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Instant Access to 100+ Ready-to-Use Reports, Dashboards, and Budget Forms in just one day.

Budgeting and Forecasting

Budget, Forecast, and Model with Diverse Data Types

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Automated budgeting and forecasting provide business leaders with a comprehensive tool for planning investments, controlling costs, and analyzing performance. Modern budgeting solutions offer process automation, time savings, and improved accuracy, allowing you to manage future financial expectations.

Solver's CPM Software Suite includes a budgeting module that centralizes budgets, generates detailed reports, and automates financial forecasts with visual dashboards for easy sharing. These features seamlessly integrate with Solver's broader solutions, enhancing financial management.

Explore our xFP&A software examples or our Solver Template series. Contact us to see how our software can transform your business.

Solver Planning Features

  • Excel Design/Web Delivery

  • Automatic Spreading

  • Workflow

  • Unlimited Budget versions

  • Templates & User Defined Input Forms

  • Budget at any level of detail in any area

  • Multi-year, month, week, day input

  • What-if analysis and Modeling

  • Allocations

  • Text Comments

  • Fully integrated with Solver Suite

Cloud-Based Budgeting and Forecasting Software From Solver

Support your organization’s planning processes through robust features like:

  • Excel design, web delivery: Solver delivers input form design in a familiar cloud-connected Excel interface, while users enter data through a scalable and versatile web portal.

  • Automatic budget spreading: Spread a budget value over the period you choose, including quarterly or seasonal trends.

  • Complete budgeting and forecasting workflow: Design an automatic budgeting and forecasting workflow that passes tasks between your staff members smoothly.

  • Unlimited budget versions: Create as many versions of a budget that you need to get an accurate idea of your financial future.

  • Templates and user-defined input forms: Start with one of our predefined budget templates or create tailored input forms for faster finance planning

  • Budget in any area and at any level of detail: Add as many or as few details as you need to create the ideal budget for your organization.

  • Input budgets for multiple years, months, weeks or days: When you need to develop repeat budgets, Solver will let you input them for more than one year, month, week or day.

  • What-if analysis and modeling: Through what-if analysis and modeling features, you can test how changes in a value will impact the rest of your finances.

  • Allocations: Define allocations for critical spending areas to improve your ability to stay within budget.

  • Text comments: Clarify your budget workflows, predictions and changes with text comments.

  • Complete integration with the Solver suite: Solver’s budgeting and forecasting module integrates with its reporting, dashboard and data warehouse modules.

Speak with an expert team member today and begin taking advantage of Solver xFP&A software.

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The Benefits of Budgeting and Forecasting Software Tools

When you choose a budgeting and forecasting solution from Solver, you can:

  • Collect real-time, accurate data automatically

  • Track sales performance in relation to budgets and forecasts

  • Increase control of revenue and expenses

  • Compare performance with key performance indicators

  • Inform your business strategy with robust financial data

Empower Growth

If you don’t have a budgeting and forecasting software, you’re likely doing all of this financial management manually in Excel or similar tools. Accurately planning your finances this way can become difficult, and presenting them to your team? Even more difficult.

Solver’s Corporate Performance Management suite solves common challenges that financial managers face such as:

  • Manual data collection: With Solver, you can automatically collect financial data so that you can focus your efforts on other tasks.

  • Reporting errors: Solver’s seamless data integration and dynamic input will keep information consistent throughout your reports and budgets.

  • Miscommunication among departments: Automatic workflows will notify your staff members when they need to take action so that every task gets addressed.

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Integrations

The latest forecasting technology allows you to estimate your financial outcomes based on past data on a weekly, monthly or annual basis. These aspects of financial planning provide critical insights and competitive advantages for your company.

Instant Access to 100+ Ready-to-Use Reports, Dashboards, and Budget Forms

Once QuickStart setup is complete, you’ll have full access to Solver Marketplace, the one-stop shop to download 100-plus beautifully designed reports, dashboards, and budget forms at no extra cost. Each asset is completely plug-and-play and built to fill crucial business requirements. Click here

Try Out Interactive Dashboard Examples

Interact with Financial and Budgeting Dashboards specific to your industry. Click here

Take a Self-guided Tour

Welcome to the Solver tour. In this in-depth video series, you’ll learn all about what Solver offers and who it’s built for. Enjoy the tour! Click here

Our Proven Track Record

For over 18 years Dynaworx has provided skilled resources and acclaimed solutions to assist your businesses in their growth journeys.  Our products include Solver, Corporate Performance Management, to assist you with all your data analytics and reporting requirements, Microsoft Dynamics GP and Dynamics Business Central for all your ERP needs, Dynamics Payroll & HR for all your payroll and Human Capital management needs, as well as an experienced team of consultants to assist, advise and guide you through any implementation.

Who we worked with:

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