Solver UK · Resource Library

Better decisions start with the right resource.

Practical guides, checklists and product insights for finance teams. Find the resources that fit your next budget, report or finance conversation.

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41 resources · Free to explore

Checklist

Non-Profit Finance Cycle Readiness Checklist

Twelve questions to review your outputs, funding assumptions, responsibilities and traceability before the next finance cycle.

PDF · 6 pages · 756 KB

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Checklist

The Non-Profit Budgeting Software Evaluation Checklist

Questions to help you compare software providers on budget collection, contributor inputs, reporting, implementation and support.

PDF · 2 pages · 718 KB

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Guide

Can You Trace the Numbers Behind Your Finance Decisions?

Follow a finance figure through source data, mappings, controlled inputs, approvals and the final report.

PDF · 2 pages · 743 KB

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Guide

Where Solver Fits in Non-Profit Finance

An overview of how data, contributor inputs, finance logic and approvals connect to recurring planning and reporting outputs.

PDF · 4 pages · 821 KB

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Guide

Restricted Funding Planning and Reporting Review

A practical working review: trace one restricted grant through planning, delivery and reporting, then choose one improvement.

PDF · 9 pages · 752 KB

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Case study

Phoenix Mecano: Reporting and Budgeting with Business Central

How Phoenix Mecano addressed reporting and budgeting requirements beyond the out-of-the-box ERP functionality.

PDF · 2 pages · 398 KB

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eBook

Mission Amplified: Unlocking Nonprofit Potential with Solver

Explore nonprofit KPIs, planning and reporting approaches in this extended finance guide.

PDF · 25 pages · 20.6 MB

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Whitepaper

Faster and Better Decisions with Power BI and Solver

Explore how cloud BI and corporate performance management work together for reporting, analysis and budgeting.

PDF · 20 pages · 5.8 MB

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Whitepaper

Integrating Microsoft Dynamics 365 Finance to Solver Cloud

A guide to connecting Microsoft Dynamics 365 Finance with Solver for financial reporting and planning.

PDF · 15 pages · 5.4 MB

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Whitepaper

Trend Watch: The Future of Extended Financial Planning & Analysis (2025)

Five xFP&A trends discussed in the January 2025 whitepaper, with examples across selected industries.

PDF · 12 pages · 182 KB

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Datasheet

Solver for Construction

An overview of project reporting, dashboards, budgeting and forecasting for construction organisations.

PDF · 2 pages · 590 KB

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Datasheet

Solver Copilot

An introduction to the Copilot agent vision and its role in extended financial planning and analysis.

PDF · 2 pages · 1.0 MB

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Datasheet

Solver for SaaS

Explore planning, revenue analysis and finance metrics for subscription businesses.

PDF · 2 pages · 580 KB

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Datasheet

Solver for Senior Living

An overview of operational and financial planning for senior living organisations.

PDF · 2 pages · 595 KB

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Datasheet

Solver + Microsoft Dynamics 365

A concise overview of Solver integration, QuickStart and finance templates for Microsoft Dynamics 365.

PDF · 2 pages · 2.3 MB

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Datasheet

Solver + Sage

An overview of reporting, planning and QuickStart integration for Sage customers.

PDF · 2 pages · 2.4 MB

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Datasheet

Solver + Acumatica

Explore how Solver connects Acumatica data with reporting and financial planning templates.

PDF · 2 pages · 2.3 MB

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Datasheet

Solver Platform Overview

A starting point for understanding the Solver platform, data integration and finance workflows.

PDF · 2 pages · 2.2 MB

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Datasheet

Solver Migration Mapper

Understand how historical ERP data can be transferred and mapped to a new chart of accounts.

PDF · 2 pages · 289 KB

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Datasheet

Solver ERP Consolidator

Explore automated subsidiary general-ledger mapping for reporting across multiple ERP systems.

PDF · 2 pages · 2.0 MB

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Datasheet

Financial Consolidation with Solver

An overview of consolidated financial reporting across subsidiaries, divisions and business units.

PDF · 2 pages · 714 KB

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Datasheet

QuickStart and Template Marketplace for Acumatica

A one-page introduction to QuickStart integration and ready-to-use finance templates for Acumatica.

PDF · 1 page · 443 KB

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Datasheet

Solver + Microsoft Fabric

Explore bringing Microsoft Fabric data into Solver for planning, reporting and analysis.

PDF · 2 pages · 279 KB

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Datasheet

Standard Financial Consolidation Solution

An overview of the pre-built consolidation model and how it works with an organisation’s structure.

PDF · 2 pages · 1.7 MB

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Case study

Moller & Pérez-Cotapos: Consolidating Across 45 Entities

How Moller & Pérez-Cotapos approached the complexity of multi-entity financial reporting and consolidation.

PDF · 2 pages · 1.5 MB

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Whitepaper · Earlier edition