AI Financial Planning Software for Modern FP&A

Transform Your Financial Planning

Excel-based budgeting creates data silos, version confusion, and slow approval cycles that hold finance teams back. Solver's AI-accelerated xFP&A solution unifies budgeting, forecasting, and personnel planning on one cloud platform, automating data collection, streamlining approvals, and giving finance teams a single source of truth across every plan and forecast.

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Everything Your Team Needs to Budget and Forecast

Excel Design, Web Delivery

Design budget input forms using the native Excel design experience your team already knows. Business users submit department data through a scalable web portal, eliminating manual workbook collection entirely.

Automatic Budget Spreading

Distribute values across any period structure automatically, including quarterly and seasonal patterns, saving hours of manual entry.


Workflow and Approvals

Route budget tasks to the right team members automatically and notify them when approvals are needed, keeping every cycle on track with a full audit trail.

Unlimited Budget Versions

Model as many scenarios and iterations as needed without overwriting prior work.


Ready-to-Use Planning Templates

Start with configurable, industry-specific planning templates from the Solver Template Marketplace or build fully tailored input forms to match your planning process.

Key Benefits of Solver for Budgeting and Forecasting

  • Automate data collection and eliminate manual spreadsheet errors across every budget cycle

  • Eliminate data silos and increase forecast accuracy with a single source of truth across every department and entity

  • Inform business strategy with actionable insights that go beyond the finance department
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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... providing a clear view from top to bottom.”

Finance ERP Project Manager, The Associated Jewish Community Federation of Baltimore, Inc.

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Solver Marketplace Templates for Budgeting & Forecasting
Top-Down Forecast
Budget with Departments
Personnel
Consolidated Budget
B652 - PL - Breakback (Driver Based Top-Down Forecast)
R248 - Consolidated Budget with Department
B204 - Personnel
R248 Consolidated Budget

Explore Solver for Planning, Budgeting, and Forecasting.
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Planning Software Built for Your Industry

Budgeting, forecasting, and workforce planning shaped around the way your industry runs.

Ready to Transform Your Planning?

See how Solver Planning automates budgeting and forecasting for teams like yours.
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Solver for Planning | Frequently Asked Questions