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Solver Reviews & Product Details

EF
Director, Business Intelligence and CRM
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Solver?

As a BI and Reporting Practice Director in the Dynamics channel, I have full confidence that the products offered by Solver work for out clients and therefore work for the practice and company. Whether it is Reporting or Budgeting or the Data Warehouse each module delivers value for clients with high adoption rates. When problems do occur, and that is inevitable based on the use cases in the market, the Solver team works tirelessly to resolve each issue in a professional manner. Review collected by and hosted on G2.com.

What do you dislike about Solver?

With extremely powerful Reporting and Budgeting tools, my hope is that Solver can leverage the visualization and analytic capabilities of Microsoft Power BI with the toolset and environment. The dashboard piece of the solution set is ok but sufficient for larger or more distributed organizations. Review collected by and hosted on G2.com.

Recommendations to others considering Solver:

Take the leap of faith with full confidence that the Solver team will support you. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

The benefits as a partner is that the tool deploys easy, is adopted by our clients with some training, and at a reasonable cost. As a practice we have gained the benefit of a deeper client relationship and migrating to work with higher levels of client organizations. - Our clients have stated that they are producing better reporting and better budgeting/forecasting in less time and with higher quality output resulting in happier management. Review collected by and hosted on G2.com.

Solver Overview

What is Solver?

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational 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 organizations 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 organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.

Solver Details
Product Website
Discussions
Solver Community
Languages Supported
Danish, German, English, French, Italian, Norwegian, Portuguese, Russian, Spanish, Swedish
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Product Description

Solver is a trusted provider of complete Corporate Performance Management (CPM) solutions for today's mid-market enterprise and the company is at the forefront of CPM technology for cloud and on-premise ERPs.


Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
558 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Phone
(310) 691-5300
Description

Solver is redefining the category of cloud-based business planning and reporting software with our groundbreaking, all-inclusive technology that empowers your entire team with customized insight in a day. The Solver solution is built to enable faster and better business decisions across the entire organization. It combines financial and other key data into a single tool, powered by the most flexible report and planning form designer on the market. Organizations use this solution to automate and streamline financial and operational reports, consolidations, and budgeting and forecasting processes - as well as perform 'What If' planning that helps drive confident decisions every day.


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Overview Provided by:

Solver Integrations

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Verified by Solver

Recent Solver Reviews

DV
Donna V.Mid-Market (51-1000 emp.)
4.0 out of 5
"Solver equips you with all the tools you need for budgeting and financial reporting"
As a report creator for our organization, I have been able to use my Excel skills paired with Solver's robust functionality to create dream come tr...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Solver Experience"
Ease of report customization, Excel based reports. Integration setup is simple to modify when adding/modifying accounts.
TC
tom c.Mid-Market (51-1000 emp.)
5.0 out of 5
"Versatile data warehouse reporting, limited only by your imagination"
We can create almost any report, no matter how users prefer to slice and dice the data. Integrates easily with many of our systems including Busine...
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243 out of 244 Total Reviews for Solver

4.5 out of 5
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243 out of 244 Total Reviews for Solver
4.5 out of 5
243 out of 244 Total Reviews for Solver
4.5 out of 5

Solver Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for SolverQuestion

Time to Implement
<1 day
>12 months
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48+ months
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DV
Financial Information Systems Analyst, Sr.
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

As a report creator for our organization, I have been able to use my Excel skills paired with Solver's robust functionality to create dream come true reports with ease. For other users looking for on demand data pulling, Solver's Ad Hoc Reporting allows for folks to slice and dice the data to get what they need. During our annual budgeting process, Solver's writeback templates and assignments has made creating, reviewing, editing, and finalizing our budget a seamless process. Staff at Solver have a wealth of knowledge and are easily accessible to help provide service when needed. The connection with our ERP is automated and seamless. Review collected by and hosted on G2.com.

What do you dislike about Solver?

When migrating to the cloud platform, a few functions were no longer available in the cloud that existed in the on-premises environment. While they are working on building some back, there are a few that have not been rebuilt. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver has helped us to make meaningful use of our data, allowing us to make more timely and accurate business decisions. Review collected by and hosted on G2.com.

NP
Report Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Solver?

*I can rely on Solver as a tool to get financial reporting done.

*The API to powerBI has worked flawlessly so far.

*User's ability to load their forecasts and budgets directly into the scenario.

*Security is easy to implement

*Security settings staying constant throughout all the different modules e.g., reporting archive, input template, etc.

*I like the role that was created in Solver for more technical customer support without having to escalate questions/needs e.g., Steve Review collected by and hosted on G2.com.

What do you dislike about Solver?

*Data Explorer's load time is slow. I'd like the initial view limited to 100 records to speed it up.

*Unable to control the report archive for my users. I want to be able to delete reports in their archive, similar to being an admin in a workspace.

*Parameter naming is inflexible. I had an issue where a previous report creator was using 'periods' and I was using 'period'. This created a confusing extra period filter in the report archive for users. To fix this, I had to delete the old parameter out of every report and setup a new paramter. Then I had to publish the report to the report archive and now my users have 2x the report because I can't control their archive space.

*Default LID entry in input templates. My users think it's clunky and they constantly make mistakes while using it e.g., leaving the last column cell blank & somehow breaking it by putting a value in the main line (even though I thought that wasn't supposed to be possible... they found a way to break it). I then have to clear out everything, save, and re-enter in the LID section.

*Solver is very slow sometimes or has issues fetching drill-down data or it fails. I'd like to have an indication of when Solver is experiencing a slowdown or issues.

*Customizing a drill-down in a report is cumbersome.

*No way to 'view as' a role. In many programs I admin, I can 'view as' a role so I can interact with the program the way the user is enabled to.

*Auto-save feature for input templates. I had 2 users enter their budgets and not his save this cycle.

*Overhaul the look and UI experience of input templates. I had some users complain that it wasn't "slick looking"... I get that it's Excel, so maybe at least Learning Academy courses on beautifying a report template and best practices for the user experience.

*Maybe I missed this option, but there is no way (?) to get a summary of my publisher jobs for the day so I can see what ran or did not run easily.

*Lack of user community. With many other software programs, users can respond and try to help others, and then an official representative of the software responds occasionally. The Solver community forum is a borderline ghost town.

*Need the ability to lock roles in the planning security section instead of having to lock the entire scenario down

*Metrics on how often reports are viewed and by what users Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver enables our company to quickly build up its future financial picture. Since the department heads can enter their budgets and forecasts directly into Solver, we get the information ASAP. This helps our executive team intervene if necessary, informs their decision-making, and helps them with their plan. Review collected by and hosted on G2.com.

NC
Senior Director of Financial Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

I love that this syncs to our accounting software daily and we are able to pull and create reports for all our communities in one report/file that would otherwise take us several hours to create. I also appreciate that once we have taken time to create a report, we can pull that for every month, community, etc. that we need! We are in Solver daily to pull the items that we need. This is also a huge component for our budget. The ease of use for budgeting is terrific! Review collected by and hosted on G2.com.

What do you dislike about Solver?

The linking of spreadsheets can be difficut sometimes due to the nature of how solver works. We are usually able to figure it out. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Having all our budget infromation in one central location. Being able to pull/create reports for all our communities, which have separate books and would otherwise need to be pieced together. Review collected by and hosted on G2.com.

TC
Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

We can create almost any report, no matter how users prefer to slice and dice the data. Integrates easily with many of our systems including Business Central. Review collected by and hosted on G2.com.

What do you dislike about Solver?

Takes some time to setup and get right, but works great once ready. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver provides a higher level, more customizable reporting system than Business Central alone. It is also able to store and seamlessly compare budget info. Review collected by and hosted on G2.com.

RD
Manager, FP&A and Treasury
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Solver?

Solver’s user-friendly interface and customizable reporting features are the most helpful aspects for me. The ability to easily create, modify, and distribute reports allows for more efficient data analysis and decision-making. Additionally, Solver’s integration with various data sources streamlines the process, making it easier to consolidate information and gain insights quickly. Review collected by and hosted on G2.com.

What do you dislike about Solver?

One of the least helpful aspects of Solver is its occasional complexity in setup and configuration. While it offers powerful features, getting everything optimized and customized to fit specific business needs can sometimes be time-consuming, especially for users without technical expertise. Additionally, some of the advanced features require a steeper learning curve to fully utilize.

The main downsides of using Solver include the initial implementation effort and the occasional difficulty in troubleshooting issues. Integrations with other systems, while valuable, can sometimes lead to compatibility challenges or slowdowns. Additionally, depending on the version or package, certain advanced features might come with higher costs, which could limit accessibility for smaller teams or organizations with tighter budgets. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver is helping me address challenges related to reporting and financial analysis. Its Excel-like interface makes customizing our reports much easier, allowing us to tailor the data presentations to meet specific business needs. The ability to quickly create, modify, and distribute reports has significantly improved our efficiency in data analysis and decision-making. By streamlining these processes, Solver helps us better understand our financials, identify trends, and make more informed business decisions. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
AL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

Solver has helped us completely transform our budgeting process. Once we understood how report and input forms are created and managed it has pretty much allowed us to see the information we need to see quickly and gave us the ability to share those reports with those who need them the most. Review collected by and hosted on G2.com.

What do you dislike about Solver?

It definitely has its quirks. If we are using two different input forms and they are not programmed to save in the exact same way we end up with a lot of duplicated data. Lesson learned on our end. Also, when working with Solver employees to help us figure out why a form isn't working the way we think it should be, they are not always the most responsive. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

We have more than 20 locations to budget and Solver has cut down on the time needed to get those budgets into a reviewable format and out to management for review. Review collected by and hosted on G2.com.

Response from Stacy Pitts of Solver

Thank you so much for your feedback! We appreciate your partnership! All of our cloud customers have a customer success manager assigned to their account. I highly recommend reaching out to the CS department: customercare@solverglobal.com. Your CSM can assist in getting answers, connecting you with a resource, etc. In general, we just love to help!

Verified User in Manufacturing
UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

Ease of report customization, Excel based reports.

Integration setup is simple to modify when adding/modifying accounts. Review collected by and hosted on G2.com.

What do you dislike about Solver?

When having to print to distribute I would like to stack my reports and send to PDF in a packet instead of having to save each individually.

I would like data updated to run faster or have live data link.

Delay in support from our BC partner. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

We are able to get detailed departmental reports to better understand manufacturing costs. Review collected by and hosted on G2.com.

KT
Vice President of Corporate Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

Solver has helped to streamline reporting. Data can be organized quickly and easily. Review collected by and hosted on G2.com.

What do you dislike about Solver?

The most challenging part of Solver is getting started. The sky is the limit once you become comfortable with the software! Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver is helping to streamline & organize the budgeting process. It is also simplifying KPI reporting. Review collected by and hosted on G2.com.

MD
Corporate Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

There is a lot of customization. We have an incredibily difficult report that has routinely been created manually. The Solver team has worked hard to integrate our ERP system with Solver to customize and create this report automatically. This is a significant enhancement for us and improves efficiency. Review collected by and hosted on G2.com.

What do you dislike about Solver?

The implementation process has been very slow. The work has been challenging, but we have been paying for a tool that we have not been able to fully use. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Our ERP system has a terrible Budget tool. Solver is allowing us to have improved visiblity for budget to actual. It is also significantly improving our budget creation process. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Solver?

I love the data warehouse functionality coupled with the ease of use of the Excel interface. I was already proficient in Excel so I didn't need to learn a whole new program to build reports with the data we have in Solver. Review collected by and hosted on G2.com.

What do you dislike about Solver?

The initial setup was rocky for us becuase the Solver pros didn't understand our data and how we use it, and we didn't initially understand the ins-and-outs of how Solver is set up. Now that we understand the program we are making changes to set it up the best way for us but it is more difficult to make those changes after the fact. Review collected by and hosted on G2.com.

What problems is Solver solving and how is that benefiting you?

Solver allows us to respond to reporting requests much more quickly and take a ton of manual effort off of our team. It allows us to join disparate data sources together to create a full-picture report for decision-makers in far less time and effort than it used to, and with more accuracy. Review collected by and hosted on G2.com.