--- title: "Solver Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Solver the right Dashboard solution for you? Explore 83 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/160355/BI360/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Solver 4.5 (83) [View alternatives](https://www.capterra.com/p/160355/BI360/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Solver Ease of use 4.2 Customer Service 4.3 ## Pros and Cons in Reviews DC Dev C VPComputer Software, 201 - 500 employeesUsed the software for: More than 2 years. “They have a new AI upgrade called Copilot 2 that should make FP&A much easier.“ August 13, 2025 LL Lisa L Senior Director, FinanceOil & Energy, 501 - 1,000 employeesUsed the software for: More than 2 years. “Smaller Canadian presence making it harder to find out about new features and updates.“ August 13, 2025 Luis A Director, Financial Planning and AnalysisNon-Profit Organization Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Bringing information together to make it more clear and actionable.“ August 13, 2025 Luis A Director, Financial Planning and AnalysisNon-Profit Organization Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “I have learned so much in the short time of my use of the program.“ August 13, 2025 Jacob K Senior Data Analyst ConsultantFinancial Services, 501 - 1,000 employeesUsed the software for: More than 2 years. “I love the simplicity and efficiency!“ August 13, 2025 ## Showing most helpful reviews Showing 1-25 of 83 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jacob K. Senior Data Analyst Consultant Financial Services Used the software for: 2+ years ### "Proud Partner! " August 13, 2025 5.0 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 VR Verified Reviewer Senior Planning and Analysis Manager Hospitality Used the software for: Less than 6 months ### "Great product! Keep up the great work, keep listening to the users!" August 18, 2026 5.0 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 CS Christy S. ERP Systems Administrator Commercial Real Estate Used the software for: 2+ years ### "Pricey and difficult to use " September 5, 2017 3.0 Pros It integrated well with our ERP system. Once the financial statements we created were finalized, it was easy to run them monthly and save a lot of time producing our monthly financial statements. Cons If you have intercompany transactions, the "live" database isn't able to report more than one company at a time. This means you have to use the static database, which they recommended we only update once per day. On a tight close, sometimes you catch and make changes the same day as you're producing financials and this can be cumbersome. This was extremely unclear to us before we bought this software. Additionally, I am an ADVANCED Excel user. I am the company's go-to for Excel questions. So imagine my surprise when I struggled helplessly for hours trying to figure out the Excel version of the tool! It is by no means intuitive. We actually had to pay to bring in a consultant to train us on how to use it because the company's 3 divisional controllers (myself included) couldn't create a financial statement despite reading on Solver's website and watching tutorials. Review Source CC Charmel C. Controller Non-Profit Organization Management Used the software for: Less than 6 months ### "Budgeting & Reports for fun!" August 19, 2026 4.0 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 VR Verified Reviewer Director Budget Hospital & Health Care Used the software for: 2+ years ### "Experience with Solver" August 14, 2025 4.0 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 DC Dev C. VP Computer Software Used the software for: 2+ years ### "Solver Review" August 13, 2025 5.0 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/) Reason for choosing Solver The forecasting and budgeting features were more advanced than the alternative product we reviewed. Review Source VR Verified Reviewer Director, Financial Planning and Analysis Non-Profit Organization Management Used the software for: 1-2 years ### "Solver makes reporting come alive" August 13, 2025 5.0 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 KD Kyle D. Director of FPA Investment Management Used the software for: 2+ years ### "Ascend - The Hidden Treasure " August 12, 2025 5.0 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 Blake P. Financial Analyst Sports Used the software for: 1-2 years ### "Solver is Great!" August 13, 2025 4.0 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 Wajeeh R. AM Finance Hospital & Health Care Used the software for: 2+ years ### "Best CPM and BI software" June 28, 2019 5.0 it is very easy to integrate with the software. also you can link multiple data sources in bi360 datawarehouse Pros easy integrations with our Microsoft Dynamics Gp software. Cons cloud services got stuck some times but overall its good Review Source TJ Tricia J. Director, Planning & Analysis Philanthropy Used the software for: 2+ years ### "flexibility, efficiency from integration of data" August 24, 2017 4.0 Pros report designer, excel interface of budget templates, flexibility of data classification (dimension attributes) Cons netsuite integration, customizations in net suite don't allow for automated data feed. Speed and perfomance issues rendering budget templates to Excel. Review Source AC Anna C. Associate Director of Finance Philanthropy Used the software for: 1-2 years ### "Positive Budgeting Experience" August 22, 2017 4.0 Pros It is able to adapt to our reasonably complex budgeting process. It is very easy to create new scenarios for future budget periods and has limited overhead required. Cons Staff members with poor excel skills struggle to enter data correctly or think there are issues with the budgets when it is user error (however they have struggled with previous software we have put in place) Review Source TC Trishia C. Finance Information Systems Manager Financial Services Used the software for: 2+ years ### "Ease of use" August 24, 2017 4.0 Pros Works with Excel Customer Support Ease of use Cons Hours of support are hard to work with when you are on the east coast and support is on the west coast. Review Source RC Roxanne C. CFO Executive Assistant Government Administration Used the software for: 6-12 months ### "Great product" August 22, 2017 5.0 Need more training conferences such as this Solver Focus 2017. This has been an excellent experience. Pros Simple, yet complex. Ease of use takes practice and hands on approach. Having Excel knowledge previously allows for better understanding of the BI360 Suite Cons It takes a lot of time to learn and build reports. Trial and error will occur. Need to access the support website and consultants often. Review Source JD Joann D. Manager of Data Operations Civic & Social Organization Used the software for: 6-12 months ### "BI360 has been helpful in providing our financial reports to our users" August 23, 2017 4.0 Pros Our IT team is able to create reports easily and deliver to our users through portal with support of our partner and solver. Cons I wish there was one place in Report Designer to see all the report settings and an easier ETL tool to upload information from our financial and association management software. Review Source JE Jeremy E. Managerial Accountant Computer Software Used the software for: 6-12 months ### "Great software, very customizable" August 23, 2017 4.0 Good stuff! Pros customization and the amount of possible applications. Integration possibilities with all systems that companies use Cons reporting via data trees doesnt work as expected/designed. tough to implement all pieces of the software without someone experienced in it. Review Source MS Michael S. Controller Accounting Used the software for: 6-12 months ### "New User That Is Excited About the Possibilities" August 24, 2017 4.0 Pros Flexibility in doing cross-functional analytics and reporting Ease of distribution and self-service possibilities for report users Cons Longer initial design required than expected. Determining best practices are not as apparent as hoped. Review Source CM Christopher M. Owner Used the software for: 6-12 months ### "Great CPM software" February 26, 2019 5.0 Pros If you need a really good corporate performance management solution that will have everything from budgeting to forecasting. This is your software. With a bunch of different modules available on this software, it will suite most business needs Cons Little difficult to learn, not very non tech savy for people like myself. Mostly due to the different modules. Review Source NJ Neal J. Vice President/CFO Retail Used the software for: 6-12 months ### "Phenomenal B.I. Tool for the Money" August 23, 2017 5.0 A complete solution for Financial Reporting, Planning and Budgeting Pros Love that it runs entirely in Excel, the language of accounting and finance. Data Warehouse is easy to configure, easy to maintain. Has full Excel functionality in report building, dashboards, presentation styling, etc. Cons There could be a more robust training and help environment. Most of the users would benefit from a robust catalog of examples, ideas, and exercises to help build proficiency in the tool. Review Source MR Micheal R. Manager of Financial Planning and Analysis Legal Services Used the software for: Less than 6 months ### "Manager of Financial Planning and Analysis" August 23, 2017 4.0 Pros I like the integration with Microsoft suite of products. The flexibility of the period functions is exceptional. Cons I would like to see easier integration with Power Query, Power Pivot and Power BI. I would like to see the ability to have IF statements within the system. We use the Portal to have our employees run the reports and macros+conditional formatting are not available like in Excel Review Source LB Lee B. Director Of Financial Planning and Analysis Financial Services Used the software for: Less than 6 months ### "Great tool after you get past the learning curve" August 22, 2017 4.0 so far our company is liking the product. Need more time to learn the software and develop budgeting process. Pros Very Flexible, Allows for tons of Customization, Excel Based, nice portal features. The excel features allow us to have several power users . Cons Large learning Curve, level of customization means no real set of directions or core reports with product out of the box. Review Source CM Casey M. Channel Development Manager Computer Software Used the software for: Less than 6 months ### "Great Functionality and Time Saving tool" August 24, 2017 5.0 Solver has an outstanding Support team to help client get up and running! Pros Solver has the solution our clients use to create effective and helpful reports saving their organizations not only time but money. We hear how over and over the ease of use. Cons To successfully implement our clients need to get their entire organization to embrace the solution. Review Source JB Jennifer B. Construction Draw Adminsitrator Construction Used the software for: 6-12 months ### "An All in One for US" August 22, 2017 4.0 Can't wait to start using the data warehouse Pros Enables us to have all of our reporting come from the same software. Does not require us adding line items as in FRx or Management Reporter. Has functionality to show project level balances Cons When we first bought it, it was hard to use. We had zero training and it wasn't very user friendly. Review Source KE Kurt E. Financial Analyst Civic & Social Organization Used the software for: Less than 6 months ### "Financial Analyst" August 23, 2017 5.0 Looking forward to web version of Budgeting with workflows and assignments. Pros The Excel based interface and ease of use and configuration. Multi data sources including importing files. Cons Some data loads slower than expected especially our staffing patterns and payroll items. Newer user so may be report or input design. Review Source KO Kristopher O. BI360 Account Executive Computer Software Used the software for: 2+ years ### "KLO - Focus 2017" August 23, 2017 5.0 Pros The advancements they are making towards cloud and customer ease of use. This is a type of product that I am proud to stand behind. Cons The complexities of integration and setup seems to be a hot ticket item, but every company is different and those problems are solved on a case by case basis. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.