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Rose Shah: Feb 23, 2026
In nonprofit organizations, audits are a fact of life. Charities are often required to undergo periodic independent audits to meet the conditions of grants or loans they've received, fulfill their own bylaws, or comply with relevant local, state, or...
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2 min read
Welcome to xFiles, Solver's investigative video series that uncovers the most perplexing mysteries plaguing finance teams everywhere. Each episode...
4 min read
Consolidation is a critical aspect of financial management for multi-entity companies, ensuring a unified and accurate view of an organization's...
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Peter Forsberg: Jan 23, 2026
Finance teams face relentless pressure. Month-end close deadlines, budget revisions, variance analyses, board presentations. The demands never stop....
2 min read
We are excited to return as a Sponsor for Acumatica Summit 2026, taking place January 25-28, 2026 at the Seattle Convention Center. At Acumatica...
5 min read
Craig Anderson: Jan 13, 2026
The global disruptions of the 2020s forced supply chain management into CFO strategy sessions where it had never belonged before. Semiconductor...
2 min read
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Michael Buehner: Dec 9, 2025
Nonprofit executives juggle multiple responsibilities. Internally, they must ensure financial stability and operational efficiency, often with...
4 min read
Rose Shah: Nov 26, 2025
FP&A teams are the strategic command center of any organization. They drive smarter decisions through planning, reporting, consolidation, and...
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2 min read
Adopting extended financial planning and analysis (xFP&A) software is a popular solution for the often-burdensome task of monitoring business...
2 min read
Peter Forsberg: Nov 17, 2025
What is Solver Copilot? Solver Copilot is built to accelerate intelligent decisions for finance leaders. It includes specialized AI agents that...
3 min read
Michael Buehner: Nov 12, 2025
If your company is involved in senior living, there’s no doubt you’ll encounter multiple requests to track information and data that can be used to...
2 min read
Solver's ASCEND 2026 registration is officially open! This year, we're trading Surf City for Music City as we head to Nashville, Tennessee. Join us...
1 min read
Stephanie Johnstone: Oct 20, 2025
Although the end date is about 5 years away, it’s never too early to prepare for a major change to your software. Microsoft recently announced the...
3 min read
Michael Buehner: Oct 10, 2025
As a nonprofit leader, you know your organization is doing great work. But does the public? Self-promotion can feel uncomfortable, particularly for...
3 min read
Craig Anderson: Oct 8, 2025
The need to scale is a sign of success. But with increasing size comes increasing complexity. As a SaaS business grows, when working with an...
1 min read
Microsoft customers and partners are gearing up to make the trek to Orlando, Florida for Community Summit North America (NA) 2025, October 19-23 at...
1 min read
Artificial intelligence (AI) and machine learning (ML) aren’t just the future. They are already transforming nearly every aspect of the business...
1 min read
Welcome to xFiles, Solver's investigative video series that uncovers the most perplexing mysteries plaguing finance teams everywhere. Each episode...
1 min read
We are thrilled to share that we will be a Gold Sponsor of acuCONNECT 2025, a virtual event for Acumatica customers and partners! This will be the...
1 min read
Congratulations to Solver’s customer award winners for 2025! The awards were handed out by Stacy Pitts, Manager of Customer Success, during ASCEND...
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2 min read
"Success is best when it's shared." - Howard Schultz This quote captures the essence of the Partner Awards, recognition isn't just about celebrating...
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Craig Anderson: Aug 7, 2025
The SaaS industry may be known for its fast-paced and dynamic environment, but just like any other business that wants to stay relevant,...
3 min read
Solver ASCEND Americas 2025 is nearly here, and it’s time to start packing! To ensure you are fully prepared, we’ve put together this comprehensive...
3 min read
Craig Anderson: Jul 29, 2025
Construction is all about putting together disparate parts—lumber, glass, steel, and more—to create a structure that is functional and beautiful....
4 min read
Craig Anderson: Jun 30, 2025
Clients choose software as a service (SaaS) solutions because these types of solutions are flexible and scalable. Cloud-hosted products eliminate the...
3 min read
Michael Buehner: Jun 19, 2025
Senior living facilities are currently home to more than 2 million people in the U.S. alone—and that figure will likely rise as the population ages....
3 min read
Are you prepared to expand your Solver skills and improve your organization’s ability to succeed? Then make plans to attend ASCEND Americas 2025 as...
3 min read
Gone are the days when basic budgeting, forecasting, and planning tools offered everything a business needed to thrive. Facing an increasingly...
3 min read
Running a successful modern business requires so much more than the basic financial tools companies leaned on in the past. To thrive in today’s...
6 min read
Michael Buehner: May 29, 2025
In the nonprofit sector, the way you manage your finances matters. And yet, without the right tools, effective management can be a difficult and...
1 min read
Peter Forsberg: May 27, 2025
Enhance Your Helpdesk Analytics with Solver's Zendesk Connector Did you know that in addition to supporting multiple ERP integrations, Solver...
2 min read
Discover How You Can Connect with Solver at Sage Future The excitement of Sage Future 2025 begins on June 3rd at the George World Congress Center +...
1 min read
Congrats to Liz Anderson, Vice President of Global Marketing for Solver, who was recognized by CRN®, a brand of The Channel Company, on the...
1 min read
Looking to streamline your data analysis when using Solver's flagship software? Introduced in April 2025, Solver users can now customize the default...
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3 min read
No longer relegated to traditional budgeting, forecasting, and financial performance reviews, the role of extended financial planning & analysis...
2 min read
Congratulations to Solver’s Chief Operating Officer, Corey Barak, MBA, who was recently named to Marquis Who’s Who®—individuals and innovators...
2 min read
Discover How You Can Connect with Solver at Directions NA 2025 Are you all in with your current hand? Microsoft Partners are about to embark on an...
1 min read
Solver is proud to be a Gold Sponsor at the AFP FP&A Forum 2025. We are excited to engage with finance professionals, demonstrate our innovative...
2 min read
Solver ASCEND Americas 2025 will take place from August 11th to the 14th at the beautiful Hyatt Regency Resort and Spa in Huntington Beach,...
1 min read
In today's rapidly evolving business landscape, traditional financial planning and analysis (FP&A) tools are no longer sufficient. Organizations are...
1 min read
In the fast-paced world of finance, ease of use and flexibility are non-negotiable. Recognizing this, Solver’s Contributor User license is designed...
1 min read
Your workspace, reimagined for faster access and better organization. Get ready for a more intuitive Solver experience. Our latest homepage update...
1 min read
We are excited to return as a Gold Sponsor for Acumatica Summit 2025, taking place from January 26th to January 29th at the Wynn Las Vegas. At...
1 min read
Finance teams are discovering a powerful productivity boost within Solver's Microsoft Dynamics 365 Business Central integration. While quietly...
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7 min read
The senior living industry is at a pivotal moment, driven by the demands of a rapidly aging population. For CFOs, controllers, and budget managers in...
5 min read
The construction industry is at a crossroads. With increasing project complexity, fluctuating material costs, and labor shortages, construction...
1 min read
The Information Technology Alliance (ITA), the pre-eminent independent organization for ethical tech companies successfully serving small- and...
2 min read
Extended financial planning and analysis (xFP&A) software drives faster, better decisions across the company, and at its core is the foundational...
8 min read
Have you been comparing the costs for your business intelligence software or questioning the price you already paid? If so, you’ve noticed that...
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Congratulations to Solver’s customer award winners for 2024! The awards were handed out by Diana Bacero, director of Customer Success, during ASCEND...
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Don’t Wait for Opportunity, Create it” –George Bernard Shaw This quote by one of the world’s most famous playwrights and authors sums up the 2024...
5 min read
Better reporting leads to better results. Outdated processes, time-consuming input methods, and overly complex Standard Operating Procedures (SOPs)...
1 min read
We are thrilled to share that we will be a gold sponsor of acuCONNECT 2024, THE virtual event for Acumatica customers and partners! This will be the...
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Extended financial planning and analysis, or xFP&A, is an all-encompassing approach that puts the finance team at the center of a company’s...
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Solver ASCEND Americas 2024 is nearly here, and it’s time to start packing! To ensure you are fully prepared, we’ve put together this comprehensive...
7 min read
Financial consolidation, often referred to as a "roll-up," involves combining financial data from multiple subsidiaries to create a comprehensive set...
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1 min read
School is out for the summer, but the Solver team was busy in the classroom this past spring semester. We spent three days in April giving back to...
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Harvard Business Review calls today’s evolving business landscape the 'Era of Volatility.' The last 30 years saw largely peaceful geopolitics,...
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Discover Innovations with Solver at Community Summit Roadshow 2024 Microsoft Dynamics users and partners will soon travel to Bellevue, Washington for...
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From August 12th through 15th, Surf City USA, also known as Huntington Beach, California, will host hundreds of finance, accounting, operations, and...
1 min read
Applause and accolades for our own Liz Anderson, vice president of Global Marketing for Solver, who was named to the CRN® Women of the Channel list...
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Corey Barak: May 10, 2024
While preparing for my presentation for Solver’s annual customer and partner conference, ASCEND 2024, I realized that I've used Solver in such...
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How Solver can Elevate your DynamicsCon LIVE 2024 Experience Microsoft customers and partners will soon make the trek to Denver, Colorado for...
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Discover How You Can Connect with Solver at Directions NA 2024 Microsoft Partners are about to embark on an exciting journey to San Diego, California...
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This article is part 8 of an 8-part series on evaluating the best CPM tools for your business. Part 8 focuses on why and when to use third-party...
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Do you intend to sell or acquire a company in 2024? Exit and acquisition processes require you to complete time-intensive and extremely thorough...
2 min read
Discover How You Can Connect with Solver at Sage Transform The excitement of Sage Transform 2024 begins on February 26th at the MGM Grand in Las...
3 min read
Budgets can be challenging. While properly analyzing trends and patterns in your financial history and projections is an essential part of budgeting...
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Discover Where to Find Solver at Acumatica Summit – and How to Win Up to $3,250 Acumatica Summit 2024 kicks off January 28 in Las Vegas, and it’s...
Solver Ascend 2023 Agenda Monday, August 14 Welcome to Day 1 of Ascend! We’re excited to have you here. Today is 100% hands-on training workshops,...
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What is a Strategic KPI Report ? Strategic KPI Reports serve as executive dashboards, offering leadership teams a quick and comprehensive view of the...
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What is a Monthly Balance Sheet with Prior Month and Last Year Comparisons ? A Monthly Balance Sheet with Prior Month and Last Year Comparisons is a...
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What is a Profit & Loss Report with Monthly Trend ? A Profit & Loss Report with Monthly Trend is a valuable analytical tool commonly used by CFOs and...
2 min read
What is an Intercompany Elimination Input Form ? An Intercompany Elimination Input Form serves as a tool for month-end consolidation and is utilized...
3 min read
What is a Consolidating Balance Sheet ? A Consolidating Balance Sheet is a financial statement that is commonly utilized by CFOs and Group...
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What is a Intercompany Transaction Audit Report ? An Intercompany Transaction Audit Report is a vital tool for consolidation, employed by Group...
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What is a Consolidating Trial Balance ? A Consolidating Trial Balance is an important tool for Group Controllers to maintain control and verify the...
2 min read
What is a Consolidating Trial Balance ? A Consolidating Trial Balance is a valuable tool used by Group Controllers to maintain control and verify the...
2 min read
What is a Intercompany Matching Report ? An Intercompany Matching Report is a vital tool used in the month-end close process of multi-company...
2 min read
What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is an essential tool used by CFOs and planning managers to ensure...
2 min read
What is a Intercompany Matching Report ? An Intercompany Matching Report is a crucial tool used during the month-end close process in multi-company...
2 min read
What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is a crucial tool used by CFOs and planning managers to ensure...
2 min read
What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is a vital planning tool used by CFOs and planning managers to ensure...
2 min read
What is a Monthly Balance Sheet Forecast Report ? The Monthly Balance Sheet Forecast Report is a valuable tool for CFOs and planning managers,...
2 min read
What is a Monthly Balance Sheet Forecast Report ? The Monthly Balance Sheet Forecast Report is a valuable tool for CFOs and planning managers. It...
2 min read
What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report is a planning tool used by CFOs and planning managers to...
2 min read
What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report serves as a valuable planning tool utilized by CFOs and...
2 min read
What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report is a popular planning model used by CFOs and planning...
2 min read
What is a Personnel Headcount Budget Report ? A Personnel Headcount Budget Report serves as a workforce planning tool utilized by budget managers and...
2 min read
What is a Project Budgeting Template ? A Project Budgeting Template is a comprehensive tool that project-based businesses use for planning. It allows...
2 min read
What is a Rolling 12 Month Budget Input Form ? A Rolling 12 Month Budget Input Form is a dynamic budgeting tool that offers a unique alternative to...
2 min read
What is a Sales Budget by Sales Rep, Customer and Product ? Sales budgets that are detailed and specific to sales reps, customers, and products are...
2 min read
What is a Payroll Budget Template ? A Payroll Budget Template is an essential component of an annual budget model used by HR and budget managers to...
2 min read
What is a Capital Expense Budget Template ? A Capital Expense Budget Template, also known as "Capex," is a crucial component of the annual budget...
2 min read
What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable...
2 min read
What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is an essential planning tool used by sales managers to predict sales for the...
2 min read
What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a crucial planning tool used by sales managers to predict sales in the...
2 min read
What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a vital planning tool employed by sales managers to project sales in the...
5 min read
Dear Accounting and Finance Leaders, If your company is planning to migrate from Microsoft Dynamics GP to the Microsoft Dynamics 365 Business Central...
2 min read
What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a template that enables budget managers and analysts...
2 min read
What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a tool that facilitates the generation of budget or...
2 min read
What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable (AR) Aging report is an operational report that...
2 min read
What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable (AR) Aging report is an operational report used by...
2 min read
What does an Accounts Receivable Report with Dynamic Aging Buckets entail? An Accounts Receivable (AR) Aging report is a powerful operational tool...
3 min read
In the competitive world of mid-market companies, financial reporting plays a crucial role in making informed business decisions. Financial reports...
3 min read
Here Are the Basics You’re Looking for When It Comes to Dashboard Data Visualization Principles
1 min read
Introduction: As the Chief Financial Officer (CFO) of a nonprofit organization, financial planning and analysis (FP&A) plays a crucial role in...
2 min read
The field of finance and planning in higher education (FP&A) is facing significant challenges and trends that are changing the way financial...
2 min read
Budgeting is a crucial aspect of financial management for any organization. It helps you to allocate resources effectively, plan for future expenses,...
1 min read
When evaluating budgeting software for your Dynamics 365 Business Central ERP system, there are several key functionalities to consider to ensure the...
2 min read
Financial reporting is an essential aspect of any business as it helps in making informed decisions. It is even more crucial for companies that use...
2 min read
When it comes to finding the right report writer or full CPM (Corporate Performance Management) solution for your Dynamics 365 Business Central ERP...
2 min read
How can Financial Dashboard s Drive Faster and Better Decisions? As CFOs increasingly become key players in the Monthly Reporting Process, they must...
5 min read
A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Finance (D365 Finance) as their new cloud ERP system....
4 min read
Microsoft Dynamics 365 Finance (D365 Finance) was born from the widely known on-premise product known as Dynamics AX. In recent years D365 Finance...
5 min read
Dynamics 365 Finance (D365 Finance) and Power BI are both rapidly growing cloud software applications from Microsoft. Although these technologies can...
5 min read
Acumatica and Power BI are both rapidly growing cloud software applications. Although these technologies can be used independently, customers are...
4 min read
A rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Business Central (D365 BC). If you are considering a...
4 min read
Microsoft Dynamics 365 Business Central (D365 BC) is one of the fastest-growing cloud-based ERP systems on the market, and it is quickly gaining in...
5 min read
Microsoft Dynamics 365 Business Central (D365 BC) and Power BI are both rapidly growing cloud solutions. Although these solutions can be used...
2 min read
In recent years, larger technology companies like yours have increasingly focused on consolidation as a strategy to grow revenues by diversifying...
10 min read
In today’s fast-paced business landscape, it is a truism that agility is the key to success. It is also a truism that agility is powered by accurate,...
5 min read
This article is part 5 of an 8-part series on evaluating the best CPM tools for your business. Part 5 focuses on data warehouse considerations to...
3 min read
This article is part 6 of an 8-part series on evaluating the best xFP&A/CPM tools for your business. Part 6 focuses on the many Microsoft integration...
6 min read
This article is part 3 of an 8-part series on evaluating the best CPM tools for your business. Part 3 focuses on Excel functionalities that...
4 min read
This article is part 7 of an 8-part series on evaluating the best CPM tools for your business. Part 7 focuses on methods for calculating ROI to find...
8 min read
This article is part 2 of an 8-part series on evaluating the best CPM tools for your business. Part 2 focuses on feature sets within the best...
3 min read
This article is part 4 of an 8-part series on evaluating the best CPM tools for your business. Part 4 focuses on evaluating the range of dashboard...
7 min read
This article is part 1 of an 8-part series on evaluating the best CPM tools for your business. Part 1 focuses on evaluating planning capabilities...
3 min read
Tableau is a leading visualization tool used by companies world-wide to enable easy data analysis with interactive dashboards. However, to drive...
13 min read
Monthly reporting is the natural culmination of the planning process, but it is not the end goal of the planning process. In fact, the planning,...
14 min read
The economic uncertainty of the last few years has demonstrated that financial leaders across the globe must be able to operate with greater agility....
3 min read
An increasing number of companies are adding subscriptions as one of the revenue models to their business. Two different examples of this service...
2 min read
These days, more than ever, financial planning analysis (FP&A) managers need to deploy tools that can help them support their businesses with faster...
3 min read
Edgar R. Fiedler was an American economist who served as Assistant Secretary to the Treasury between the years 1971-75. Edgar published a series of...
2 min read
What is a Subscription Revenue Forecast Template? A Subscription Revenue Forecast Template is a crucial planning tool for businesses with substantial...
4 min read
One of the most significant changes to businesses during COVID-19 has been the large-scale work-from-home policies that almost all companies...
4 min read
What is Financial Multi-Scenario Planning? With multi-scenario Planning, companies are able to analyze several potential business outcomes and...
4 min read
Precise financial planning is an integral part of every business's success. It also takes a substantial amount of time and energy from the business's...
4 min read
Nobody likes a budget that is far off target, especially when it could result in a liquidity crisis. Luckily, most companies rarely have to...
3 min read
It is easy to predict the future when it is business as usual. However, if your business environment is suddenly impacted by something like the...
4 min read
If you have surveyed an audience of mid-market accounting and finance professionals, you almost always find that 90-95% primarily rely on manual...
3 min read
The terms Corporate Performance Management (CPM) and Enterprise Performance Management (EPM) are often used interchangeably. These two forms of...
3 min read
If you have ever tried to build and maintain financial reports inside a visualization tool, the answer should be simple. Power BI works well for...
5 min read
Are you dreading your company’s budgeting process? Are you manually exporting data from your ERP system to Excel and compiling numerous spreadsheets...
6 min read
We are all customers of a business. Whether you’re browsing Amazon for a home vacuum that doesn’t break down every year or picking out produce at...
2 min read
This article will describe the value of using workflows for budgeting.
6 min read
Budgeting is a topic that is not very popular in many organizations. It can be an extremely time-consuming project for many employees. This is why it...
3 min read
Making world-class decisions is imperative for any organization to succeed, and the ability to do it quickly and efficiently gives a competitive...
4 min read
This article continues the discussion of the top five problems facing CEOs today in regard to corporate performance management, with a focus on...
4 min read
This article discusses the top five problems facing CEOs today in regard to corporate performance management, zooming in on reporting.
3 min read
Have you ever started a new job in an industry you have no experience in? Learning the industry jargon can be overwhelming. I can personally attest...
5 min read
This article will focus on Cloud-based Call Report Automation for Banks. Why does going to the dentist always seem stressful? I have been going to...
3 min read
TargetTech defines BI as a technology-driven process for analyzing data and presenting actionable information to help corporate executives, business...
3 min read
This article is the first part in planning for a KPI design project. A Key Performance Indicator (KPI) can help your company understand if your...
4 min read
This article will focus on the many types of Dashboards for Banks that are being used today to improve bank performance.
4 min read
At first, this article was going to be about the Best Reporting Tools for Banks. I then realized that there are many different types of reporting...
3 min read
This article will focus on alternative report writers for Dynamics AX users who share common Management Reporter (MR) issues. As a regular subscriber...
3 min read
This article zooms in on budgeting solutions for professional sports organizations using Dynamics GP, with a focus on planning processes. How do you...
4 min read
Nobody likes growing pains, but every company wants to grow. Growing pains are symptoms that an organization needs to make a transition. It is the...
3 min read
Have you been using Forecaster to budget your finances? Microsoft recently made the announcement that Forecaster will not be available or supported...
3 min read
Recently, I was talking to a finance professional who oversees accounting processes and helps his organization make decisions about the future in...
4 min read
In this article, I’ll explore what-if analytics and modeling functionality built into some of today’s budgeting software for planning that accounts...
5 min read
In this article, non-profit organizations will get a better understanding of the dashboard software options they have to expand their Sage Intacct...
4 min read
In this article, we’ll explore today’s budgeting and forecasting tool options, focusing on the best features and functions to improve your Sage...
5 min read
This article will look at the best options Intacct customers have for powerful, modern dashboard software to upgrade your analytics for business end...
5 min read
This article will explore today’s premier financial reporting and consolidation tools, with a focus on the most important features and...
4 min read
This article will discuss the necessity of powerful financial consolidation tools for Microsoft Dynamics GP customers who manage parent company...
5 min read
This article will go into detail about the elements of investing in and implementing modern budgeting and forecasting solutions, with a focus on...
4 min read
This article will contribute to the conversation regarding third party budgeting and forecasting tools and their key features and functionalities for...
4 min read
Finding an FRx replacement can be frustrating and overwhelming, but for good reason. This article will discuss five financial reporting tools as a...
4 min read
What sub-ledger, transactional reports are you missing out on using native ERP reporting tools? What is the impact on your company’s future? This...
1 min read
The Solver data warehouse is a next-generation, pre-configured and customizable data warehouse based on the world-leading Microsoft SQL Server...
1 min read
BI360’s modern Excel-based report writer offers predefined templates as well as pre-built functions for quick user-defined reports running live on...
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