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Resources

Explore our library of resources, including in-depth white papers and brochures, to see how Solver drives actionable decisions that result in better productivity across your organization.
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Trend Watch: The Future of Extended Financial Planning & Analysis
Whitepaper

Trend Watch: The Future of Extended Financial Planning & Analysis

Don’t let outdated tools hold you back. Download the Trend Watch: The Future of Extended Financial Planning & Analysis whitepaper now and prepare your business for the future.

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Budgeting Process Best Practices
Whitepaper

Budgeting Process Best Practices

Download our free whitepaper and gain the confidence to create a successful Annual Budget.

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AI Technological Advancements in xFP&A
Whitepaper

AI Technological Advancements in xFP&A

Discover how the latest AI advancements are revolutionizing extended Financial Planning and Analysis (xFP&A) in our exclusive whitepaper.

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Accelerate Time to Value with Solver
Whitepaper

Accelerate Time to Value with Solver

How to Achieve Modern Budgeting, Forecasting, and Financial Reporting Deployed in One Day

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Monthly Reporting Process Best Practices
Whitepaper

Monthly Reporting Process Best Practices

This whitepaper helps you streamline your monthly reporting process and drive performance.

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10 Ways to Know If Your Budgeting Process Is Broken
Datasheet

10 Ways to Know If Your Budgeting Process Is Broken

Do you dread budgeting? Perhaps the fault lies in a broken budgeting process. Discover the 10 signs of a broken budgeting process.

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Solver for Power BI
Whitepaper

Solver for Power BI

The purpose of this whitepaper is to provide an overview of Power BI as a visualization solution that extends Solver’s financial reporting and budgeting functionality with world-class analysis.

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Solver for Financial Consolidations
Whitepaper

Solver for Financial Consolidations

This whitepaper discusses financial consolidations, eliminations and multi-currency capabilities within Solver.

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Solver Datasheet Microsoft Dynamics
Datasheet

Solver Datasheet Microsoft Dynamics

Integrated with Microsoft Dynamics 365 Solver is a cloud-based extended financial planning and analysis (xFP&A) solution that leverages patented QuickStart integration technology to enable immediate access to ready-to-use reporting and planning templates.

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Solver Datasheet Sage
Datasheet

Solver Datasheet Sage

Integrated with Sage, Solver is a cloud-based extended financial planning and analysis (xFP&A) solution that leverages patented QuickStart integration technology to enable immediate access to ready-to-use reporting and planning templates.

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Solver Datasheet Acumatica
Datasheet

Solver Datasheet Acumatica

Integrated with Acumatica, Solver is a cloud-based extended financial planning and analysis (xFP&A) solution that leverages patented QuickStart integration technology to enable immediate access to ready-to-use reporting and planning templates

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Solver General Datasheet
Datasheet

Solver General Datasheet

Achieve faster and better business decisions across the entire organization today!

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Customer Stories
Case Study

Customer Stories

View all case studies to learn why customer chose Solver for their xFP&A needs.

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G2 Reviews
Case Study

G2 Reviews

Customers love us! Read our G2 reviews that are authentic and verified by a third party.

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Building Tomorrow: How Solver Empowers Construction Leaders
Product eBook

Building Tomorrow: How Solver Empowers Construction Leaders

Read this eBook to reveal how xFP&A can help you transform your operations and unlock the power of data-driven decision making.

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Construction eBook Podcast
Podcast

Construction eBook Podcast

Listen to this quick Podcast on how Solver helps Construction organizations with planning, reporting, consolidation, and analysis.

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Senior Living eBook Podcast
Podcast

Senior Living eBook Podcast

Listen to this quick Podcast on how Solver helps Senior Living organizations with planning, reporting, consolidation, and analysis.

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How to Grow Your Senior Living Business with Solver
Product eBook

How to Grow Your Senior Living Business with Solver

Read this eBook to learn how to leverage extended financial planning and analysis (xFP&A) for operational excellence.

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Solver Overview Explainer Video
Explainer Video

Solver Overview Explainer Video

Watch this explainer video to learn how Solver helps organizations extended financial planning & analysis (xFP&A) beyond the finance department.

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Quickstart Datasheet - Sage
Datasheet

Quickstart Datasheet - Sage

Overview of Solver's QuickStart and Template Marketplace for Sage customers

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Quickstart Datasheet - Acumatica
Datasheet

Quickstart Datasheet - Acumatica

Overview of Solver's QuickStart and Template Marketplace for Acumatica customers

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Quickstart Datasheet - Microsoft Dynamics 365
Datasheet

Quickstart Datasheet - Microsoft Dynamics 365

Overview of Solver's QuickStart and Template Marketplace for Microsoft Dynamics 365 customers

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ERP Consolidator Datasheet
Datasheet

ERP Consolidator Datasheet

Solver ERP Consolidator delivers accurate, on-demand consolidated reports by automating subsidiary GL mapping. 

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Migration Mapper Datasheet
Datasheet

Migration Mapper Datasheet

Solver Migration Mapper seamlessly transfers your historical ERP data to Solver and maps it to your new chart of accounts when you migrate to a new ERP. 

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Partner Spotlight: Forvis Mazars
Partner Testimonial

Partner Spotlight: Forvis Mazars

In this video, Charles Allen, Senior Manager at Forvis Mazars, explains why they chose to partner with Solver. He highlights Solver's trusted products and how its Excel-driven template design simplifies learning for clients. 

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Partner Spotlight: xFP&A
Partner Testimonial

Partner Spotlight: xFP&A

In this video, Art Fletcher, CEO of xFPA Consulting, shares how Solver helps clients streamline reporting by integrating data from financial and non-financial sources.

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Partner Spotlight: NexTec
Partner Testimonial

Partner Spotlight: NexTec

In this video, Mary Miller-Friedman, Director of Business Intelligence at NexTec Group, explains how Solver helps clients streamline budgeting and forecasting by eliminating version control issues and improving efficiency.

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Better Together: Solver & Dynamics 365
Explainer Video

Better Together: Solver & Dynamics 365

Watch this explainer video to see how to connect your ERP data Microsoft Dynamics 365 with other key data sources to accelerate decisions across the organization.

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Solver Suite Overview
Product Demo

Solver Suite Overview

Watch this demo and see how to connect your ERP data Solver with other key data sources to accelerate decisions across the organization.

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Solver Copilot Demo
Product Demo

Solver Copilot Demo

See how Solver Copilot simplifies financial planning with instant access to resources, insights, and task assistance, easing challenges along the way.

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Solver for Senior Living Industry Datasheet
Datasheet

Solver for Senior Living Industry Datasheet

Read how Solver's xFP&A solution helps businesses in the senior living industry streamline financial planning, optimize subscription analytics, and drive data-informed growth strategies.

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Solver for Construction Industry Datasheet
Datasheet

Solver for Construction Industry Datasheet

Read how Solver's xFP&A solution helps construction businesses streamline financial planning, optimize subscription analytics, and drive data-informed growth strategies.

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A Guide to Choosing the Best Extended Financial Planning and Analysis (xFP&A) Solution
Whitepaper

A Guide to Choosing the Best Extended Financial Planning and Analysis (xFP&A) Solution

Extended financial planning and analysis, or xFP&A, is an all-encompassing approach that puts the finance team at the center of a company’s performance management efforts. Download "A Guide to Choosing the Best Extended Financial Planning and Analysis (xFP&A) Solution" now.

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Financial Consolidation eBook Podcast
Podcast

Financial Consolidation eBook Podcast

Listen to this quick podcast to see how Solver streamlines financial consolidations and empowers your reporting.

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Solver para consolidaciones financieras y análisis
Product eBook

Solver para consolidaciones financieras y análisis

Esta guía explica funciones clave como consolidación de múltiples ERP, conversión de moneda, eliminación de partidas intercompañía y generación de reportes financieros consolidados.

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Nonprofit eBook Podcast
Podcast

Nonprofit eBook Podcast

Listen to this quick podcast on how Solver helps Nonprofit organizations with planning, reporting, consolidation, and analysis.

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ASCEND 2026
Event

ASCEND 2026

August 17-20, 2026 | Embassy Suites Downtown, Nashville, TN

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Solver for Nonprofit Demo
Product Demo

Solver for Nonprofit Demo

See how Solver empowers nonprofit organizations with advanced xFP&A tools.

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Partner Spotlight: RSM US LLP
Partner Testimonial

Partner Spotlight: RSM US LLP

Learn how RSM leverages Solver's xFP&A solutions to deliver superior client value. See real examples of successful implementations and discover the benefits of partnership with Solver.

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Partner Spotlight: Binary Stream
Partner Testimonial

Partner Spotlight: Binary Stream

Discover how partnering with Solver empowers your organization to deliver comprehensive financial intelligence solutions, streamline reporting processes, and help clients accelerate decisions.

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Partner Spotlight: RKL eSolutions
Partner Testimonial

Partner Spotlight: RKL eSolutions

Learn how Solver partners leverage pre-built templates and reporting tools to streamline business intelligence, enabling faster insights and decision-making for clients.

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Microsoft Fabric Integration Datasheet
Datasheet

Microsoft Fabric Integration Datasheet

Learn how you Solver's enhanced integration for Microsoft Fabric can help you advance your planning and reporting capabilities.

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Solver Copilot Datasheet
Datasheet

Solver Copilot Datasheet

Learn how Solver Copilot is a suite of AI agents that function as specialized assistants designed to transform how organizations approach budgeting, forecasting, and financial decision-making.

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Solver Consolidation Datahseet
Datasheet

Solver Consolidation Datahseet

Learn consolidate financial and operational data to generate comprehensive, accurate, and reliable insights

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Solver Copilot Tour
Product Demo

Solver Copilot Tour

Unlock faster, smarter insights with AI. Take a quick video tour of Solver Copilot and scroll through a collection of bite-size videos (each under a minute) to explore popular prompts and real-world examples of how it can help accelerate intelligent decisions.

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Solver Copilot Analysis Agent Demo
Product Demo

Solver Copilot Analysis Agent Demo

See the Solver Copilot Analysis Agent in action. AI that transforms your financial data into actionable insights.

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Financial Consolidation Demo
Product Demo

Financial Consolidation Demo

Watch how Solver consolidates financial and operational data from any source into a single source of truth with built-in currency translation, elimination rules, and process automation that delivers accurate, real-time insights for confident strategic decisions.

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ERP Consolidator Demo
Product Demo

ERP Consolidator Demo

Watch how Solver ERP Consolidator automates subsidiary GL mapping to deliver accurate, on-demand consolidated reports from multiple ERP systems—eliminating the complexity and time of manual consolidation.

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Migration Mapper Demo
Product Demo

Migration Mapper Demo

See how Solver Migration Mapper automatically transfers your historical ERP data and maps it to your new chart of accounts—eliminating manual work and data loss during ERP migrations.

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Solver Custom Drilldown Demo
Product Demo

Solver Custom Drilldown Demo

See how Solver Custom Drilldown feature allows users to customize the default drilldown column order to meet your business needs and streamline your analysis.

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Solver Homepage Demo
Product Demo

Solver Homepage Demo

Discover how our latest homepage update can revolutionize your workflow with its powerful new features.

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Solver Drill Back Feature Demo - Dynamics 365 Business Central
Product Demo

Solver Drill Back Feature Demo - Dynamics 365 Business Central

Watch this product demo to learn how the drill back feature from Solver can store the link for Dynamics 365 Business Central transactions that have attachments, so you can easily drill back and view them.

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Microsoft Dynamics 365 Business Central Demo
Product Demo

Microsoft Dynamics 365 Business Central Demo

Watch this demo and see how to connect your ERP data Microsoft Dynamics 365 Business Central with other key data sources to accelerate decisions across the organization.

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Microsoft Dynamics 365 Finance Demo
Product Demo

Microsoft Dynamics 365 Finance Demo

Watch this demo and see how to connect your ERP data Microsoft Dynamics 365 Finance with other key data sources to accelerate decisions across the organization.

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Better Together: Solver & Acumatica
Product Demo

Better Together: Solver & Acumatica

Watch this demo and see how to connect your ERP data Acumatica with other key data sources to accelerate decisions across the organization.

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Solver for Construction
Product Demo

Solver for Construction

Solver bridges the gap between financial management and operational execution, giving construction companies the tools to build a stronger financial future. Watch this demo to see how Solver can help you revolutionize your construction busines.

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Solver for Senior Living Demo
Product Demo

Solver for Senior Living Demo

See how Solver empowers senior living organizations with advanced xFP&A tools.

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Solver for SaaS Demo
Product Demo

Solver for SaaS Demo

Watch how Solver's xFP&A solution helps SaaS companies track critical metrics like ARR, churn rates, and customer acquisition costs while automating financial planning and forecasting to drive profitable growth and data-driven decisions.

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Solver for SaaS Industry Datasheet
Datasheet

Solver for SaaS Industry Datasheet

Read how Solver's xFP&A solution helps SaaS businesses streamline financial planning, optimize subscription analytics, and drive data-informed growth strategies.

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Solver Microsoft Fabric Demo
Product Demo

Solver Microsoft Fabric Demo

See how finance teams are modeling scenarios in real-time using governed Fabric data.

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Solver for Distribution Industry Datasheet
Datasheet

Solver for Distribution Industry Datasheet

Read how Solver's xFP&A solution leverages patented QuickStart integration technology to enable immediate access to ready-to-use reporting and planning templates. Unify fragmented data across warehousing, logistics, and procurement to drive visibility, efficiency, and intelligent decisions across your entire distribution network

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Solver for Manufacturing Industry Datasheet
Datasheet

Solver for Manufacturing Industry Datasheet

Read how Solver's xFP&A solution leverages patented QuickStart integration technology to enable immediate access to ready-to-use reporting and planning templates. Unify fragmented data across production, procurement, and shop floor operations to drive visibility, efficiency, and intelligent decisions that transform your manufacturing operations into a smart factory .

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Financial Consolidations and Analysis eBook
Product eBook

Financial Consolidations and Analysis eBook

Stop relying on outdated practices. Take control of your financial reporting with Solver’s modern consolidations. Download the eBook today!

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AI-Powered Insights: Elevating Financial Performance in Distribution
Product eBook

AI-Powered Insights: Elevating Financial Performance in Distribution

This guide to distribution financial excellence shows how leading distribution companies are using AI-powered xFP&A to optimize inventory, automate multi-location reporting, and transform demand volatility into competitive advantage.

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xFP&A Unleashed: Driving Efficiency and Strategic Edge in Manufacturing
Product eBook

xFP&A Unleashed: Driving Efficiency and Strategic Edge in Manufacturing

This guide illustrates how leading manufacturers are using AI-powered xFP&A to automate reporting, integrate operations with finance, and transform reactive planning into strategic advantage.

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6 Trends to Watch in 2026
Whitepaper

6 Trends to Watch in 2026

Discover six trends converging to reshape how organizations operate, compete, and grow in 2026.

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Solver for Nonprofit Datasheet
Datasheet

Solver for Nonprofit Datasheet

Read how Solver's xFP&A solution helps nonprofit organizations manage their budgeting, forecasting, and reporting processes more efficiently and effectively across their entire organization

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AI in Microsoft Dynamics eBook
Whitepaper

AI in Microsoft Dynamics eBook

AI in Microsoft Dynamics: How to Get More Value Without Being Overwhelmed brings together insights from eight Microsoft Dynamics community experts to give finance and operations leaders a practical, no-hype guide to getting real results from AI across Dynamics 365. Download it to find out where AI is delivering measurable value today, how to avoid the adoption pitfalls that slow most teams down, and how to build a phased plan your organization can actually execute.

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Solver for Retail - Restaurant Industry Datasheet
Datasheet

Solver for Retail - Restaurant Industry Datasheet

Solver's xFP&A solution for the retail - restaurant industry delivers configurable reporting and planning templates. Unify fragmented data across POS, labor, inventory, and ERP systems to drive prime cost visibility, efficiency, and intelligent decisions across every location.

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Cómo hacer crecer tu negocio de viviendas para adultos mayores con Solver
Product eBook

Cómo hacer crecer tu negocio de viviendas para adultos mayores con Solver

Lee este eBook para aprender cómo aprovechar la planeación y análisis financiero extendido (xFP&A) para lograr la excelencia operativa.

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Insights impulsados por IA: Elevando el rendimiento financiero en el sector de distribución
Product eBook

Insights impulsados por IA: Elevando el rendimiento financiero en el sector de distribución

Esta guía sobre la excelencia financiera en el sector de distribución muestra cómo las empresas líderes están utilizando xFP&A impulsado por IA para optimizar inventarios, automatizar reportes multiubicación y transformar la volatilidad de la demanda en una ventaja competitiva.

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xFP&A sin límites: impulsando la eficiencia y la ventaja estratégica en la manufactura
Product eBook

xFP&A sin límites: impulsando la eficiencia y la ventaja estratégica en la manufactura

Esta guía ilustra cómo los fabricantes líderes están utilizando xFP&A impulsado por IA para automatizar reportes, integrar operaciones con finanzas y transformar la planificación reactiva en una ventaja estratégica.

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Construyendo el mañana: cómo Solver impulsa a los líderes del sector de la construcción
Product eBook

Construyendo el mañana: cómo Solver impulsa a los líderes del sector de la construcción

Lee este eBook para descubrir cómo xFP&A puede ayudarte a transformar tus operaciones y desbloquear el poder de la toma de decisiones basada en datos.

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Ficha técnica de Solver para Microsoft Dynamics
Datasheet

Ficha técnica de Solver para Microsoft Dynamics

Integrado con Microsoft Dynamics 365, Solver es una solución en la nube de planificación y análisis financiero extendido (xFP&A) que aprovecha su tecnología de integración QuickStart patentada para permitir acceso inmediato a plantillas listas para usar de reportes y planificación.

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Ficha técnica de Solver para Sage
Datasheet

Ficha técnica de Solver para Sage

Integrado con Sage, Solver es una solución en la nube de planeación y análisis financiero extendido (xFP&A) que aprovecha su tecnología de integración QuickStart patentada para permitir acceso inmediato a plantillas listas para usar de reportes y planificación.

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Ficha técnica de Solver para Acumatica
Datasheet

Ficha técnica de Solver para Acumatica

Integrado con Acumatica, Solver es una solución en la nube de planificación y análisis financiero extendido (xFP&A) que aprovecha su tecnología de integración QuickStart patentada para permitir acceso inmediato a plantillas listas para usar de reportes y planificación.

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Ficha técnica general de Solver
Datasheet

Ficha técnica general de Solver

¡Logra hoy decisiones empresariales más rápidas y acertadas en toda la organización!

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Ficha técnica QuickStart para Sage
Datasheet

Ficha técnica QuickStart para Sage

Descripción general de quickStart y el marketplace de plantillas de Solver para clientes de Sage

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Ficha técnica QuickStart para Acumatica
Datasheet

Ficha técnica QuickStart para Acumatica

Descripción general de quickStart y el marketplace de plantillas de Solver para clientes de Acumatica

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Ficha técnica QuickStart para Microsoft Dynamics 365
Datasheet

Ficha técnica QuickStart para Microsoft Dynamics 365

Descripción general de quickStart y el marketplace de plantillas de Solver para clientes de Microsoft Dynamics 365

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10 formas de saber si tu proceso de presupuestación está fallando
Datasheet

10 formas de saber si tu proceso de presupuestación está fallando

¿Te da miedo el proceso de presupuestación? Quizás el problema esté en un proceso de presupuestación defectuoso. Descubre las 10 señales de que tu proceso de presupuestación está fallando.

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Ficha técnica del Consolidador ERP
Datasheet

Ficha técnica del Consolidador ERP

El Consolidador ERP de Solver ofrece informes consolidados precisos y bajo demanda mediante la automatización del mapeo del libro mayor de las subsidiarias.

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Ficha técnica del Mapeador de Migración
Datasheet

Ficha técnica del Mapeador de Migración

El Mapeador de Migración de Solver transfiere de forma fluida tus datos históricos del sistema ERP a Solver y los mapea a tu nuevo plan de cuentas cuando migras a un nuevo sistema ERP.

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Ficha técnica de Solver para la industria de distribución
Datasheet

Ficha técnica de Solver para la industria de distribución

Descubre cómo la solución de planificación y análisis financiero extendido de Solver aprovecha su tecnología patentada de integración QuickStart para brindar acceso inmediato a plantillas listas para usar de informes y planificación. Unifica datos fragmentados de almacenamiento, logística y compras para impulsar la visibilidad, la eficiencia y la toma de decisiones inteligentes en toda tu red de distribución.

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Ficha técnica de Solver para la industria manufacturera
Datasheet

Ficha técnica de Solver para la industria manufacturera

Descubre cómo la solución de planificación y análisis financiero extendido de Solver aprovecha su tecnología patentada de integración QuickStart para brindar acceso inmediato a plantillas listas para usar de informes y planificación. Unifica datos fragmentados de producción, compras y operaciones en planta para impulsar la visibilidad, la eficiencia y la toma de decisiones inteligentes que transforman tus operaciones de manufactura en una fábrica inteligente.

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Ficha técnica de Solver para la industria de vivienda para adultos mayores
Datasheet

Ficha técnica de Solver para la industria de vivienda para adultos mayores

Descubre cómo la solución de planeación y análisis financiero extendido de Solver ayuda a las empresas de la industria de vivienda para adultos mayores a optimizar la planeación financiera, mejorar el análisis de suscripciones y impulsar estrategias de crecimiento basadas en datos.

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Ficha técnica de Solver para la industria de la construcción
Datasheet

Ficha técnica de Solver para la industria de la construcción

Descubre cómo la solución de planificación y análisis financiero extendido de Solver ayuda a las empresas de construcción a optimizar la planificación financiera, mejorar el análisis de suscripciones e impulsar estrategias de crecimiento basadas en datos.

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Ficha técnica de la integración con Microsoft Fabric
Datasheet

Ficha técnica de la integración con Microsoft Fabric

Descubre cómo la integración mejorada de Solver con Microsoft Fabric puede ayudarte a potenciar tus capacidades de planificación y generación de informes.

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Ficha técnica de Solver Copilot
Datasheet

Ficha técnica de Solver Copilot

Descubre cómo Solver Copilot es una suite de agentes de inteligencia artificial que actúan como asistentes especializados, diseñados para transformar la forma en que las organizaciones abordan la presupuestación, las proyecciones y la toma de decisiones financieras.

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Directions NA 2026
Event

Directions NA 2026

April 27-29, 2026 | Hyatt Regency Orlando, Orlando, Florida

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Sage Future 2026
Event

Sage Future 2026

April 28-30, 2026 | Moscone Center, San Franciso, California

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DynamicsCON 2026
Event

DynamicsCON 2026

May 12-15, 2026 | Foutainebleu Las Vegas, Las Vegas, Nevada

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Business Central AI Strategy Meeting
Event

Business Central AI Strategy Meeting

May 20, 2026 | 9:00AM-12:00PM | Microsoft Office, Lyngby, Denmark

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