Build a Faster, More Controlled Budgeting and Forecasting Process

Bring budgets, forecasts and financial reporting together in Solver. Give contributors a structured way to plan, retain the familiarity of Excel and give finance more time to analyse the numbers.

Access Analytic helps organisations design the models, data flows and reporting behind a planning process that works in practice.

Access Analytic is a Solver Platinum Partner. With our Australia-based expertise, we provide implementation, training, and support.

Has Your Budgeting Process Outgrown Spreadsheets?

 Spreadsheets are flexible. The challenge comes when dozens of people must contribute to a single, reliable plan. Budget templates are emailed between departments and returned in different versions, while finance spends valuable time checking formulas and consolidating submissions. Approvals, assumptions and changes are difficult to track, and a forecast can be out of date by the time it reaches the leadership team.

Operational drivers often sit apart from the financial plan, and reporting starts with another round of manual data preparation. Solver gives your team a shared planning and reporting environment while keeping familiar Excel-based design tools for finance.

Solver is an innovative and easy-to-use corporate performance management (CPM) solution that supports these objectives:

Shorten Budget and Forecast Cycles

Reduce the manual effort involved in distributing templates, collecting submissions, checking versions and consolidating results.

Create One Source of Truth

Bring actuals, budgets, forecasts and operational drivers together in a controlled, centralised environment.

Give Finance More Time for Analysis

Spend less time administering spreadsheets and more time explaining performance, testing decisions and supporting the business.

Model Scenarios Faster

Create and compare multiple forecast versions without overwriting prior work or rebuilding spreadsheets.

Improve Workflow and Accountability

Assign tasks, monitor completion, manage approvals and maintain a clear audit trail throughout the planning cycle.

Connect Financial and Operational Planning

Build forecasts around the drivers that matter to your organisation, such as headcount, enrolments, production, volumes, projects, pricing or capacity.

What is Solver?

  • Corporate Performance Management (CPM) Tool
  • Financial Planning & Analysis (FP&A) Tool
  • Budgeting and Forecasting Tool

Solver CPM Software is a powerful cloud-based solution that consolidates financial and key data into a single platform, removing a lot of the time and frustration that is often associated with budgeting!

A hybrid CPM solution based on the Microsoft platform. If you know Excel, you’ll know Solver.

With the vast knowledge and experience of the Access Analytic team in solver consulting, you can expect a smooth, hassle-free transition. Our consultants ensure that Solver is tailored to your business needs, empowering your team to unlock greater efficiency, accuracy, and confidence in every financial decision.

Why Solver Corporate Performance Management (CPM) Software

Discover the key Solver features that streamline budgeting, reporting, and forecasting – helping your team plan with accuracy and make faster, data-driven decisions.

Budgeting & Forecasting

Reporting & Consolidations

Click here to view a sample of the kinds of Power BI financial reports we can produce from Solver data.

Power BI Dashboards & Analysis

Data Warehouse

Some of the key benefits you’ll love about Solver CPM:

  • Solver uses Excel as its reporting and template design tool, so you can easily import your current budgets and report formats.
  • It’s a cloud based software that’s easy to access and update from anywhere.
  • You can utilise different user levels and lock down data for specific centres or locations, giving your team and our solver consulting experts clear control over access and governance.
  • Solver has multi-company and multi-currency reporting at your fingertips.
  • Built-in workflows and task assignment with a quick visual view of dashboards makes it easy to stay informed, quickly.
  • With just a few clicks, Solver software lets you create different versions of your budget and run multiple scenarios instantly.
  • You can DIY your own reports without all the data cleansing and modelling – and schedule reports to run when you want them to run!
  • You have full flexibility to create any kind of reports you want – without the help of the IT department. The potential is limitless.
  • Solver software has been tried and proven with over 300K users worldwide.
  • Not-for-profit discounts are available from Solver Global.
  • Preferred by D365 and built in connections to PowerBI make for seamless integrations and functionality.

See How Solver Supports Budgeting, Forecasting and Reporting

Watch the Access Analytic overview to see how a structured planning process brings contributors, finance and management reporting together.

  • Simplify complex financial data and turn it into actionable insights.
  • Optimise business performance with accurate forecasting and budgeting.
  • Streamline financial reporting and compliance with ease.
  • Make informed decisions based on real-time data and analysis, with solver training available to build team capability.

Unlock faster growth, reduced costs and improved efficiencies for your business with Solver today!

Below is a sample of the kinds of Power BI financial reports we can produce from Solver data.

FAQs

Because planning systems contain highly sensitive information:
• Payroll data
• Salary forecasts
• Banking and cash flow information
• Board and investor reporting
• Strategic growth scenarios
From IT’s perspective, this isn’t “just a finance tool.” It’s a core system containing confidential business data

Zero Trust is a security model based on: “Never trust. Always verify.”
It means:
• Users must authenticate every time
• Access is role-based
• MFA is enforced
• Systems assume breach and limit exposure
Modern SaaS planning platforms align well with this because they integrate with Azure AD, support MFA, encrypt data, and restrict access by role.

It depends on execution but for most mid-market organisations – Yes.
Hyperscale cloud platforms like Microsoft Azure provide:
• Enterprise-grade encryption
• Geo-redundant backups
• Continuous monitoring
• Formal disaster recovery processes
These capabilities often exceed what internal IT teams can realistically maintain for mid-sized businesses.

SOC 2 is an independent audit framework assessing a vendor’s
controls around:
• Security
• Availability
• Processing integrity
• Confidentiality
• Privacy
It doesn’t mean “no risk.” It means the controls are independently evaluated and monitored annually. For IT, this significantly reduces vendor risk during procurement.

These are disaster recovery metrics:
• RTO (Recovery Time Objective): How long systems can
be down before being restored.
• RPO (Recovery Point Objective): How much data loss
(measured in time) is acceptable.
For finance systems, low RTO and RPO are critical — especially around month-end and board reporting cycles.

No. In a properly architected SaaS environment:
• Infrastructure resources may be shared for scalability
• But each customer operates within a logically separated database
This provides efficiency without compromising data isolation.

Typically, the opposite.
IT no longer manages:
• Servers
• Database tuning
• Backups
• Patch management
• Upgrade projects
Instead, IT focuses on governance, identity management and security oversight.

Modern planning platforms typically:
• Read data from ERP systems
• Do not write back automatically
• Use secure outbound encrypted connections
This reduces operational risk and avoids compromising core financial systems.

Early.
The most successful implementations happen when:
• Finance defines business requirements
• IT validates architecture and security
• Both functions align on governance
When CFO and CIO are aligned, projects move faster and with less friction.

It’s about maturity.
As businesses scale, planning becomes:
• More complex
• More strategic
• More scrutinised
Modern planning platforms represent a shift from spreadsheet dependency to governed, collaborative forecasting. That’s as much a governance evolution as it is a technology one.

What Could a Better Budgeting and Forecasting Process Look Like for Your Organisation?

Tell us how your current process works, where it creates frustration and what you would like to improve. We will help you determine whether Solver is a suitable fit and what a practical next step could look like.

No obligation. Speak directly with an experienced Access Analytic consultant, online or in your Perth office.