--- title: "Solver Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Solver Software - reviews, pricing plans, popular comparisons to other Dashboard products and more." source_url: "https://www.capterra.com/p/160355/BI360/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Solver Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Solver ## What is Solver? Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to tailorable templates, allowing finance and management users to optimize planning, reporting, consolidation, and analysis processes. Users leverage familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver's budgeting and forecasting capabilities, this comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. Visit solverglobal.com. ## What is Solver used for? [Reporting](https://www.capterra.com/reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Data Warehouse](https://www.capterra.com/data-warehouse-software/) Top alternative Featured Overall rating Based on 83 user reviews Reviews sentiment Positive 92% Neutral 7% Negative 1% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Solver?[Manage this product listing](https://www.g2.com/products/solver/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Solver 4.5 (83) VS. [4.4 (1,400)](https://www.capterra.com/p/130949/Paycom/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (83) Ease Of Use 4.4 (1,872) Value For Money 4.3 (63) Value For Money 4.2 (1,275) Customer Service 4.3 (66) Customer Service 4.4 (1,210) ## Solver alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,893)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176586/Power-BI/) Highest Rated [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,101)](https://www.capterra.com/p/177042/Google-Analytics/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177042/Google-Analytics/) [Tableau](https://www.capterra.com/p/208764/Tableau/) [4.6 (2,362)](https://www.capterra.com/p/208764/Tableau/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208764/Tableau/) [View all alternatives](https://www.capterra.com/p/160355/BI360/alternatives/) ## FAQs about Solver Overview ### What problems does Solver solve? Solver solves slow, fragmented financial and operational reporting by consolidating multi-entity data, automating recurring report distribution, and letting teams build Excel-based reports, KPIs, and variance analysis without heavy IT support. Finance, accounting, FP&A, and departmental managers benefit most when they need faster close reporting, self-service access, and clearer visibility into project and department performance. Answer based on 58 reviews Overview ### Which roles and teams benefit most from Solver? Solver is most used by finance and accounting teams, including controllers, accountants, and financial analysts who need faster budgeting, reporting, and consolidations. Consultants and BI specialists use it to implement dashboards and streamline data workflows, while executives and IT managers rely on it for financial visibility, system integration, and decision support. Answer based on 83 reviews Overview ### What company size and industries is Solver built for? Solver is built primarily for midsize businesses, which make up 46% of reviewers, with strong small-business use at 42%. It serves organizations needing cloud-based xFP&A, especially in management consulting at 12%, computer software at 11%, and philanthropy at 9%, supporting planning, reporting, and decision-making beyond finance. Answer based on 83 reviews Features and Usability ### What are the key features of Solver? Solver includes core reporting and performance management features such as financial reporting, budgeting and forecasting, KPI monitoring, and dashboards with visualization. Reviewers most often highlight ad hoc reporting, drill-down variance analysis, multiple data sources through its data warehouse, and Excel-based report design with scheduled report distribution. Answer based on 41 reviews Integrations ### How good is Solver's data warehouse for reporting? Solver gives finance and operations teams a flexible data warehouse for combining multiple data sources and building custom reports. Many users like the Excel-based access, quick setup, and ad hoc analysis, while some larger or more complex environments report refresh limitations, timeouts, slower report rendering, and a need for better training. Answer based on 21 reviews Getting Started and Support ### How easy is it to onboard and train a team on Solver? Solver offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers say end users often ramp up quickly for reporting, while admins, planners, and form builders need more time due to a steeper learning curve. Teams also mention conference-based training as helpful, but want more tutorials and hands-on examples. Answer based on 17 reviews Getting Started and Support ### What customer support options does Solver offer, and how do users rate the experience? Solver offers email/help desk, a knowledge base, and chat. Users often describe support as responsive, knowledgeable, and easy to reach, with helpful staff during implementation and troubleshooting. Some reviews mention frustrations with unresolved technical issues, slower or less timely responses, and support hours that can be difficult across time zones. Answer based on 28 reviews Features and Usability ### How well does Solver handle budgeting and planning? Solver makes budgeting and planning easier for finance teams with Excel-based templates, flexible scenarios, and forecasting support. Many organizations value the faster annual budget process and self-service reporting, though some teams mention setup effort, occasional template performance issues, and pricing concerns for smaller or less fully deployed environments. Answer based on 21 reviews Features and Usability ### Is Solver easy to use for non-technical users? Solver feels familiar for many business users because the interface builds on Excel and keeps reporting accessible. Finance teams often find navigation and report creation straightforward after setup, but some non-technical users face a learning curve across modules and want clearer documentation, training paths, and simpler troubleshooting after upgrades. Answer based on 17 reviews ## Features AI summary Based on 2,582 Dashboard reviews Capterra data shows that buyers of Business Intelligence software rank the following features as their top priorities: - **Dashboard Creation** (**55%** of reviewers rated this feature as critical) - **Multiple Data Sources** (**60%**) - **Reporting/Analytics** (**53%**) Solver includes **Multiple Data Sources** and **Reporting/Analytics**, giving teams the ability to combine information from different systems and review performance through detailed analysis. However, it does not offer **Dashboard Creation**. Instead, it provides other features that reviewers also consider important, including **Data Connectors** (**50%**), **Data Import/Export** (**49%**), and **Data Visualization** (**47%**), helping businesses bring data together, present insights clearly, and support better decision-making across teams. Multiple Data Sources 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Allows users to manage data from a number of sources Reporting/Analytics 4.7 (6) 100.00% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Connectors 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Connect to big data sources Data Import/Export 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Visualization 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data Ad hoc Reporting 4.7 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Generate one-off reports that meet information requirements Solver 53 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Dashboard: Alter the layout and content of dashboards - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - ETL - Extract Transfer Load: Process of extracting and moving data from multiple sources to a single and unified database - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Functions/Calculations: Perform various mathematical calculations using the data - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Journal Entry Processing: Initiate, document and approve journal entries throughout the accounting cycle - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Match & Merge: Looking at data from different sources and finding possible duplicates, or identical matches - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Private Dashboards: Share dashboard screen within private user groups - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Public Dashboards: Publish dashboard publicly on various platforms - Receivables Ledger: A list of customers and their payments due updated on a monthly basis - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self-Service Reporting: Allow users to create their own reports and financial statements - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools --- Get Advice We can help you find the software with the features you need. Features 4.5 (83) 4.5 Based on 83 reviews ## Pricing Value for money 4.3 (63) ### Starting price Free trial available Value for money 4.3 (63) 4.3 Based on 63 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (66) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (66) 4.3 Based on 66 reviews ## User reviews Overall rating 4.5 Based on 83 reviews Filter by rating 5(46) 4(30) 3(6) 2(0) 1(1) Mentioned topic Sorted by most recent CC Charmel C. Controller Non-Profit Organization Management ### "Budgeting & Reports for fun!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 19, 2026 The Solver team is very informative and entertaining. So far, my overall experience is great especially this is my first conference. Pros The reporting capabilities including budgeting and planning and how to streamline the reports and making it more efficient for my organization. Cons I am fairly new to Solver, currently I don't see anything that I like least but I will provide feedback as I progress to learning and creating more reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Senior Planning and Analysis Manager Hospitality ### "Great product! Keep up the great work, keep listening to the users!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 18, 2026 We are pretty new at it but its much better than the system we were on previously. Our users have said great things about how easy it is to navigate. Pros Ease of use and familiarity with it being Excel based. I think that makes it much less of a barrier to entry. Cons I would like to see more types of licenses. Some of the licenses are pretty limited. If users could run thier own reports without having to have the most expensive license that would be a good intermediate level. Switched from [Infor CloudSuites (M3)](https://www.capterra.com/p/276113/Infor-M3/) It was not user friendly and overly complicated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director Budget Hospital & Health Care ### "Experience with Solver" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2025 I really enjoy Solver, and it has helped tremendously with my organization's annual budget planning process. Pros You can create any report and forms that you would like in Solver so it is powerful and flexible. In addition, you can also create modules that are not GL specific to keep track and store data. Cons The Solver Planning is complicated and not easy to learn and understand. It requires a lot of time to learn on how to create a form from end user perspective. I usually prefer our Solver consultant to create or modify forms for me. Switched from [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) The platform is not flexible. The formats are fixed and can not be changed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jacob K. Senior Data Analyst Consultant Financial Services ### "Proud Partner! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2025 I am a proud partner of Solver and enjoy working with it! I have been utilizing the product for 3 years now and still love what I do! Pros I love the simplicity and efficiency! It makes reporting and budgeting easier for my clients. Also, ad hoc reporting is an easy way for clients to view their data. Cons I would say that my least favorite part of Solver is the occasional outages for the integrations/jobs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director, Financial Planning and Analysis Non-Profit Organization Management ### "Solver makes reporting come alive" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2025 I have learned so much in the short time of my use of the program. I am very much looking forward to applying the non-financial reporting aspects to my organization. Pros Bringing information together to make it more clear and actionable. The learning curve has been steep (for me), but at the same time all the pieces come together well. Cons I am still discerning how much of any issue I have is user error or something else. There are plenty of times when a simple data error causes something not work. I am still learning about that. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director of Finance and Technology Hospitality ### "My Review :)" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 13, 2025 It was great Pros I like the flexibility it offers when creating the reports. Cons It could have more integrations with other systems available Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Blake P. Financial Analyst Sports ### "Solver is Great!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 13, 2025 Pros I like the data warehouse aspect of solver and the different ways you can bring in data from multiple different sources. Cons The way to refresh data is running a job everyday. I wish this could automatically update when new transactions are made. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LL Lisa L. Senior Director, Finance Oil & Energy ### "Solver reporting tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 13, 2025 Knowledgeable staff and quick response times. Looking forward Copilot V2 for variance analysis and charts. Pros Solver is an excellent reporting tool for businesses with multiple entities, offering a comprehensive view of the consolidated business and drill-down capabilities to investigate variances. Cons Smaller Canadian presence making it harder to find out about new features and updates. Solver Ascend conference was helpful for this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DC Dev C. VP Computer Software ### "Solver Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 13, 2025 Positive. Great customer service and friendly people. They succeed by making you successful in your FP&A function. Pros Ability to customize reports and the new AI features. They have a new AI upgrade called Copilot 2 that should make FP&A much easier. Cons Past bugs that have been resolved for several years now. Solver migrated to the cloud several years back and has a much improved product since. Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) Reasons for choosing Solver The forecasting and budgeting features were more advanced than the alternative product we reviewed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KD Kyle D. Director of FPA Investment Management ### "Ascend - The Hidden Treasure " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2025 Customized and personalized. From the software to the people you work with. Data driven decicions making. Pros Customized reporting allows you to adapt to you organizations unique reporting requirements. If you can imagine it you can build it. Cons The possibilities are endless, similar to excel. It can be overwhelming at first but there are so many resources, it becomes a very powerful tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/160355/BI360/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.