BUDGETING, FORECASTING, AND PLANNING
How can Solver help your organisation?
Financial and Operational Reporting
Save time. Make spreadsheets and CSV files a thing of the past.
What are some of the benefits of Solver Reporting?
- Accelerate time to value with Solver's familiar Excel interface for report design.
- Reduce the time it takes to prepare data for reporting with Solver's data warehouse.
- Save time formatting reports by designing layouts once and reusing on-demand.
- One platform for financial and operational reporting.
- Greater data security management and user permission-based access.
Planning, Budgeting, and Forecasting
Deliver a timely, accurate, and agile budget with confidence.
Reduce dependency on spreadsheets and standardise the budget process with Solver's:
- Cloud-connected Excel add-in. Design budget templates in a familiar Excel interface.
- User friendly web portal that provides a central place for users to view and contribute to budgets.
- Automated data collection using Solver's data warehouse.
- Comprehensive end-to-end processes and checklists to stay on track.
- Task assignment and budget approval workflows to monitor progress.
- Data access security so users can see the data related to their area and contribute to the budget.
- Scenario planning and applying different what-if scenarios to assess the market and your business variables, deal with uncertainty, and visualise the future.
Solver Planning helps you to deliver a more timely, accurate, and agile budget with confidence.
Budgeting and Planning with Power BI visualisations
Solver and Power BI are both powerful alone but so much better together.
Why are Solver and Power BI so powerful when used together?
Solver reduces the time it takes to deploy Power BI. It provides the underlying data warehouse to connect on-premises and cloud data sources in one place.
Solver’s data input forms provide a user-friendly data entry interface for Power BI reports where you can capture additional data input from users.
Power BI extends the planning, budgeting, and forecasting functionality of Solver with the world-class rich interactive visualisations that it’s known for.
There's no overlap - just benefits!
Financial Consolidation and Multi-Entity Reporting
Simplify multi-entity and group reporting with Solver.
Solver enables finance teams to streamline multi entity and group reporting in a unified FP&A platform. It simplifies complex consolidations by supporting currency translation, intercompany eliminations, and consolidation adjustments, reducing manual effort and accelerating the financial close.
- Support for multi-company structures and multi-currency.
- Automated intercompany eliminations and consolidation adjustments.
- Centralised entity data for accurate group reporting.
- Excel-designed consolidated statements, delivered through the web portal.
Solver Data Warehouse
All the data you need for Reporting, Planning and Dashboards, in one place.
Solver's data warehouse is powerful, yet easy to configure. It helps you combine the data you need for reporting, planning, and dashboards in one place.
Solver’s data warehouse is a SQL Server database hosted in Microsoft Azure. Solver’s native integration tools include generic and pre-built connectors for popular systems such as Microsoft Dynamics, Sage, SAP, Salesforce, and MYOB. This allows for multi-source data consolidation.
Solver’s data warehouse can be managed by business users, reducing the reliance on IT or the need to have technical or coding skills.
A friendly interface allows users to define business rules for more complex calculations or to automate data cleansing tasks. Users can also schedule jobs such as data uploads or calculations at regular intervals and request to be notified when a job is complete or when a job fails.
Why choose PA as your
Solver implementation partner in Australia?
At PA, we approach Solver implementations through a finance first lens. We understand the real pressures finance teams face: tight reporting deadlines, month‑end stress, and the need for confidence in the numbers.
Our consultants combine deep technical capability with a practical understanding of finance and business operations, with experience delivering projects across multiple industries and ERP platforms. This ensures Solver is implemented not as a standalone technology project, but as a solution that supports the realities finance teams work within.
With experience spanning technologies including Microsoft Dynamics 365, Power BI, and Microsoft Fabric, PA is well positioned to deliver Solver implementations that bring together finance, operational, and technical expertise.
This approach is why many organisations continue to partner with PA long after go-live. We’re proud to have an average client relationship of almost 10 years and a consistently high Net Promoter Score of 90, reflecting long-term trust and sustained value.
Our 4-Step Solver Implementation Approach
PA provides end-to-end delivery, from initial solution design to ongoing optimisation, ensuring your team is equipped to confidently manage Solver over time.
Analyse & Design
We take the time to understand
what success looks like for you.
We begin with structured workshops involving your team and PA’s consultants to understand your current processes, challenges, and priorities. Together, we define project objectives, confirm scope, and agree on a delivery approach that fits your organisation.
Build
We bring the solution to life
around your needs.
We configure Solver to support your reporting, planning, and forecasting requirements. This includes integrating data sources, designing reports, and creating budget and planning input templates aligned to your team’s workflows. Where appropriate, we accelerate delivery by leveraging Solver’s QuickStart and Template Marketplace, enabling faster time‑to‑value while maintaining a robust, scalable solution.
Deploy
We focus on adoption,
not just go‑live.
We operationalise Solver by setting up user access, delivering training, and providing supporting documentation. Your team also gains access to Solver Academy, an on-demand training platform that enables users to build the skills and confidence needed to manage the solution independently.
Evolve
We’re there to support you as your organisation evolves.
Following go‑live, we continue to support continuous improvement and additional phases identified during the Analyse & Design stage. As your business evolves, such as new entities, planning cycles, or reporting requirements, we help adapt Solver to keep pace with your needs.
Talk to a Solver specialist
Whether you’re just starting to explore Solver or planning your next phase, our specialists are here to listen, guide, and help you determine the right approach.
Talk to a Solver specialist today.
Professional Advantage is a Solver Platinum Partner and a Microsoft Solutions Partner.


SOLVER BROCHURE
Complete Insight
Enhance your Decision-Making!
Are you looking to improve the decision-making process in your organisation?
Learn about Solver and how it can help your team on The Path to Faster, Better Decisions by gaining complete insight into your data.
Download our brochure for a summary of Solver’s standout features including:
- Budgeting and Forecasting.
- Reporting and Consolidations.
- Dashboards and Analysis.
- Solver’s Data Warehouse.
Integrate Solver with business systems you already use
Explore Solver case studies across reporting, planning and forecasting.
Take a look at some of our work delivered for these organisations and see how Solver helps teams plan, forecast, and report with confidence.
MacKillop Family Service
MacKillop Family Services, alongside Professional Advantage, their partner of 20 years, implements Business Central for better automation, real-time reporting, and system integration.
University of Queensland Union and Solver
University of Queensland Unions’ partnership with Professional Advantage and Solver delivers streamlined reporting, improved transparency, and user engagement.
Navigator Global Investments and Solver
Navigator Global Investments experienced a transformative shift with Solver and its seamless integration to their business systems.
Doylo Lifestyle Group
With Dynamics 365 Business Central and Solver, Doylo can manage their membership, facilities, and events as they continue to build their community and add to their real estate portfolio.
“Solver has so much within it already. Whenever we need a report or template, we look there first. It is fantastic.”
Cathy Studte, Project Accountant, Mingara Leisure Group.
Mingara Leisure Group
Mingara Leisure Group safeguard and future proof their reporting systems by implementing Solver.
Watch on-demand
Watch this recording to learn about the unique collaboration between Solver and Microsoft and how this transforms manual reporting process into secure, effortless insight for Business Central data and data from other business systems.
Learn more about Solver Reporting and Business Central
If you are a Microsoft Dynamics GP user looking to transform your reporting and planning process, this webinar is for you.
Learn more about Solver and Dynamics GP
Discover the innovation that the Solver platform brings to reporting and planning processes in not-for-profit organisations.
Explore Solver for Not-for-Profit organisations
Watch this on-demand webinar to discover the innovation that the Solver platform brings to the planning, budgeting and forecasting process for SunSystems users.
Discover Solver Reporting and Budgeting for SunSystemsFrequently Asked Questions
Below are the top frequently asked questions about Solver, but you can find the full list here.
What is the Solver xFP&A Suite?
Solver is an extended financial planning and analysis suite (xFP&A) with an AI-focused strategy 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 templates, allowing finance and management users to optimise 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 helps transform organisational 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 organisations 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 organisations with a trusted data source to efficiently drive intelligent and accurate decisions.
Is the Solver xFP&A suite cloud-based, or can it be deployed on-premises or hybrid?
Solver is a cloud-based solution and is available for cloud deployment. With a browser and internet connection, you can access Solver from anywhere, at anytime, and on any device such as desktops, tablets, or smartphones.
What is the data warehouse that Solver uses?
The Solver Data Warehouse is a Microsoft SQL Azure database residing in Solver’s multi-tenant cloud, located in Microsoft’s global data centres.
Which ERP solutions does Solver xFP&A suite integrate with?
Solver has pre-built connectors to almost every source, including Microsoft Dynamics (all ERPs and Customer Engagement). These solutions include:
- Microsoft Dynamics 365 Finance and Supply Chain.
- Microsoft Dynamics 365 Business Central.
- Microsoft Dynamics GP.
- Microsoft Dynamics 365 Customer Engagement.
- Infor SunSystems.
- Sage Intacct.
- SAP Business One and Business ByDesign.
- Acumatica.
- NetSuite.
- Salesforce.
- QuickBooks Online.
- Sage X3, 100, 300 & 500.
- MYOB.
- Private Host Data Sources.
- Microsoft SQL Server.
- CSV File.
Can I use Microsoft Power BI data visualisations and dashboards with Solver budgeting and forecasting data?
Yes, Solver has a pre-built connector for Power BI.
Solver integrates with Power BI dashboards to provide reporting, budgeting, and data warehouse functionality that, combined with Power BI, provides a world-class enterprise solution for planning, reporting, and analysis.
Best of Both Worlds: the image below shows the features and functionality of Power BI and Solver.

How does the Solver license model work?
Solver is a user-based subscription license. Every Solver tenant receives the following:
- Solver Reporting.
- Solver Planning.
- Report Publisher.
- Workflow functionality.
- Access to the Solver Marketplace with 100+ ready-to-use templates.
- Access to pre-built Power BI Dashboards.
- Access to all Solver connectors.
- Access to on-demand training with Solver’s Academy.
- 30 GB of data.
How long does it take to implement Solver?
With Solver, you can get a complete financial reporting solution in a few days instead of weeks or months. The Solver Marketplace includes 100+ ready-to-use reporting templates, planning forms, and Power BI dashboards, significantly reducing the time it takes to start using the system.
A favourite feature of Solver amongst users is the Excel-based Report Designer.
Since many professionals are already familiar with Excel, this reduces the learning curve for designing reports. Users can quickly leverage their existing Excel skills without having to learn a new, proprietary system.