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.


Learn more about Solver Reporting here.

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.


Learn more about Solver Planning here.

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!


Learn more about Solver and Power BI here.

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.


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.

Learn more about the features that make this possible

Reporting Overview

Planning Overview

Budget Administration Overview

Integrate Solver with business systems you already use


Below are the top frequently asked questions about Solver.

Solver CPM is a comprehensive, cloud-based Corporate Performance Management (CPM) solution designed to help organisations streamline their planning, budgeting, forecasting, and reporting processes. It empowers businesses to make data-driven decisions and optimise their overall performance.

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.

The Solver Data Warehouse is a Microsoft SQL Azure database residing in Solver’s multi-tenant cloud, located in Microsoft’s global data centres.

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.

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.

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.

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.


Mingara Leisure Group

Mingara Leisure Group experience significant improvement in their reporting and budgeting processes thanks to the wealth and diversity of the Solver pre-built reports and templates.

“Solver has so many templates already written: that is a real plus. They have every imaginable financial report. Whenever we need a report, we look in Solver first.”

“The budget functionality was a pleasant surprise: we came back to look into this and found the templates we would need already done.”

Cathy Studte, Project Accountant, Mingara Leisure Group.

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.

If you are a Microsoft Dynamics GP user looking to transform your reporting and planning process, this webinar is for you.

Discover the innovation that the Solver platform brings to reporting and planning processes in not-for-profit organisations.

Is this solution the right fit for your organisation?

Schedule time with us to discuss your organisation's unique business requirements and we'll make our recommendations based on industry knowledge and years of experience implementing solutions across a variety of businesses. You do not need to sign-up or pay for anything.

If you are ready to start your journey to improved Business Intelligence and Planning capabilities, connect with us and we will work with your availability to take you on the first step of discovery.