Planning

    Budgeting and Forecasting

    Transform Your Financial Planning

    Take control of your budget with intelligent software that delivers precise forecasts and streamlines your planning workflows. Modern businesses need more than spreadsheets to navigate complex financial landscapes, they need automated solutions that turn historical data into actionable insights.

    Solver's advanced budgeting platform empowers leaders to make confident investment decisions, optimize cost control, and build accurate financial models that adapt to your business needs, whether you're planning weekly cash flows or multi-year strategic initiatives.

    Strategic & Forward-Looking

    With the budgeting module in the Solver xFP&A Suite, you can manage budgets all in one place, create detailed reports, and automate financial forecasts while presenting them in visual graphs and dashboards that you can share with the team.

    These features integrate with the rest of Solver’s solution to reimagine the way you manage your company’s finances.

    Explore the Solver Suite for Planning

    Take your planning to the next-level with xFP&A

    Cloud-Based Budgeting and Forecasting Software

    Cloud-Based Budgeting and Forecasting Software

    Support your planning process with powerful features like:

    • Excel design, web delivery: Design forms in cloud-connected Excel; users enter data through a scalable web portal.
    • Automatic budget spreading: Distribute values across periods, including quarterly or seasonal trends.
    • Collaborative workflow: Automate budgeting and forecasting tasks across team members.
    • Unlimited versions: Create as many budget iterations as needed.
    • Templates and user-defined input forms: Start with predefined templates or create tailored forms to streamline planning.

    How Can xFP&A Improve Your Financial Operations?

    How Can xFP&A Improve Your Financial Operations?

    Manual Excel-based financial planning creates unnecessary complexity and presentation challenges.

    Solver addresses common challenges:

    • Manual data collection: Automatically collect financial data, freeing up time for other tasks.
    • Reporting errors: Seamless data integration ensures consistency in reports and budgets.
    • Miscommunication: Automatic workflows notify staff when action is needed, ensuring tasks are addressed.
    Solver Architecture

    The Benefits of Budgeting and Forecasting Software Tools

    When you choose Solver for budgeting and forecasting, you can:

    • Collect real-time, accurate data automatically
    • Track sales performance in relation to budgets and forecasts
    • Increase control of revenue and expenses
    • Compare performance with key performance indicators
    • Inform your business strategy with robust financial data

    Tailored xFP&A for Your Industry

    Whether you are in construction, nonprofit, SaaS, senior living, or another industry, we pride ourselves on delivering powerful, extended financial planning and analysis (xFP&A) solutions for your business.

    construction

    Construction

     

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    Nonprofit

    Nonprofit

     

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    saas

    SaaS

     

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    Senior Living

    Senior Living

     

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    “We no longer need to manually build, edit, blend, and upload multiple Excel workbooks. Now, individual business users can input their own department data into one central template. The smaller agency budgets flow seamlessly into the overall budget, saving time, reducing errors, and providing a clear view from top to bottom.”

    Devorah M., Finance ERP Project Manager.