Powerful Senior Living Planning, Reporting and Analysis
Senior living success demands speed, precision, and complete visibility across every community and level of care. The most competitive operators align staffing, occupancy management, cost control, and financial performance to turn data into action fast.
Solver's AI-accelerated xFP&A solution unifies your operational and financial data on a single platform. Get the visibility and intelligent insights needed to control labor costs, optimize occupancy, and drive profitability across your portfolio.
Key Challenges Facing Senior Living Organizations
Senior living organizations struggle with staffing volatility, disconnected operational systems, and rising costs that make fast, confident financial decisions nearly impossible.
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Staffing Shortages and Labor Cost Volatility
Recruiting and retaining qualified caregiving and clinical staff remains difficult amid high turnover and competition across the broader healthcare industry. Heavy reliance on costly agency staffing strains margins further. Without consolidated workforce data, operators struggle to spot staffing trends before they become expensive last-minute gaps.
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Occupancy and Revenue Visibility
Occupancy remains the most critical driver of senior living performance, yet many operators lack an up-to-date view of census, revenue, and margin across communities and levels of care. Disconnected systems make it difficult to see which properties are outperforming and which need attention.
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Regulatory Compliance and Reporting Complexity
Navigating complex, evolving regulations tied to Medicare, Medicaid, safety, and resident rights requires detailed, accurate reporting to maintain licensure and accreditation. Manual, spreadsheet-driven processes slow the reporting cycle and increase the risk of costly compliance gaps.
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Fragmented Systems Across Communities
ERP, EMR, payroll, and scheduling systems rarely communicate with each other. Finance teams are left manually stitching together data from multiple sources across every community, creating delays, errors, and blind spots between the office of finance and day-to-day operations.
How Senior Living Organizations Benefit from Solver
Workforce Planning and Labor Cost Control
Model staffing scenarios and forecast labor costs across every community. Connect organization-wide data so leaders can spot staffing trends and act before gaps become expensive.
Occupancy and Revenue Visibility Across Communities
Track census, revenue, and margin by community and level of care in one place. Quickly spot which properties need attention.
Streamlined Regulatory and Compliance Reporting
Generate professionally formatted reports with drill down analysis. Stay ahead of Medicare, Medicaid, and licensure requirements without manual, spreadsheet-driven processes.
AI-Accelerated Insights with Solver Copilot AI
Ask questions in plain language about occupancy, staffing, and margins. Solver Copilot surfaces trends and insights instantly.
Transform Your Senior Living Organization
Senior living leaders need accurate, timely reporting to make confident, intelligent decisions. Solver unifies operational, staffing, and financial data into powerful reports, dashboards, and planning tools accelerated by AI that drive smarter decisions and faster action across every community.
Get the Full Picture Across Every Community
Solver becomes the single source of truth for your senior living organization by integrating data from ERP, EMR, payroll, and scheduling systems. Finance and operations leadership get accurate occupancy, labor cost, and margin data by community and level of care. Everything stays current and in one place.
Forecast Staffing and Protect Your Margins
Senior living margins are driven by staffing ratios, agency reliance, and occupancy that are constantly shifting. Solver brings together workforce and financial data so you can model labor costs across every community, anticipate staffing gaps, and make proactive decisions before they become problems.
Maximize Margins with Accurate, Community-Level Budgeting
Move your budgeting process to the cloud. Create detailed, community-level budgets based on actual labor, occupancy, and operating costs, with all stakeholders contributing to the same live plan. Solver Copilot helps identify risks and opportunities you might otherwise miss before they impact your bottom line.
“My favorite Solver feature is the customized drill down in reports. This allows our finance team to drill down into financials for on the spot analysis.”
FP&A Manager, Agrace Health
Solver Marketplace Templates for Senior Living
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Solver for Senior Living | Frequently Asked Questions
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What is senior living financial planning and reporting software?
Senior living financial planning and reporting software unifies occupancy, staffing, and financial data from your ERP, electronic medical record (EMR), and payroll systems into one platform. Rather than relying on disconnected spreadsheets, senior living operators use it to budget, forecast, and report on performance across every community and level of care.
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How is Solver different from spreadsheets for senior living operators?
Spreadsheets require manual data entry, version control, and reconciliation across every community, increasing the risk of errors. Solver automates data collection from your existing systems, giving finance and operations teams a single source of truth for occupancy, staffing, and financial performance, without the manual upkeep spreadsheets require.
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How does Solver track occupancy and margin by community?
Solver connects ERP, EMR, payroll, and scheduling data so finance and operations leaders can see occupancy, revenue, and margin by community and level of care in one dashboard. This makes it easy to identify which properties are outperforming and which need attention, before small issues affect the bottom line.
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Which ERPs and EMRs does Solver connect to?
Solver connects to leading ERP and financial systems including Acumatica, Microsoft Dynamics 365 Business Central, Sage Intacct, SAP Business One, Oracle NetSuite, and Salesforce, along with HubSpot and Microsoft Fabric. This allows senior living operators to unify financial and operational data without replacing systems already in place.
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How long does Solver implementation take for senior living?
Implementation timelines vary based on the number of communities, entities, and systems involved, but Solver's QuickStart Deployment is designed to get senior living operators up and running quickly. Your Solver team will provide a timeline specific to your organization's scope during the evaluation process.
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How does Solver Copilot help senior living finance teams?
Solver Copilot lets finance and operations teams ask questions in plain language about occupancy, staffing, and margins. It surfaces trends, anomalies, and insights instantly, helping senior living leaders spend less time pulling data and more time acting on what it shows them.