Solver Marketplace

Explore based on functionality (reports, planning, and dashboard templates), or use the search function to filter by integration, industry, or to find a template that fits your specific needs. Save templates to your favorites list and use the "Share Favorites" link to share the list with others. 

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Planning

Nonprofit Essentials - Form 990 Expense Allocation

The Form 990 Expense Allocation in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it lets finance teams set the functional allocation percentages that split each Form 990 expense line between Program Services, Management and General, and Fundraising. The template applies those percentages to current-year totals and shows the resulting dollar amounts.

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Planning

Nonprofit Essentials - Form 990

The Form 990 in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it assembles Form 990 content in a multi-tab workbook covering the header, compensation, revenue, expenses, and balance sheet parts. The Part IX Statement of Functional Expenses presents each expense line by Program Services, Management and General, and Fundraising.

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Planning

Nonprofit Essentials - Cash Flow Forecast

The Cash Flow Forecast in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it projects cash month by month over a 36-month horizon. A Projected Ending Cash dashboard charts the balance over time and summarizes key measures such as ending cash, the lowest projected balance, the month it occurs, average monthly inflows and outflows, and months of cash at the low point.

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