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Financial Planning & Analysis


Solver

Home » Products » Solver

Solver for Acumatica – Financial Planning

Solver for Acumatica is a comprehensive Extended Financial Planning and Analysis (xFP&A) solution designed to transform your financial reporting and planning through automation and real-time analytics. It empowers finance teams and business leaders with intuitive dashboards and seamless integration for your cloud ERP, allowing you to access critical insights and make data-driven decisions immediately. Solver provides your business with enterprise-grade finance analysis capabilities, along with a quick, streamlined implementation and rapid ROI.

Manual financial reporting processes and disconnected spreadsheets can prevent you from gaining timely insights and maintaining accuracy in your financial planning and analysis. Companies relying on basic reporting tools or disparate data sources often struggle with time-consuming consolidations, delayed reporting cycles, and potentially inaccurate forecasts. Without real-time visibility into performance metrics and KPIs, it can be a struggle to adapt quickly to market changes and maintain competitive advantage in an increasingly dynamic business environment.

Integrating Solver with your Acumatica ERP allows you to automate critical financial management processes while maintaining a single source of truth for your business data. With an intuitive Excel-based interface, pre-built templates, and QuickStart integration technology, users can begin generating insights immediately. Leveraging an innovative template marketplace and rapid deployment methodology, your team can be up and running in just one day, with immediate access to over 50 dashboards, comprehensive reporting templates, and dynamic budgeting models designed to meet your evolving business needs.

Accelerate Financial Insights with Rapid Deployment
  • One-Day Implementation: Get your financial reporting and analytics running in hours, not weeks, through our QuickStart integration technology
  • Excel-Based Interface: Leverage familiar tools that your team already knows, eliminating extensive training requirements and ensuring rapid adoption
  • Pre-Built Template Library: Access over 50 ready-to-use dashboards, reports, and budgeting models designed according to industry best practices
  • Automated Data Integration: Eliminate manual data consolidation with direct connections to your Acumatica ERP and other business systems
Strategic Decision-Making
  • Dynamic Dashboards: Monitor KPIs and performance metrics in real-time with interactive visualizations that highlight critical trends
  • Automated Financial Reporting: Generate presentation-ready financial statements and reports with the click of a button
  • Comprehensive Planning Tools: Create, modify, and track budgets and forecasts with flexible modeling capabilities
  • Cross-Functional Analytics: Enable departments beyond finance to analyze relevant data for better decision-making
Ensure Data Accuracy
  • Centralized Data Management: Consolidate financial and operational data from multiple sources into one reliable platform
  • Automated Data Validation: Reduce errors and inconsistencies with built-in data verification and reconciliation tools
  • Version Control: Track changes and maintain audit trails for all financial reports and planning documents
  • Secure Access Controls: Manage user permissions and data access with role-based security features
Scale with Confidence
  • Flexible Architecture: Add new data sources and reporting requirements without system overhaul
  • Template Marketplace: Access new templates and reporting models as they’re released, at no additional cost
  • Multi-Entity Support: Handle complex organizational structures with advanced consolidation capabilities
  • Cloud-Based Platform: Ensure accessibility and collaboration across your organization with secure cloud deployment

Solver – Key Features

Financial Planning & Analysis

  • Real-time budgeting and forecasting tools
  • Interactive what-if scenario modeling
  • Rolling forecast capabilities
  • Driver-based planning support
  • Multi-currency handling
  • Automated variance analysis
  • Cash flow forecasting
  • Project-based budgeting
  • Customizable planning workflows
  • Advanced allocation methods

Acumatica Integration

  • QuickStart one-day implementation
  • Real-time data synchronization
  • Pre-built report templates
  • Automated data refreshes
  • Multi-entity support
  • Direct GL integration
  • Dimensional reporting support
  • Historical data access
  • Automated data validation
  • Sub-ledger analytics

Reporting & Analytics

  • Pre-built financial statement templates
  • Interactive executive dashboards
  • KPI tracking and visualization
  • Automated report distribution
  • Custom report designer
  • Drill-down capabilities
  • Ad-hoc analysis tools
  • Consolidated financial reporting
  • Multiple reporting hierarchies
  • Automated report scheduling

Template Marketplace

  • 50+ pre-built dashboards
  • Industry-specific templates
  • Customizable report layouts
  • Best practice financial statements
  • Ready-to-use budget models
  • Executive-level visualizations
  • Departmental reporting packages
  • Compliance report templates
  • Performance metric dashboards
  • Operational analytics templates

Ready to take the next step?

Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

Get in touch!

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