Solver Is Now ‘Fulfilled by Acumatica’ – What Does That Mean?

Solver recently announced that our leading Corporate Performance Management (CPM) solution is now listed as ‘Fulfilled by Acumatica.’ This is BIG news because it makes Solver’s planning, reporting and dashboard solution the top choice for Acumatica users.

What Does Solver ‘Fulfilled by Acumatica’ Mean?Solver Is Now ‘Fulfilled by Acumatica’ – What Does That Mean?

Solutions that are ‘Fulfilled by Acumatica’ must be developed by official Acumatica partners to integrate directly into Acumatica, and they must meet a wide range of Acumatica-specified requirements. Once these solutions prove that they meet all the requirements, Acumatica validates the solution internally and provides it as a preferred option for customers.

In short: the effortless integration between Solver and Acumatica makes Solver the go-to solution for reporting and dashboards in Acumatica Cloud ERP.

With Solver, Acumatica users can finally gain custom and fully informed insight into their business’s financial performance without having to resort to the hassle of non-validated third-party add-on solutions or tiresome export / import processes.

Template-driven ‘Fulfilled by Acumatica’ solutions are much easier for customers to use… but, we admit, getting to this stage took some pretty hard work from the Solver development experts.

What Does It Take to Be ‘Fulfilled by Acumatica?’

To become a ‘Fulfilled by Acumatica’ solution and an Acumatica Certified Application, Solver’s dev team had to:

  • Guarantee seamless compatibility between Acumatica ERP and Solver CPM
  • Ensure data consistency within the Acumatica environment
  • Confirm that Solver does not impair the overall performance of Acumatica
  • Prove that Solver was developed by certified Acumatica developers and includes all necessary product information
  • Demonstrate that Solver ‘Fulfilled by Acumatica’ meets stringent security standards

After meeting these requirements, Solver needed to be independently validated by Acumatica. After that, Solver was finally granted its official designation as a ‘Fulfilled by Acumatica’ solution.

What Integrated Features Does Solver + Acumatica Offer?Solver Is Now ‘Fulfilled by Acumatica’ – What Does That Mean?

Because Solver is fully integrated with Acumatica, your business can rely on the fact that your critical data used in reporting and dashboards will be drawn directly from your ERP. This helps ensure much better report accuracy than other, older integration methods.

You’ll also never have to worry about losing access to your reports because Solver ‘Fulfilled by Acumatica’ will always be compatible with Acumatica’s latest releases. (For those of you who have experienced the extreme frustration of losing access to your software after an incompatible update, this feature will be a huge relief.)

What Does It Take to Set Up Solver ‘Fulfilled by Acumatica’?

Solver and Acumatica’s streamlined integration delivers something unique in the industry: instant reporting and dashboard creation.

When we say instant, we mean it: Solver ‘Fulfilled by Acumatica’ gets you the reporting insight you need in literally ONE DAY.

Here is how this works:

  • In ONE DAY, Solver’s patent-pending QuickStart Wizard will automatically map your GL and Chart of Accounts data in Acumatica to your fully customizable reports in Solver.
  • This “mapping” process will also instantly light up the 50+ Power BI financial dashboards that Solver delivers out of the box.
  • At the end of Day One, you will achieve in-depth, comprehensive financial insight, drawn directly from your real-time Acumatica data.

Trust us: you’ve never seen anything like this. You’ve never seen comprehensive core reporting setup completed this quickly. If you are looking for a lightning-fast setup and more comprehensive insight into your financials, look no further than Solver.

How to See Solver ‘Fulfilled by Acumatica’ for Yourself

Stop by Solver’s booth at Acumatica Summit 2021 to see Solver ‘Fulfilled by Acumatica’ in action or check out the on-demand Acumatica Tour online at your convenience.


Get Better Reporting in Acumatica in ONE DAY


Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Experience Leader and Trust Leader in Dresner Advisory Services’ 2020 Industry Excellence Awards, Microsoft BI Partner of the Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners.


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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 is important to communicate the significance of a budget to all employees so they take pride and ownership of it. Don’t make complex templates as the goal in estimating for the coming year. If employees can’t have small variances, then they will make decisions that only impact their results against the budget and not what is in the best long-term interest of the organization.
Your budget should should be an approximate estimate of how the company will do in the coming year. Provide information on how investment money can be spent. This is based on the strategies and initiatives of the company. The goal should not be to budget down to each dollar.
For example, one company budgeted down to an employee cost of $6.52 per month per employee. The company was asked whether the cost could be estimated as a total for each department, but they claimed they needed it down to the dollar. However, budgeting at the department level and allowing a five percent variance would have had no impact on the decisions that the company made. Another important item to ask yourself is “what is an acceptable variance for an organization?” For instance, if there is a five percent variance in the revenue, then would this impact the decisions that the company will make in the coming year?

Personnel Budgeting Template

Personnel budgeting has an immense impact for organizations due to the high proportion of costs of an organization. A personnel budgeting template has similarities across all companies. There are many variables to consider, such as the type of raise, how many raises, overtime, bonuses, commissions, taxes, benefits, and IT costs to name a few. It is also important to know whether to budget by employee or by position.
Budgeting by position enables an organization to ignore employee names, terminations, and having to hire employees to replace a terminated employee. It also allows budgeting by multiple employees. As an example, a template can allow a manager to input how many accountants should be employed, what the average salary is, and what the average raise would be. If a company is budgeting by employees then each accountant should be listed. The employee’s exact salary, his/her expected raise, and all other information specific to each employee should be included as well. Budgeting by employee will be more accurate if there is little employee turnover, but it also requires more work.
Other items to keep in mind with personnel is how to allocate monthly salary, which impacts tax and benefit calculations. Allocate salary evenly by work days, by calendar days, and by pay periods. There are other ways as well. Another item to consider is separating out full-time and part-time employees, as there may be differences in the benefits that are allocated to part-time employees, such as overtime and 401k. These are all calculations that must be built into the payroll form.

Assumptions Template

A great first step is creating an assumptions template, which allows an administrator to enter data. This will impact the calculations of many templates, and it does not have to be hard-coded into the templates themselves. This data will flow from the form into all other templates. An assumptions template should include payroll tax rates, a worker’s compensation rate, and a benefit rate. The number of days in each month also matter.
The data from the assumption form will then flow into the payroll form.
There may also be a need to allocate an employee across multiple departments. In this case, there are two options: 1) Budget every employee to a “dummy” department and then allocate the salaries, taxes, and benefits in new template. 2) Upload the employee information into each department and enter the number of hours allocated to each department. This ensures there is an administrator report that checks to verify that an employee does not exceed 2,080 hours a year.
Many companies use another template called the capital expenditures template. This particular template allows users to enter capital expenditures that are projected into the coming year. This also calculates depreciation, typically on a straight-line basis. The asset type is typically chosen because each asset type has a specific life. A capital expenditures template should include asset type, department, purchase description, purchase month, purchase price, and quantity. The capital expenditures and the monthly depreciation are summarized at the bottom of the template.

More information

If you would like to get a better understanding of the budgeting templates above, you can download the free ebook here. Beyond using the right templates, it is important to have the right team and infrastructure in place to implement a successful budgeting strategy. Take the time on the front end to set budgeting goals that line up with your overarching organizational goals.
We also recommend to ask for help! By asking for help within the right channels, you can ensure the right sounding board that can guide you through the process with minimal time wasted and designed for maximum efficiency. At Solver, we have a team of experience professionals that have taken on countless projects like this one. Between the power of BI360 and their expertise, you have all you need to set yourself up for success.
Solver enables world-class decisions with BI360, a leading web-based CPM suite made up of budgeting, reporting, dashboards, and data warehousing, delivered through a web portal. Solver is reinventing CPM with its next generation solution. BI360 empowers business users with modern features including innovative use of Excel in the model design process. If you’re interested in learning more, our team is excited to hear about your organizational needs and goals.

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