Solver
by Solver
· Based in United States →
— Financial Planning and Analysis (FP&A) Software for Modern Finance Teams
Subscription-based, per user per month or year.
Documentation ProvidedRegulatory Status Disclosed
Overview
Solver is an AI-accelerated Extended Financial Planning & Analysis (xFP&A) platform designed for modern finance teams, including those in healthcare. It provides tools for budgeting, forecasting, reporting, consolidation, and analysis from a unified data source.
Who it is for: Solver is primarily for CFOs, financial controllers, FP&A managers, and senior accountants within healthcare organizations. This includes hospitals, health systems, clinics, senior living communities, and behavioral health providers.
How it fits a clinical or practice workflow: While not a clinical tool, Solver integrates financial and operational data from various systems, including ERP, EHR, and HR. This allows healthcare leaders to gain insights into margins, labor costs, and service line performance, supporting strategic decision-making and cost control. It aims to automate data collection and reduce manual efforts associated with spreadsheets.
Notable Capabilities:
- Solver Copilot AI: This feature allows finance and operations teams to use natural language to ask questions about financial data, identify trends and anomalies, and receive predictive recommendations and AI-generated reports.
- Data Warehouse: Unifies data from various sources into a single platform for consistent analysis.
- QuickStart Integrations: Offers pre-built connectors for ERP systems like Microsoft Dynamics 365, Sage Intacct, and Acumatica, facilitating rapid deployment.
- Native Excel Experience: Provides a familiar interface for reporting and analysis.
Reviewed by Pouyan Golshani, MD — Interventional Radiologist
Key Features
- AI-accelerated FP&A
- Budgeting & Forecasting
- Financial Reporting
- Financial Consolidation
- Data Warehouse
- Solver Copilot AI (Anomaly Detection, Predictive Recommendations)
- Excel-Native Experience
- ERP Integrations
- Industry-Ready Templates
- KPI Tracking & Ad-Hoc Analysis
Use Cases
- Strategic financial planning and decision-making
- Automating financial reporting and consolidation
- Unifying financial and operational data
- Identifying trends and anomalies with AI
- Managing job costs and profitability in construction
- Planning and reporting across healthcare departments and service lines
Details
| Category | General Productivity (AI Assistants), Physician Finance & Tax, Practice Management & Scheduling |
| Pricing |
Subscription-based, per user per month or year.
|
| Deployment | Cloud (Microsoft Azure) and Private Host (on-premise or hosted). |
| API Available | Unknown |
| Data Export | Unknown |
| Languages | English, Spanish, French, German, Italian, Portuguese, Danish, Norwegian |
| Training | Unknown |
| Target Size | Mid-market to enterprise |
| Compliance | |
| BAA Available | Yes AI-estimated |
| HIPAA Compliant | Yes AI-estimated |
| FDA Status | Not applicable AI-estimated — unknown |
| SOC 2 | Yes AI-estimated |
| GDPR | Yes AI-estimated |
| Integrations | |
| EHR | Not specified |
| Specialties | Family Medicine, Hospital Medicine, Internal Medicine |
Social Proof
| Customers | unknown |
| Notable | Pine State Trading |
Support & Reliability
| Training Provided | Unknown |
What the Web Says
Solver is a cloud-based Extended Financial Planning & Analysis (xFP&A) solution that unifies planning, reporting, consolidation, and analytics. It aims to help organizations make faster, more intelligent decisions by providing customized insights and streamlining financial and operational processes. The platform is noted for its Excel-based functionality and QuickStart integration technology.
Overall: PositiveStrengths
- Ease of use and intuitive interface for report creation.
- Significant time-saving in financial reporting and analysis due to automation.
- Robust reporting templates and flexibility in data analysis.
- Seamless integration with various ERP systems, including Microsoft Business Central and Sage.
- Cloud-based accessibility, allowing users to work from anywhere.
- Strong customer support with quick response times and knowledgeable consultants.
Limitations
- Implementation process can be challenging or complex.
- Steep learning curve for some users, especially for advanced customization and planning features.
- Budgeting portion may not handle complicated scenarios with multiple departments and funding sources easily.
- Occasional outages for integrations/jobs.
- Error messaging is not always clear and concise.
- Some users have experienced a loss of functionality after upgrading to newer versions.
Based on reviews from: G2, SelectHub, Capterra, Reddit, Gartner Peer Insights, Software Advice, SaaSHub
Last updated: 2026-07-19
Ratings & Reviews
No reviews yet. Be the first to review this tool!
Rate Solver
Press & Coverage
PR Newswire
Solver and Pine Services Group Announce Partnership to Expand AI-Accelerated FP&A Across Portfolio
Solver announced a strategic partnership with Pine Services Group to offer its AI-accelerated extended financial planning and analysis (xFP&A) solution to ERP customers, aiming to improve budgeting, forecasting, reporting, and financial visibility for mid-market organizations.
2026-06
PR Newswire
Solver Releases Analysis Agent Powered by Solver Copilot
Solver has released its Analysis Agent, powered by Solver Copilot, as part of its AI-first initiative to enhance data analysis and decision-making across various industries, including healthcare.
2025-11
Solver
Solver Releases New Microsoft Fabric Integration
Solver announced its new integration with Microsoft Fabric, enhancing financial planning and analysis capabilities by leveraging Microsoft Fabric's unified data foundation for improved reporting and budgeting.
2025-10
PR Newswire
Solver Releases xFP&A Nonprofit Industry Solution Models to Meet Industry Challenges
Solver released an industry solution designed to improve planning, reporting, consolidation, and analysis for nonprofit organizations, addressing challenges related to varying funding sources and program measurement.
2025-04
Solver Blog
AI in Supply Chain: Predictive Analytics that Reduce Demand Volatility
This article discusses the role of AI in supply chain management, focusing on predictive analytics to reduce demand volatility, a topic that has gained significant attention from finance leaders due to global disruptions.
2026-06
Solver Blog
Solver ASCEND 2026: Sessions To Sharpen Your FP&A Skills
This blog post promotes Solver's annual ASCEND 2026 conference, highlighting sessions designed to enhance FP&A skills for customers and partners.
2026-07
Solver
AI-Accelerated xFP&A Software for Healthcare Finance Teams
Solver offers an AI-accelerated xFP&A solution for healthcare organizations to unify financial and operational data, optimize budgeting, cost management, and service line performance, and connect with leading EHR, EMR, and ERP systems.
unknown
Solver
Solver Compliance & Security | SOC 2 Type II & HIPAA
Solver highlights its SOC 2 Type II and HIPAA compliance, emphasizing its enterprise-grade security built on Microsoft Azure to protect data for finance teams in regulated industries, including those handling protected health information (PHI).
unknown
Videos
Product demos, reviews, and walkthroughs for Solver.
Excel Solver - Example and Step-By-Step Explanation
Leila Gharani
How to Use Solver in Excel (Quick and Easy)
Excel Tutorials by EasyClick Academy
Solver Suite Tour - Budgeting Administrator
Solver
Full tut now posted #diy #diyideas #md #craftideas #murderdronesepisode8 #absolutesolver #solver
Blue<3
Solver (2017) | Full Movie | Mystery | Adventure
Indie Rights Movies For Free
Excel Solver & Goal Seek Tutorial
Kevin Stratvert
Frequently Asked Questions
Solver is a financial planning and analysis (FP&A) software designed to optimize financial planning, budgeting, and data management. For medical practices, it can streamline operations by tracking cost centers, regulatory expenses, and patient billing variations, ultimately enhancing budgeting accuracy and operational efficiency.
Yes, Solver is SOC 2 Type II and HIPAA compliant, with enterprise-grade security built on Microsoft Azure. It is designed to meet the compliance requirements of finance teams in regulated industries, and business associates must sign a Business Associate Agreement (BAA) before handling Protected Health Information (PHI).
Some well-known alternatives to Solver's Clinic Management System include Epic, Carepatron, and ModMed. These platforms offer various features for medical practice management, electronic health records (EHR), and billing.
Solver's pricing is not publicly available, and interested users are advised to contact the vendor directly for detailed pricing and plan options. However, pricing is generally based on the number of users, with different license types such as 'Users' and 'Viewers' offering varying levels of functionality.
While Solver offers many benefits, some users have noted that it can take a significant amount of time to learn and build reports, potentially requiring frequent access to support. Additionally, troubleshooting problems and maintaining functionality after upgrades have been mentioned as potential challenges.
Yes, Solver is designed for seamless data integration and can connect with major ERP and accounting systems like Microsoft Dynamics, SAP, and Oracle. For healthcare, it can unify financial and operational data by connecting EHR, ERP, and HR data.
Solver provides robust tools for building detailed budgets and forecasts, automating data collection, validation, and reporting. It offers customizable and transparent reporting, allowing healthcare organizations to track multiple cost centers, regulatory expenses, and patient billing variations for better financial visibility and decision-making.
Suggest an Edit →
| Last Verified: 2026-07-20 | First Added: 2026-07-19