Heavy reliance on spreadsheets and disconnected data to build and manage budgets and forecasts.
Australian not-for-profit organisations face complex financial and operational challenges that stretch traditional budgeting and forecasting processes. Finance leaders and program managers must balance funding constraints, service delivery commitments, and growing expectations for financial transparency, sometimes without having access to a clear, connected view of the data.
Common Budgeting and Forecasting Challenges in Not‑for‑Profits
Accurate budgets and forecasts are critical for not‑for‑profits, yet many Australian organisations rely on planning processes that haven’t kept pace with growing complexity.
Common challenges include:
A disconnect in planning across the finance team and program managers, with no access to a single source of truth.
Limited visibility across programs, actuals vs budgets, cost centres, and funding streams.
Manual consolidation of data and rework required for forecast revisions and updates.
Forecasts that quickly become outdated as assumptions change.
Difficulty understanding financial performance at a program level.
Significant time spent maintaining spreadsheets rather than analysing results.
As a result of this disconnect and manual processes, teams are working with outdated information, making it harder to influence decisions. Planning becomes reactive rather than proactive.
How Solver Helps Not-for-Profits Improve Reporting, Budgeting, and Forecasting
Mission-Aligned Reports and KPI Dashboards
- Customisable KPI dashboards that combine financial and operational metrics, empowering leadership with clear insights.
- Interactive Dashboards for grant management, member engagement, program management, and other operational areas.
- From executive snapshots to full drill-down, Solver supports detailed analysis to help support informed decisions.
Not-for-Profit Financial Reporting
- Solver integrates data from different business systems to generate board-ready reports like Management Reports, Cash Flow Analysis, consolidations, etc.
- Enables analysis by dimensions such as programs, campaigns, grants, entities, and locations.
- Users can choose from a list of Not-for-profit specific report templates available within Solver's Template Marketplace.
A single platform for Not-for-Profit Operational Reporting
- Solver reduces the complexity of relying on multiple reporting tools and spreadsheets to combine financial and operational data.
- With the Solver Data Warehouse, departmental managers have access to a unified data source that delivers the insights they need. Solver enables unified reporting for grants, members, donors, and volunteers.
Simplified Budgeting & Forecasting for Not-for-Profits
- Automated workflows for submission and approvals enable a collaborative, timely budgeting and forecasting process.
- One source of truth that pulls in actuals from the data warehouse improves accuracy and keeps teams aligned.
- Flexible forecasting enables teams to adapt to shifting funding and changing priorities without the hours spent in manual rework.
Explore what's possible for your Not-for-Profit with Solver
Download the free eBook to see how Solver helps Not-For-Profits gain clear insights across financial and operational data for better mission outcomes.
Read the Solver eBook
Reporting, Budgeting, and Forecasting for NDIS Providers
For not-for-profit organisations delivering NDIS-funded services, budgeting, and forecasting can be even more challenging due to the relationship between service delivery, workforce overhead, and funding utilisation.
Common complexities include:
- Unit‑based pricing that introduces revenue variability.
- Workforce cost planning across casual, part‑time, and award‑based roles.
- Variability in plan utilisation impacting forecast accuracy.
- Limited early visibility into emerging margin or sustainability risks.
Solver helps NDIS providers apply a structured budgeting and forecasting approach at a service and program level, improving visibility and supporting proactive financial analysis as the organisation grows.
If you are an NDIS provider looking to streamline how you manage reporting, budgeting, and forecasting for NDIS-funded services, please reach out to us to discuss your requirements and see how Solver can help.
Need help Budgeting and Forecasting Software for Australian Not-for-Profits?
Complete the form below, or contact us to speak to one of our experts today.
- Call 1800 126 499
- Email [email protected]
Start your journey to better budgeting and forecasting with Solver
Better budgeting and forecasting starts with having clear visibility of the data across budgets and programs.
Book a Solver Demo today to learn more
Not ready to talk yet?
If you're not quite ready and prefer to learn more before you talk to us, our on-demand webinar offers practical insight into how Solver can help not-for-profit organisations optimise their reporting, budgeting, and forecasting to increase operational efficiency.
Client Case Study
MacKillop Family Services reduced reporting time from up to 16 hours to less than one hour. Solver allows designated users to run their own reports, rather than one person handling the running and sending of reports to the requester.
Explore the full Solver xFP&A Suite
Solver brings together reporting, planning, forecasting, dashboards, and data consolidation into one unified Microsoft-aligned platform.
