A clearer view of performance. A stronger plan for growth.
Budgeting, forecasting and reporting built around your projects, people and clients.
Connect financial results with the drivers behind them, so finance and delivery teams can understand performance, review assumptions and plan the next move.
Projects evolve. People deliver. Your finance view needs to keep up.
Give finance, project leaders and budget owners a shared structure for the figures and assumptions behind business performance.
01
Understand project profitability
Bring project revenue and costs into agreed reporting views, so your team can investigate margin drivers and explain changes while work progresses.
02
Connect pipeline and forecasts
Review expected revenue, project timing and planning assumptions together. Update the outlook as opportunities and delivery plans change.
03
Plan around people and capacity
Explore staffing costs, billable hours and utilisation assumptions alongside the financial plan, using the source information and definitions your firm agrees.
04
See performance across the group
Use consistent reporting structures across entities, regions and service lines, with the mappings and consolidation requirements your finance team needs.
A closer look at Solver
From financial results to the drivers behind them.
Explore genuine professional services templates from Solver’s Marketplace. Use these examples to discuss the measures, source systems and planning models relevant to your firm.
Genuine Solver templates. Illustrative data.
Bring the business picture together
Compare actual and budget revenue and expenses alongside client billing and pipeline estimates. Give leadership a shared view of the financial and project measures that matter.
Identify the project margin report, revenue forecast, workforce plan or management pack, its source information and the people who contribute.
02 · Explore the right structure
Review your projects, clients, service lines, entities and planning assumptions, alongside integration and review requirements.
03 · See how Solver could support it
Use a relevant professional services scenario to explore the reports, planning inputs and workflow your finance team would need.
Customer story
See how BGSF brings structure to budgeting.
Explore the requirements behind a professional services customer’s approach.
BGSF · Professional services
Moving beyond manually managed spreadsheets
BGSF’s budgeting and forecasting process relied on Excel and driver-based calculations. The firm needed a more structured approach across its divisions.
Using Solver alongside Microsoft Dynamics 365 Finance and Operations, departments could update their own budgets, with reporting integrated into the planning process. Explore the full story in the Solver UK case study.
Useful starting points for a conversation about fit, scope and implementation.
Can reporting reflect our projects, clients and service lines?
Reports can be configured around the relevant dimensions available in your data. We agree how projects, clients, departments, service lines and entities should be represented, starting with your required outputs.
Can we work alongside our existing finance and project systems?
Solver UK reviews your ERP, project and other required sources to establish the appropriate integration, mappings and update approach. The solution supports reporting and planning alongside your transactional systems.
Can forecasts include pipeline and workforce assumptions?
Planning models can include the revenue, timing, staffing and cost assumptions relevant to your firm. We discuss where that information comes from, how contributors update it and how forecasts should be reviewed.
Can we consolidate reporting across multiple entities?
We review your group structure, reporting currencies, account mappings and consolidation requirements. The configured solution can support an agreed group view with the supporting detail finance needs.
What would implementation and pricing involve?
Scope depends on the reports, data sources, planning models, users and workflows required. A requirements discussion helps Solver UK outline the work, involvement and proposal relevant to your firm.
Resources for your evaluation
Make your next conversation more useful.
Explore the professional services guide or share a consolidation overview with colleagues. Both open directly as PDFs.
SOLVER · PDFProfessional services guide
Industry whitepaper
Where could Solver fit in your firm?
Explore reporting and planning examples for professional services. This earlier guide provides useful starting points; product details may have changed since publication.
