What is Solver Copilot?
Solver Copilot is built to accelerate intelligent decisions for finance leaders. It includes specialized AI agents that handle distinct parts of your workflow within Solver:
- Help Agent: Your always-available guide, trained on Solver documentation and continuously learning from new content.
- Analysis Agent: Delivers deep, contextual insights by surfacing anomalies, explaining variances, identifying trends, and supporting reports and input templates.
- Planning Agent: Generates accurate forecasts and budgets based on historical trends and organizational context (coming soon).
- This is Just the start. More agents are in development. Possibilities are endless whether they serve industry specific functions or automate repetitive tasks and processes.
How Solver Copilot Fits into Solver's AI-First Initiative
At ASCEND 2025, Solver announced its AI-first initiative powered by Solver Copilot. This initiative drives innovation across the Solver platform, enabling stakeholders to make data-driven decisions with intelligent assistance. Solver consolidates knowledge from multiple sources and connects with virtually any data system—including ERP platforms like Acumatica, Microsoft Dynamics 365, and Sage—so you can plan and report with confidence.
Many industries, including nonprofit, SaaS, retail, manufacturing, distribution, construction, finance, and healthcare providers, will benefit from these specialized AI assistants.
Key benefits include:
- Improved Accuracy: The Planning Agent will enhance budgeting and forecasting accuracy by generating forecasts based on historical trends and organizational context.
- Better Decision-Making: The Analysis Agent will provide deep insights, identify anomalies, and offer predictive recommendations to inform better decisions.
- Increased Productivity: Additional agents will automate repetitive tasks, orchestrate workflows, and suggest automation of frequently performed tasks, boosting overall productivity.
The Intelligent CFO: 5 Ways AI is Revolutionizing Financial Leadership
AI is transforming finance from transactional to strategic.
The role of the CFO is rapidly evolving. No longer confined to historical reporting and compliance, today's CFO is a strategic partner, deeply embedded in driving business growth and navigating complex economic landscapes. AI is proving to be a game-changer, empowering CFOs and financial professionals to move beyond traditional number-crunching to embrace a smarter, more efficient, and highly productive future. Here are five key ways AI is transforming the finance function.
1. Financial Forecasting and Scenario Planning
Accurate forecasting is the foundation of a sound financial strategy. Traditional forecasting methods based on historical data can be time consuming and don’t really account for the number of variables impacting a business. AI, with its ability to process vast datasets and identify intricate patterns, revolutionizes this process delivering real-time, adaptive forecasts and “what-if” scenarios in minutes.
2. Automating Repetitive Tasks and Streamlining Workflows
A significant portion of a financial professional's day is often consumed by repetitive, rule-based tasks. How many times a day do you or your team enter data, process invoices, perform reconciliation, and generate routine reports? These manual activities are not only time-consuming, but also prone to human error; how many times has manual data entry led to mistakes? AI streamlines AP/AR processes, reconciliations, and reporting reducing errors and freeing time for analysis.
3. Enhancing Risk Management and Detecting Fraud
In an increasingly complex and interconnected business environment, identifying and mitigating financial risks is very important. Traditional risk assessment methods often rely on periodic reviews and historical data, making it challenging to detect emerging possibly problematic issues in real-time. Continuous monitoring and machine learning models identify anomalies and mitigate risks proactively.
4. Deliver Deeper Insights and Make Better Decisions
AI excels at extracting meaningful insights from vast and complex datasets. Traditional financial reporting often provides a snapshot of past performance. AI can transform raw data into actionable intelligence, uncovering hidden correlations and enabling CFOs to make more informed, strategic decisions.
5. Streamlining Regulatory Compliance and Reporting
Regulatory compliance is a significant challenge for finance departments. Keeping up with evolving tax codes, accounting standards, and industry-specific regulations can be a resource-intensive and error-prone process. AI automates compliance checks and reporting, reducing manual effort and minimizing risk.
Using AI Wisely and Responsibly
AI is a powerful tool, but accuracy matters. Always review outputs to avoid “AI hallucinations” and ensure compliance with organizational standards. It can be used to help financial leaders move beyond transactional activities to drive more intelligent decisions.
Discover how Solver Copilot accelerates intelligent decisions for extended Financial Planning and Analysis (xFP&A). Download our AI white paper today, and reach out to us to request a demo.
