AI Analysis and Dashboard Software for Modern FP&A

Solver for Analysis | Frequently Asked Questions

• What is analytics and dashboard software for finance teams?

  Analysis and dashboard software gives finance and operational teams structured tools to visualize performance data, track KPIs, and identify trends across departments and entities. Solver connects directly to your ERP and other data sources, centralizes the data in a single warehouse, and delivers pre-built and custom dashboards through Microsoft Power BI and Excel for every user level in your organization. 

• How is Solver different from Excel for financial analysis?

  Unlike Excel, dedicated FP&A tools like Solver automate data connections, eliminate manual pulls, and update dashboards automatically as new data arrives. Every stakeholder gets access to consistent, up-to-date analysis without building or maintaining spreadsheet models. The result is faster insights, fewer errors, and no version reconciliation across duplicate workbooks. 

• How does Solver Copilot AI support financial analysis?

  Solver Copilot includes an Analysis Agent designed specifically for xFP&A workflows. The Analysis Agent detects data anomalies, identifies trends across your financial and operational metrics, generates charts on demand, and provides predictive recommendations based on your actual data. It is available in the United States and runs on Microsoft Azure with enterprise-grade data privacy. 

• Which ERP systems does Solver connect to for analytics?

  Solver supports ERP analytics across Microsoft Dynamics 365, Sage Intacct, Acumatica, SAP Business One, Oracle NetSuite, QuickBooks, and dozens of other data sources through its Data Warehouse. All data is loaded into a single, analysis-ready warehouse so dashboards and KPI reports always reflect a consistent, consolidated view regardless of how many source systems your organization uses. 

• How long does it take to implement Solver for analytics and dashboards?

  Most organizations are live with Solver dashboards and analysis templates within days using Solver’s QuickStart deployment program. QuickStart connects your ERP, loads your data into the Data Warehouse, and provisions a library of pre-built industry-specific dashboard and analysis templates so your team can begin exploring and visualizing data without a lengthy implementation project. 

• How does AI improve KPI analysis and decision-making with Solver?

  Solver Copilot is built for AI FP&A workflows, surfacing what matters without requiring manual investigation. The Analysis Agent monitors your data continuously, flags unusual variances, identifies emerging trends, and generates chart-based insights on demand. Finance teams spend less time building reports and more time acting on the patterns Solver surfaces automatically across every metric and dimension. 

• Can CFOs access financial reports without relying on the finance team?

  Yes. Solver's self-service portal gives management direct access to user-friendly reports and performance monitoring without waiting on finance to surface data. This closes the gap between data collection and meaningful action so leadership can make critical decisions faster.