that is not very popular in many organizations. It can be an extremely ...

Microsoft Dynamics Reporting Solver

How to Enable Modern Reporting and Budgeting for Microsoft Dynamics

Making world-class decisions is imperative for any organization to succeed, and the ability to do ...

Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 2

This article continues the discussion of the top five problems facing CEOs today in regard to ...

Top 5 Reporting Problems Faced by a CEO and Their Technology Solutions, Part 1

This article discusses the top five problems facing CEOs today in regard to corporate performance ...

Top 8 Business Intelligence Acronyms

Have you ever started a new job in an industry you have no experience in? Learning the industry ...

Top 10 Tips for Better Reporting with Excel for SAP Business One

Cloud-based Call Report Automation for Banks

This article will focus on Cloud-based Call Report Automation for Banks. Why does going to the ...

Business Intelligence (BI) Applications & Tools for Banks

TargetTech defines BI as a technology-driven process for analyzing data and presenting actionable ...

Budgeting Tools for Banks

10 Steps to Successful KPI and Metric Design Using Dynamics GP, Part 1

This article is the first part in planning for a KPI design project. A Key Performance Indicator ...

Improve KPIs with Dashboards for Banks

This article will focus on the many types of Dashboards for Banks that are being used today to ...

Best Management Reporting Tools for Banks

At first, this article was going to be about the Best Reporting Tools for Banks. I then realized ...

Common Management Reporter Challenges and Alternatives for Microsoft Dynamics AX Users

This article will focus on alternative report writers for Dynamics AX users who share common ...

Budgeting for Professional Sports Organizations Using Dynamics GP

This article zooms in on budgeting solutions for professional sports organizations using Dynamics ...

Budget Consolidation in Multi-Entity Organizations (Budgeting Series)

Nobody likes growing pains, but every company wants to grow. Growing pains are symptoms that an ...

Best Budgeting Tools for Microsoft Dynamics GP Users Replacing Forecaster

Have you been using Forecaster to budget your finances? Microsoft recently made the announcement ...

Is Forecasting Becoming More Important than Budgeting?

Recently, I was talking to a finance professional who oversees accounting processes and helps his ...

What-if Analysis and Modeling for Microsoft Dynamics

In this article, I’ll explore what-if analytics and modeling functionality built into some of ...

Non-profit Dashboards for Sage Intacct

In this article, non-profit organizations will get a better understanding of the dashboard software ...

Budgeting and Forecasting Tools for Sage Intacct

In this article, we’ll explore today’s budgeting and forecasting tool options, focusing on the best ...

Dashboards for Sage Intacct

This article will look at the best options Intacct customers have for powerful, modern dashboard ...

Financial Reporting and Consolidations for Sage Intacct

This article will explore today’s premier financial reporting and consolidation tools, with a focus ...

Financial Consolidation Tools for Microsoft Dynamics GP

This article will discuss the necessity of powerful financial consolidation tools for Microsoft ...

Modern Budgeting and Forecasting Options for Sage Intacct

This article will go into detail about the elements of investing in and implementing modern ...

Best Budgeting and Forecasting Tools for SAP Business One

This article will contribute to the conversation regarding third party budgeting and forecasting ...

5 Options for FRx Replacement & Management Reporter

Finding an FRx replacement can be frustrating and overwhelming, but for good reason. This article ...

Sub-Ledger, Transactional Reports for Microsoft Dynamics and Other ERPs

What sub-ledger, transactional reports are you missing out on using native ERP reporting tools? ...

Data Warehouse vs. OLAP Cube

Solver Data Warehouse: Configure, Load, Done!

The Solver data warehouse is a next-generation, pre-configured and customizable data warehouse ...

BI360 - GL Reporting for Microsoft Dynamics! $2,500 Special Edition!!

BI360’s modern Excel-based report writer offers predefined templates as well as pre-built functions ...

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