Solver Suite for Professional Services

Powerful Reporting, Budgeting and Dashboards For Professional Services

Solver provides modern tools to automate planning, financial reporting and analytical processes, so that professional services companies can better manage financial reporting and budgeting, as well as performance metrics related to key operational areas, such as projects, consulting, forecasts, travel expenses, etc.

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Robust reporting. Collaborative budgeting. Consistently correct data.

Solver gives professional services companies full corporate performance management (CPM) capabilities, including budgeting and forecasting for different business units and projects. Modern financial and operational reporting helps control costs, measure profitability and consolidate operations. Current and accurate information is critical in today’s professional services industry. Solver can provide the detailed information executives need to proactively run their business and improve performance, billing and utilization.

Find examples of our CPM software in action or learn more from our Solver Template series.

Solver can be deployed to finance and accounting teams, as well as to operating departments to provide insight and to automate:

Microsoft Excel- and web-based reporting and consolidations
Data warehousing that can combine financials, payroll data, project data and more

With Solver, professional services companies will be able to:

Improve decision-making and control through self-service CPM
Automate budgeting, forecasting, financial reporting and consolidations, as well as project and staffing reports
Reduce costs and improve administrative business processes
Identify trends, track progress and continuously evaluate performance
Optimize staffing levels and utilization

Track client satisfaction and assess service needs
Increase accountability
Engage department heads and project managers in setting goals
Develop focused strategies

Solver and our global partner channel will assist with Solver implementations and long term support to aid professional service companies in monitoring performance and in meeting targeted goals and objectives.

Technology Overview

Solver is a modern, modular CPM suite that can be managed by business users:

Solver end user modules for Reporting, Budgeting and Dashboards
Solver Data Warehouse for rapid implementation storage of any kind of financial and operational data
Microsoft platform including SQL Server, Excel and Web interfaces

Pre-built integrations to all Microsoft Dynamics ERPs, Sage ERPs, SAP Business One, Acumatica, Intacct, Netsuite, Salesforce as well as other popular systems
Cloud and on-premises deployment options

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Powerful Reporting, Budgeting and Dashboards For Professional Services

Robust reporting. Collaborative budgeting. Consistently correct data.

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