Solver
Budgeting and forecasting software
Corporate performance management (CPM) software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Solver and its alternatives fit your requirements.
Contact the product provider
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Agriculture, fishing, and forestry
- Manufacturing
- Retail and wholesale
What is Solver
Solver is a corporate performance management (CPM) platform used for budgeting, forecasting, reporting, and financial consolidation. It is commonly deployed by finance teams to build driver-based plans, produce management reporting, and support close and consolidation processes. The product is known for its Microsoft ecosystem orientation, including Excel-based workflows and integrations to common ERP and accounting systems. It is typically implemented as a configurable solution rather than a fixed-template application.
Excel-centric planning workflows
Solver supports planning and reporting workflows that many finance teams can run directly in Excel, reducing change management for spreadsheet-heavy organizations. This approach can speed up model prototyping and enable power users to maintain templates without relying entirely on IT. It also helps standardize spreadsheet inputs while keeping a familiar user interface for contributors.
Broad CPM process coverage
The platform addresses multiple CPM needs in one environment, including budgeting, forecasting, reporting, and consolidation. This can reduce the number of separate tools required for planning versus close and management reporting. For organizations seeking a single CPM stack, it provides a unified place to manage models, dimensions, and reporting outputs.
Prebuilt connectors and integrations
Solver provides packaged integrations for common ERP/accounting sources and supports data movement into CPM models for planning and reporting. This can shorten time-to-value compared with fully custom ETL approaches. It also helps maintain repeatable refresh processes for monthly reporting and forecast cycles.
Implementation complexity varies
Because Solver is configurable and can cover multiple CPM processes, implementation effort depends heavily on scope, data quality, and model design. Organizations may need experienced partners or internal expertise to design dimensions, security, and workflow. This can extend timelines compared with simpler, single-purpose budgeting tools.
Excel dependence trade-offs
Excel-based interaction can create governance challenges if teams rely on offline files, local calculations, or ad hoc template changes. Maintaining consistent versions, auditability, and standardized logic may require strict controls and training. Some organizations prefer fully web-based planning to reduce spreadsheet-related risk.
Advanced modeling may require tuning
Large-scale, highly granular models and complex allocations can require careful design to meet performance and usability expectations. Teams may need to optimize dimensionality, calculation approaches, and data refresh patterns. This can be a constraint for organizations with very high concurrency or extremely detailed planning requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Standard User | Contact sales (custom quote) | Full functionality: run and build reports, enter data, manage security. Includes Solver Academy and Solver Copilot. |
| Contributor User | Contact sales (custom quote) | Tailored for financial professionals who need to enter budgets and forecasts or view published reports. |
| Viewer User | Contact sales (custom quote) | View-only access to published reports and ad-hoc report writer. |
Seller details
Solver, Inc.
Los Angeles, CA, USA
1996
Private
https://www.solverglobal.com/
https://x.com/SolverGlobal
https://www.linkedin.com/company/solver-inc-/
