What does Solver add to Microsoft Dynamics AX?

Solver adds extended financial planning and analysis (xFP&A) to Microsoft Dynamics AX. Beyond the native SSRS and Management Reporter tools and basic budgeting in AX, Solver gives finance teams reporting, budgeting, forecasting, consolidation, and dashboards on one cloud platform, combining AX data with other key sources in a single source of truth that reaches beyond the finance department.

How is Solver different from Excel for Dynamics AX reporting and budgeting?

Solver keeps the Excel design experience your team knows while removing the manual work of building, emailing, and combining workbooks. Reports and budget forms connect to Dynamics AX data instead of exported files, driver-based models automate forecasting, and audit controls track every change, so leaders work from one accurate version of the numbers.

Which Solver reporting option works with my version of Dynamics AX?

Solver offers two ways to report on Dynamics AX data. Hybrid Reporting supports live reporting directly from AX 2009 and is not available for AX 2012 or AX 2012 R2 and later. Solver Gateway moves AX data into a dedicated Solver environment for reporting, budgeting, forecasting, and dashboards, which keeps the reporting load off your production system.

What Dynamics AX data can Solver report on?

Solver supports both general ledger and sub-ledger reports and dashboards for Microsoft Dynamics AX. Because Solver includes a data warehouse that supports unlimited data sources, you can also combine AX data with CRM, payroll, and other operational data, giving finance and department leaders a complete view in one tool.

How long does it take to implement Solver for Dynamics AX?

Solver's patented QuickStart integration and ready-to-use templates are designed for rapid deployment. Your timeline depends on your AX version, the reporting option you choose, and the number of entities, data sources, and custom models in scope. Your Solver team or implementation partner will confirm a timeline during scoping.

How does Solver Copilot AI work with Dynamics AX data?

Solver Copilot AI includes two agents. The Help Agent answers product and application questions instantly. The Analysis Agent provides chart generation, anomaly detection, trend analysis, and predictive recommendations on data in Solver, including Dynamics AX data. Solver Copilot is built on OpenAI GPT within Microsoft Azure, and user input never trains the model. Available in the United States.

AI-Accelerated Microsoft Dynamics AX Integration for Finance Teams

Microsoft Dynamics AX runs your transactions, but its native reporting and basic budgeting tools only go so far. Solver extends Dynamics AX with planning, reporting, consolidation, and analysis on one cloud platform, using Solver Gateway or Hybrid Reporting to turn AX data into a single source of truth for finance and operational leaders.

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Built for Dynamics AX, Connected Your Way

Solver is built for Microsoft Dynamics AX. Choose the reporting approach that fits your AX version and your system: report live from AX 2009, or move AX data into a dedicated Solver environment built for reporting, budgeting, forecasting, and dashboards. Find Solver in the Microsoft Marketplace.

Hybrid Reporting for AX 2009

Hybrid Reporting lets teams on Microsoft Dynamics AX 2009 run live reports directly against their AX system, so finance works from current ledger data without exports. Hybrid Reporting is available for AX 2009 only. It is not available for AX 2012 or AX 2012 R2 and later.

A Dedicated Environment with Solver Gateway

Solver Gateway moves Microsoft Dynamics AX data out of your production system and into Solver, a dedicated environment for reporting, budgeting, forecasting, and dashboards. Reporting workloads stay off your production ERP while your team works from a single source of truth.

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Watch an in-depth video series on what Solver offers and how the QuickStart integration for Microsoft Dynamics AX helps your team reach better decisions sooner.

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Reports and Forms Designed in Excel

Design reports and budget input forms in Solver's Excel add-in, using the spreadsheet skills your team already relies on.

General Ledger and Sub-Ledger Visibility

Create GL and sub-ledger reports and dashboards for Dynamics AX that extend what native AX reporting provides.

Automated, Driver-Based Budgeting

Replace time-consuming manual budget and forecast models with dynamic, driver-based models that update as your assumptions change.

Every Key Data Source in One Tool

Bring AX data together with your other key data sources in a single tool for streamlined reporting and analysis.

Scenarios Before Commitments

Model what-if scenarios and run simulations so you can respond to market shifts with the strategy that holds up best.

Insight Leaders Can Share

Turn complex data into graphs and dashboards that are easy to share, so insights reach leaders across your organization.

When Native AX Tools Stop Keeping Up

Outgrowing SSRS and Spreadsheet Models

Microsoft Dynamics AX includes financial reporting through SQL Server Reporting Services (SSRS) and Management Reporter, plus basic budgeting. As organizations grow, many finance teams find those tools no longer cover what leadership needs, so they fill the gap with manual Excel models or a separate planning tool that does not integrate well with AX. Solver replaces that patchwork with an AI-accelerated xFP&A solution built for Dynamics AX, so budgets, forecasts, reports, and dashboards all draw from the same governed data.

Every Finance Workflow, Connected to Dynamics AX

Reporting, consolidation, budgeting, and analysis run on the same data, so every team works from one set of numbers.

“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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See how Solver's AI-accelerated xFP&A solution turns your Dynamics AX data into a single source of truth for reporting, budgeting, forecasting, and analysis.

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