What does Solver add to HubSpot?

Solver adds extended financial planning and analysis (xFP&A) to HubSpot. It combines HubSpot data with your other key business data to create a single source of truth for advanced planning, reporting, consolidation, and analysis. Finance teams design reports and budget forms in an Excel add-in, automate forecasts with driver-based models, and share insights through dashboards.

Can Solver combine HubSpot data with other business data?

Yes. Solver consolidates your key data sources into a single tool for streamlined reporting and analysis. HubSpot data can sit next to financial and operational data from other systems, so finance teams build reports, budgets, and forecasts from one consistent set of numbers instead of reconciling separate exports.

What is the QuickStart integration for HubSpot?

QuickStart is Solver's patented integration technology. It gives finance and management users immediate access to a collection of ready-to-use reports and budget models, so teams can get up and running quickly. From there, users can create any additional report or planning model with familiar Excel-based functionality.

Do my users need to learn a new tool to build reports?

No. Reports and budget forms are designed in Solver's Excel add-in, so users work with Excel-based functionality they already know. This keeps adoption simple for finance and management users while giving them advanced reporting, budgeting, forecasting, and dashboard capabilities that go beyond standard spreadsheets.

How does Solver help with budgeting and forecasting?

Solver automates time-consuming budgeting and forecasting with dynamic driver-based models. Teams can model scenarios, run simulations, and build what-if analyses to compare financial strategies, which helps improve prediction accuracy and respond faster to market shifts. Budgets, forecasts, and reports are all managed in one place.

Is Solver built for HubSpot?

Yes. Solver is built for HubSpot as an application for advanced planning, reporting, consolidation, and analysis. An in-depth video tour explains what Solver offers and how the QuickStart integration for HubSpot accelerates better decisions, and a Solver datasheet is available for a closer look.

AI-Accelerated HubSpot Integration for Finance Teams

HubSpot holds the marketing, sales, and service activity that shapes revenue, but that data often sits apart from the numbers finance plans against. Solver's AI-accelerated xFP&A solution brings HubSpot and your other key business data together on one cloud platform, giving finance teams a single source of truth for planning, reporting, consolidation, and analysis.

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Based on customer reviews on

Patented QuickStart Integration

Solver's QuickStart integration technology gives finance and management users immediate access to a collection of ready-to-use reports and budget models, so your team can get up and running quickly with HubSpot data.

Excel-Based Design

Create any report or planning model with familiar Excel-based functionality. Reports and budget forms are designed in Solver's Excel add-in, which keeps adoption simple for every user.

Take the HubSpot Tour

Explore a video series on Solver's planning, reporting, consolidation, and analysis capabilities, and see how the QuickStart integration for HubSpot accelerates better decisions.

Take the Tour

CRM and financial data in one place

Combine HubSpot with your other key business data so every plan, report, and analysis starts from the same numbers.

Excel skills, extended

Your team designs reports and budget forms in a tool that already feels familiar, with no steep learning curve.

Budgets driven by the business

Replace time-consuming manual updates with dynamic driver-based models that automate budgeting and forecasting.

Plans that keep pace with the market

Model scenarios and run simulations so your team can respond quickly when conditions shift.

More accurate forecasts

Advanced budgeting and forecasting tools improve prediction accuracy and streamline the planning process.

Insight for the whole company

Easy-to-share graphs and dashboards make findings accessible to leaders across the organization.

From Customer Activity to Financial Clarity

Connected Data, Clearer Decisions.

HubSpot unifies marketing, sales, customer service, and operations tools in one CRM. Finance still needs that activity next to the rest of the business to budget, forecast, and report with confidence. Solver turns HubSpot data into a strategic asset by consolidating your key data sources into a single tool, so you can manage budgets, automate forecasts, and generate detailed reports without switching between systems.

Reporting, Consolidation, Budgeting, and Analysis for HubSpot

Core finance workflows that put CRM data to work alongside the rest of your business.

“Solver was the budgeting tool that we needed to help us improve our painful processes. Now, budget season is almost a breeze!” — Nycole Rosen, VP of Technology, BGSF

Why Finance Teams Call Solver a Leader in FP&A

G2 users recognize Solver as a Leader for financial planning and analysis, with finance professionals across nonprofit, manufacturing, distribution, and dozens of other industries relying on it daily. Whether you're a mid-market team or a global enterprise, Solver gives you one platform to budget, report, consolidate, and analyze with confidence. Nycole Rosen, VP of Technology at BGSF, put it plainly: "Now, budget season is almost a breeze."

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Ready to Connect Solver to HubSpot?

See how Solver's AI-accelerated xFP&A solution brings HubSpot data into planning, reporting, consolidation, and analysis for your finance team.

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