We moved to Solver as an add on to our transition from and older accounting software to Microsoft Business Central. We were initially drawn to Solver through our need for more robust financial reporting that we weren't getting elsewhere. After spending the last 6 months in Solver, and attending their annual Ascend conference, I have found other areas of business we can utilize the platform in, such as sales dashboards, KPI metrics, project tracking, and much more.
There is a significant learning curve with the solver system, but luckily they have a healthy knowledgebase full of videos and articles on how to most effectively use the system.
Solver is allowing us to provide more complicated multi-location and multi-entity financial reporting, with consolidation capabilities.
Solver has significantly improved our finance operations. Its Excel-based platform makes report building incredibly intuitive, especially for users already familiar with Excel. Administration is straight forward - maintaining metadata, security, and business rules is easy and doesn’t require much effort. The software is also highly reliable with minimal downtime, which helps keep productivity high.
Honestly, there's very little to dislike. Occasionally, getting familiar with new features takes a bit of time, but Solver’s responsive support team quickly helps resolve any confusion.
Solver has helped us streamline financial reporting, simplify administrative tasks, and ensure data consistency across departments. It saves us time and reduces errors, ultimately boosting our overall efficiency. A tremendous improvement over our previous process prior to Solver.
I really love the new additions of connectors for Solver that allows us to connect to our lakehouse in fabric.
I would like the consumption of data to be faster for integrations.
We use Solver to consolidate reports and provide commission reports to our users.
- The incremental syncs with our accounting systems. Refreshing data in Solver completes in minutes
- Building and formatting reports in Excel. This expands the number of people that we're comfortable with allowing to build reports.
- Time to learn the product & be able to build reports. With Excel being such a big component of building reports, we can train users to be able to build reports very quickly.
- Utilizing trees and security to produce single reports, but generate that report however we'd like (ex.) Building a single Balance Sheet & then grant someone access to only ABC Location from the chart of accounts & when they generate/receive that report, they only see what they have access to).
- Ceiling of what we can do w/ the product. We have yet to hit a scenario where we can't build a financial report w/ Solver.
- Resources. The in-house Solver team is great & there are also great 3rd party teams that know Solver very well to assist w/ support, implementation & best practices.
- ERP Agnostic. We've integrated Solver w/ Dynamics GP & Dynamics BC. We expect to swap Dynamics GP at some point in the future and have very little re-work/effort when dealing with Solver reports.
- Product suggestion boards & frequent Solver updates. We're able to submit ideas, track those & see them come to fruition when being released as apart of Solver updates.
- Solver is very straight-forward for cookie cutter reporting needs. For larger organizations where consistency, standardization & maintenance are a huge focus... It can be difficult to setup Solver in what may be the "best" way possible. This is likely a challenge for any large organization w/ any reporting solution so my only thought would be to receive more up-front trainings, demos, "here's what you can do and think about" before implementations begin for large customers.
We've replaced multiple financial reporting solutions with one, Solver. This reduces our time to close out month-end financials, reduces overhead administration & helps us keep a standardized process between business units and corporate.
Great tool for reporting needs
The ability to receive user input data, without a big ERP system behind is very helpful for our organization. Great integration with Excel, allows for automated formatting that is operations team friendly.
Having to make changes to historical data after adding a new dimension can be a bit tricky.
What problems is Solver solving and how is that benefiting you?
Financial reporting using NetSuite data - allows for formatting and very nice presentation layers, budgeting and forecasting - allows user input data, reporting on POS Data.
"Solver equips you with all the tools you need for budgeting and financial reporting"
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.
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.
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.
The ability to receive user input data, without a big ERP system behind is very helpful for our organization. Great integration with Excel, allows for automated formatting that is operations team friendly.
Having to make changes to historical data after adding a new dimension can be a bit tricky.
Financial reporting using NetSuite data - allows for formatting and very nice presentation layers, budgeting and forecasting - allows user input data, reporting on POS Data.
"Database backed Excel functions"
What do you like best about Solver?
Simplicity. If you use Excel you'll be ok
What do you dislike about Solver?
Some limitations in functionality but very few and largely from inefficiencies on the data side of our ERP. Has caused some good rework of our account and dimension structures to get the reporting right.
What problems is Solver solving and how is that benefiting you?
Primarily financial reporting. Its a lightweight but powerful solution that allows us to manipulate and report data from the ERP quickly and accurately
"Versatile data warehouse reporting, limited only by your imagination"
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.
What do you dislike about Solver?
Takes some time to setup and get right, but works great once ready.
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.
"Reporting made easier"
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!
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.
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.
"Very solid reporting solution"
What do you like best about Solver?
The integration is very straightforward, as is the report building. For an experienced Excel user the onboarding process is very simple. The filtering/report building process is easy to grasp.
What do you dislike about Solver?
Our refresh times could be better, this could be solved with a direct connection.
What problems is Solver solving and how is that benefiting you?
We are undergoing an accounting software switch and needed a solution for financial reporting. Solver allowed us to build standardized reports we can use for all of our entities.
"Great tool that is better than I expected when I started with it."
What do you like best about Solver?
The easiness to create reports both in report builder, Ad Hoc report and Budget moduleReview collected by and hosted on G2.com.
What do you dislike about Solver?
Sometimes it is a little slow but it could be my internet.Review collected by and hosted on G2.com.
What problems is Solver solving and how is that benefiting you?
Easy to create Budget versions and easy upload into it from Excel
"SOLVER is saving what is turning out to be a terrible ERP migration frm Microsoft GP to Microsoft BC"
What do you like best about Solver?
It created a solution for our financial reporting issues which out of the box Business Central didn't have.
What do you dislike about Solver?
Nothing; it is very well designed. The software add on is very intuitive.
What problems is Solver solving and how is that benefiting you?
Lack of financial reporting capabilities in out of the box Microsoft Business Central
"Solver Review - Cavaliers Holdings"
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.
"Great Product"
What do you like best about Solver?
The reporting features are super easy!!!
What do you dislike about Solver?
Mapping can be a bit difficult to navigate.
What problems is Solver solving and how is that benefiting you?
Easy budgeting. Solver allows me to set up templates which our team members can then come in and navigate themselves. It allows us to give them onus over their work.
"Great Product / Great Conference"
What do you like best about Solver?
Intergration with reports and customer serviceReview collected by and hosted on G2.com.
What do you dislike about Solver?
Some reports opening slower than others. We are still using on-prem but in the process of moving to cloud. Hopefully moving to the cloud will resolve this.Review collected by and hosted on G2.com.
What problems is Solver solving and how is that benefiting you?
Solver is helping us view all our data in one location instead of running reports in multipule locations.
"Highly reliable, flexible and effective tool"
What do you like best about Solver?
The ease with which I can extract and display relevant and actionable data from the general ledger.
What do you dislike about Solver?
Very little. The downside to flexibility is too much complexitly for those not familiar with their data or the Solver tool.
What problems is Solver solving and how is that benefiting you?
With Solver we are publishing Actual to Budget variance reports for the first time in our company's history (believe it or not) and we are running quarterly forecasting to help improve our annual budgeting process.
"A Game-Changer for my Work Efficiency"
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.
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.
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.
"Powerful tool for budgeting and analysis"
What do you like best about Solver?
I love the built in excel functionality - no point in re-inventing the wheel. The possibilites in report designer are immense.
What do you dislike about Solver?
It's a steep learning curve, especially if you're not already adept with excel.
What problems is Solver solving and how is that benefiting you?
We have dozens of departments and the budgeting process was previously manual - time-intensive and with room for human error. Solver has made our budgeting and forecasting processes much smoother.
"Best Financial Report Software Ever!"
What do you like best about Solver?
Report automation is the best part of this software.Review collected by and hosted on G2.com.
What do you dislike about Solver?
Nothing to dislike. It is the best software I have ever used. Easy to automate all financial reporting and analysis. It's easy to use and integrate with data. It has a lot of cool features to work with.Review collected by and hosted on G2.com.
What problems is Solver solving and how is that benefiting you?
Eliminate manual reporting. Solver allows my organization to automate all our financial reporting. This automation provides time saving, efficiency and accuracy.
What is most helpful about Solver is they will resolve and answer your concerns promptly. Solver is a power tool that can help plan and report.
Solver does and does not function like an excel. I wish it can filter and find function in the planning and report setting instead of export to Report Designer.
Solver is helping us to be able to create Budget, Personnel and Capital forms in Solver. Storing data and retrieving past data for forecasting.
