Financial Planning & Analysis Software

Solver

Cloud FP&A solution that improves the reporting and planning process.
Solver Financial Planning and Analysis Software
Scale For Growth

Cloud-Based Financial Planning and Analysis Software

Solver’s corporate performance management (CPM) solution automates and streamlines your financial and operational processes, so you can get total insight into your data to make better strategic decisions and gain a competitive advantage. Solver (formerly called BI360) offers robust out-of-the-box features that you can get up and running quickly and that will scale easily as your business continues to grow.

Armanino’s certified Solver implementation team can help you get the most out of the available tools, including:

  • Reporting & Consolidations
  • Publisher
  • Dashboards & Analysis
  • Budgeting, with workflow
  • Multi-currency support
  • Multi-entity support
  • Data Warehouse with pre-configured modules and easy-to-add tables and fields
  • Full integration into Microsoft Power BI

Designed for simple and immediate adoption, Solver is available as a cloud-based or on-premises CPM solution. Its report writer comes with generic and industry-specific templates that, like the budget template creator, use an Excel user interface. The Data Warehouse allows you to edit tables and merge fields quickly. And with the Publisher module, you can schedule reports individually or bundled, to be pushed out on specific dates and times on a one-time or recurring basis.

As a major Microsoft Premier ISV partner, Solver has a simple implementation process and interface for those familiar with Microsoft D365. Coupled with Armanino’s extensive experience with the D365 ecosystem, you can get complete support for all your tech solutions.

A Roadmap for FP&A Transformation: Adding True Value to the Business
White Paper
A Roadmap for FP&A Transformation: Adding True Value to the Business
Choosing the right FP&A solution is essential to achieving your organization’s goals but identifying the right path and technology can be difficult.

Hands-On Experience

Solver for Your Industry

If you need some assistance understanding Solver, our experts have the hands-on FP&A experience that leads to a deeper knowledge of the industry issues, operations and processes unique to your organization. We can help you explore your key needs in a CPM and determine how it can most dramatically improve your business.


Industries Served

  • Cannabis
  • Higher education
  • Real estate
  • Life sciences
  • Software & SaaS
  • Nonprofits
  • Professional services
  • Healthcare

We understand the pain points you battle each day — financial planning, data consolidation, analytics, reporting, internal controls, data security and more.

  • Process Transformation and Change Management – Armanino’s implementation team brings CFO, controller and budget leadership experience to facilitate process re-engineering and design to apply best practices.
  • Enterprise-Scale Project Management – Leveraging Armanino’s proprietary methodology, our experts can make sure your project goals are achieved on schedule and on budget.
  • CPA Firm Credibility – Our firm’s accounting foundation ensures that we are attuned to your internal control/compliance necessities to meet reporting requirements.


Expert

Solver Services

Managed Services

If you're looking for reliable technology support that is available to you when you need it, Armanino’s Managed Services packages help you minimize business and systems complexity, access technical and functional expertise, and ensure your applications are well-supported. All while enabling you to accurately forecast costs with monthly flat-rate options. We work with you to determine which plan fits your needs, then proactively partner with you to help you get the most out of your engagement.


Solver Insights Integration

Solver has pre-built integrations that give you total confidence because your data always reconciles and balances for a seamless planning process. If you have another solution you want to integrate with Solver, Armanino’s team of industry experts and experienced finance professionals can create a proprietary and Integrations Toolkits ecosystem.

These are a few popular integrations:

  • Sage Intacct X3, 500, 300 and 100
  • Salesforce
  • Dynamics 365 BC, F&O and Sales & Service
  • Dynamics GP – including new connector directly to on-premises
  • Acumatica
  • NetSuite
  • QuickBooks Online
  • SAP Business One & ByDesign
  • Solver Gateway for on-premise data sources

Solver Partners
Experts
Ryan Prindiville - Director, Consulting - San Ramon CA | Armanino
Partner
Ryan heads the Strategy and Transformation practice, providing management consulting, assessments and roadmaps for clie...
Bryan Rogers - Headshot
Senior Manager
Bryan Rogers is a Senior Manager in Armanino's Consulting midmarket practice. He has over 25 years of financial executi...
Scott Schimberg - Partner, Consulting - San Ramon CA | Armanino
Partner

Scott graduated from San Jose State University in 1991. He became a Certified Management Accountant in 1995 and obta...

Resources
Solver FP&A Insights
Webinars
Webinar
Technology is ever changing. Chief Financial Officer Marlena Wong will share how her organization was able to implement...
Blog articles
Article
Effective February 1, 2020, charitable organizations whose annual revenue is under $50,000 must file a new form along w...
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