Solver

What Solver does

Solver is a Corporate Performance Management (CPM) and financial planning and analysis (FP&A) software provider serving mid-market and enterprise finance teams across nine or more verticals, including Manufacturing, Distribution, Retail, Healthcare, Construction, Nonprofit, Finance, SaaS, and Restaurant. Headquartered in Calabasas, California, the company was founded in 1996 and operates with 51–100 employees as a private entity.

The platform is built natively on Microsoft Azure and exposes a native Microsoft Excel modeling experience, supported by modules for Planning, Reporting, Consolidation, Analysis, and Data Warehouse, plus prebuilt data connectors for Dynamics 365, SAP, NetSuite, Salesforce, HubSpot, and Acumatica. AI features are delivered through Solver Copilot AI, which is explicitly powered by Azure OpenAI, and include anomaly detection, natural-language querying, predictive analytics, and the Analysis Agent capability released in late 2025. The company holds SOC 2 Type II and HIPAA compliance and integrates with Microsoft Fabric.

Solver monetizes through annual and monthly SaaS subscriptions, with three published tiers (Standard, Professional, Premium) on a quote-based pricing model. Revenue is supplemented by professional services for implementation. Distribution is a hybrid of direct enterprise sales and a multi-tier partner program, with a notable channel partnership with Pine Services Group (announced June 2026) providing access to 17 portfolio companies and more than 10,000 prospective customers.

Name

Solver

Legal name

Solver, Inc.

Website

https://solverglobal.com

Company type

Private

Founded year

1996

Operating status

Acquired

Headcount range

51–100 employees

Short description

Solver provides AI-accelerated extended financial planning and analysis (xFP&A) software on Microsoft Azure with a native Excel experience, serving mid-market and enterprise finance teams across nine verticals including Manufacturing, Healthcare, Distribution, and Restaurant.

Ownership category

akta.pro rank

Product category

Enterprise Financial Planning & Analysis (FP&A) Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

IT Incident, Problem & Change Management Platforms (HDAEALAI)

akta.pro secondary industries

Model Monitoring, Accountability & Incident Management (HDAAAMAF), Managed Detection & Response (MDR) (BPAEADAA)

Keywords

• Corporate performance management
• Financial planning analysis
• Budgeting forecasting software
• Financial consolidation reporting
• Excel-native fp&a

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS: Solver operates as a cloud-based SaaS platform with monthly or annual service plans. Customers pay subscription fees for access to the platform, with automatic renewal for additional periods. Payment may be collected directly or through authorized partners.
2. Professional Services: Consulting services available through Solver's consulting team for implementation and support.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Solver provides an AI-accelerated extended Financial Planning & Analysis (xFP&A) / Corporate Performance Management (CPM) platform delivered as cloud and on-premise software. The platform unifies budgeting, forecasting, financial reporting, multi-company consolidation, drill-down analysis, and KPI tracking on top of a data warehouse that ingests data from ERP and operational systems, all surfaced through a native Excel-based user experience. AI assistance (Solver Copilot) adds anomaly detection, trend identification, root cause analysis, and predictive recommendations.

Product overview

Solver is an AI-accelerated extended financial planning and analysis (xFP&A) platform with a native Excel experience. The core platform is Solver FP&A, which delivers budgeting, forecasting, reporting, and consolidation from a single source of truth. Key modules include Planning, Reporting, Consolidation, and Analysis, which work together with the Data Warehouse to unify financial and operational data. The platform features Solver Copilot AI as the built-in AI assistant, with an Analysis Agent for advanced anomaly detection and predictive recommendations. Additional add-on products include ERP Consolidator, Migration Mapper, Template Marketplace, QuickStart Deployment, and Integrations for connecting to various ERP and CRM systems. The platform serves multiple industries including Nonprofit, Manufacturing, Distribution, Retail, Construction, Healthcare, Finance, and SaaS.

Differentiator

Problem solved

Functional benefit

Brands

• Solver Copilot: AI-powered intelligent assistant providing anomaly detection, trend identification, root cause analysis, and predictive recommendations for financial planning and analysis.
• Analysis Agent

Products and services

• Solver FP&A AI-accelerated extended Financial Planning & Analysis (xFP&A) platform delivering budgeting, forecasting, reporting, and multi-company consolidation from a single source of truth, with native Excel-based reporting and a built-in AI assistant. Targeted at finance teams in mid-market to enterprise organizations.
• ERP Consolidator Pre-built connectors that consolidate ERP data from multiple sources into Solver for unified reporting and analysis.
• Migration Mapper Tool to map and migrate data when transitioning from legacy CPM systems to Solver.
• Template Marketplace Collection of configurable templates for planning, reporting, and analysis across various industries, sold as part of the Solver ecosystem.
• QuickStart Deployment Rapid deployment package with pre-built connectors for Microsoft Dynamics 365, Sage Intacct, Acumatica, and other ERPs to get planning, reporting, and analysis running quickly.
• Solver Consulting Services Professional consulting services from Solver's consulting team for implementation, configuration, and ongoing support of the FP&A platform.
• Supply Chain Management Solution AI-driven supply chain management solution for manufacturing, distribution, and logistics organizations that unifies financial and operational data including production, inventory, and workforce metrics.
• Restaurant Industry Solution Dedicated solution for multi-unit restaurant operators providing unit-level prime cost visibility and automated 13-period planning cycles, integrating with leading ERP systems including Acumatica, Microsoft Dynamics 365, and Sage.

Quantifiable outcome

• Budget season described as 'almost a breeze' by BGSF finance team
• +1 more outcomes

Named customers3 records

Segments10 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration22 records

AI capability8 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• Pine Services GroupcoreChannel Partner/ Reseller/ Distributor · 9 June 2026Strategic partnership to expand access to Solver's AI-accelerated FP&A platform across Pine's network of 17 companies and over 10,000 customers in North America, the United Kingdom, Ireland, and Australia.
• Microsoft FabriccoreTechnology or Integration · 28 October 2025New integration with Microsoft Fabric enhances Solver's AI-accelerated FP&A software for enterprise use. Allows users to connect Solver's tools directly with Microsoft Fabric's unified data platform, enabling advanced reporting, scenario modeling, and operational insights.
• Microsoft AzurecoreTechnology or IntegrationSolver is a multi-tenant solution powered by Microsoft Azure. Azure OpenAI services (inference-only mode) power Solver Copilot AI features. Customer data remains within Microsoft Azure infrastructure.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Board International: Board combines CPM, BI, and predictive analytics in one platform. Overlaps with Solver on financial planning, reporting, and consolidation modules.
• Prophix: Prophix is a CPM platform for budgeting, planning, consolidation, and reporting targeted at mid-market finance teams. Directly comparable product, buyer persona, and channel-led GTM.
• OneStream: OneStream is a direct CPM/FP&A platform competitor offering budgeting, forecasting, consolidation, and reporting with a unified model. Highly comparable product scope and mid-market to enterprise go-to-market.
• Planful: Planful (formerly Host Analytics) is a cloud-native FP&A platform serving finance teams with budgeting, forecasting, and reporting. Direct overlap in target buyer, product modules, and SaaS delivery.
• Vena Solutions: Vena is an Excel-native FP&A and CPM platform built on top of Microsoft Excel. Closest peer on the native-Excel differentiator that Solver emphasizes.

Broad incumbents

• Workday Adaptive Planning: Workday-owned Adaptive Planning is a broad incumbent in cloud FP&A with deep HR-finance integration. Competes head-to-head in enterprise FP&A deals with much larger footprint.
• Anaplan: Anaplan (now part of Cisco) is a connected planning platform spanning finance, sales, and supply chain. Overlaps Solver's planning and scenario modeling capabilities with a much larger enterprise footprint.
• insightsoftware: insightsoftware owns a portfolio of CPM/reporting tools (Longview, CXO, Acterys). Broad incumbent competing across financial close, planning, and operational reporting use cases.
• Oracle EPM (Hyperion): Oracle's EPM suite (formerly Hyperion) is the legacy incumbent in CPM, consolidation, and planning at large enterprises. Competes broadly with Solver in larger deals.
• SAP Analytics Cloud for Planning: SAP's cloud planning offering bundles BI, planning, and predictive capabilities, often bundled with SAP ERP sales. Broad incumbent overlap, especially with Solver's SAP Business One and ByDesign integrations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@SolverGlobal
• LinkedInlinkedin.com/company/solver
• Xx.com/SolverGlobal

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Solver