AI-Accelerated xFP&A Software for Financial Institutions


Financial institutions and family offices manage complex regulatory reporting, multi-entity consolidations, and volatile interest income and expense forecasts, often across disconnected core banking, general ledger, and loan systems that slow down close and board reporting cycles.

Solver's AI-accelerated xFP&A solution unifies core banking, general ledger, loan, and deposit data on one cloud platform, automating regulatory reporting, budgeting, and consolidations while giving finance teams a single source of truth across every branch and entity.

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Key Challenges Facing Banking Organizations

Financial institutions face mounting pressure to modernize reporting, tighten regulatory compliance, and forecast performance across branches and business lines, all while working within lean finance teams.

 

How Financial Institutions Benefit from Solver

Efficient: Automate Regulatory and Board Reporting

Automate data collection and report generation across branches and entities, reducing manual spreadsheet work and freeing finance teams to focus on analysis instead of data wrangling. Financial institutions that move from Excel to Solver typically reduce budget cycle time by up to 50%.

Accurate: Gain a Single Source of Truth

Unify core banking, general ledger, loan, and deposit data on one platform so every branch and business line reports from the same trusted numbers, with a full audit trail. Solver's flexible SQL architecture lets your finance team adapt reports and dashboards as needs change, without dedicated IT support.

Intelligent: Forecast Loans, Deposits, and Margin with Confidence

Model net interest income, loan and deposit growth, and expense scenarios quickly, giving finance leaders the insight to plan with confidence in shifting rate environments.

AI-Accelerated Insights with Solver Copilot

Ask Solver Copilot plain-language questions about branch performance, margin, or regulatory metrics and get instant answers, helping finance teams spend less time pulling data and more time acting on it.

Transform Your Financial Institution's Performance

Solver's AI-accelerated xFP&A solution gives banks, credit unions, and financial institutions one platform to budget, report, and analyze performance across every branch and entity. With Solver's QuickStart deployment, finance teams get pre-built reports, dashboards, and budget forms ready to use in days, not months. From regulatory filings to board reporting to daily KPI tracking, Solver replaces disconnected spreadsheets with a single, trusted source of truth.

Budget and Forecast with Confidence

Build organization-wide budgets and forecasts for loans, deposits, net interest income, non-interest income and expense, personnel, and capital purchases. Automate data collection and approvals so every department and branch works from the same numbers.

Streamline Regulatory and Financial Reporting

Automate Excel and web-based reporting and consolidations across branches and entities, including month-end reconciliations from sub-ledgers to the general ledger, reducing the manual work behind call reports and other regulatory filings.

Track Performance with Dashboards and Solver Copilot

Monitor branch profitability, loan and deposit KPIs, and benchmarking through interactive dashboards, then ask Solver Copilot plain-language questions to surface trends and anomalies without waiting on IT or building new reports.
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Solver Marketplace Templates for Financial Institutions

CFO Power BI Dashboard
Executive Power BI Dashboard
Loan Performance Dashboard
Member Profitability
Executive Dashboard
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50%

Reduction in reporting & consolidation cycle time — Desert Financial Credit Union

“The tool is extremely simple and easy to train. It makes our entire reporting and budgeting process seamless.”

Ann Prettyman, Assistant Vice President and Controller, Desert Financial Credit Union

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Ready to Transform Your Financial Institution?

See how Solver's AI-accelerated xFP&A solution helps banks, credit unions, and financial institutions budget, report, and forecast with confidence.
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Solver for Financial Institutions | Frequently Asked Questions