TLDR: Solver, a cloud-based xFP&A software company, unveiled its AI-first initiative at its annual ASCEND 2025 conference. The strategy, powered by Solver Copilot, introduces a suite of intelligent AI agent assistants designed to enhance decision-making, automate tasks, and provide deeper insights across various industries.
LOS ANGELES, CA – August 28, 2025 – Solver, a leading provider of cloud-based extended financial planning and analysis (xFP&A) software, has announced its ambitious, multi-faceted AI strategy at the ASCEND 2025 Conference. The annual customer conference, held from August 11-14 in Huntington Beach, California, served as the platform for this significant ‘AI-first’ initiative, which aims to ‘Accelerate Intelligent Decisions’ for businesses worldwide.
At the core of this new strategy is Solver Copilot, an innovative AI engine designed to drive innovation across the entire Solver solution. Solver Copilot powers a suite of intelligent AI agent assistants, each specialized to help stakeholders make more data-driven decisions with enhanced confidence.
Solver’s intelligent agents are set to revolutionize how users interact with their data and processes. The first agent, the Help Agent, is already available. It functions as an intelligent, always-available guide, continuously learning from Solver’s extensive documentation and training materials to provide instant knowledge access.
Three additional agents are slated for release soon:
Planning Agent: This agent will generate highly accurate forecasts and budgets by leveraging historical trends and organizational context, significantly improving budgeting and forecasting accuracy.
Analysis Agent: Designed to elevate data analysis, this agent will offer deep, contextual, and proactive insights, identifying anomalies and providing predictive analytics for better decision-making.
Task Agent: Positioned as an intelligent productivity partner, the Task Agent will automate repetitive tasks and anticipate user needs, streamlining workflows and boosting efficiency.
Mike Applegate, Chief Technology Officer for Solver, emphasized the company’s commitment to AI integration, stating, “With every new feature or enhancement, we ask, ‘How can AI solve this better, faster, or more intelligently?’ These agents serve as proactive assistants in the Solver experience for our clients, learning from behavior, improving over time, and enabling users to make accelerated and more intelligent decisions with confidence.”
The benefits of Solver’s new AI strategy are expected to be far-reaching, impacting various industries including construction, nonprofit organizations, SaaS companies, and senior living facilities. Key advantages highlighted include improved accuracy in financial planning, enhanced decision-making capabilities through insightful analytics, and increased operational efficiency through automation.
Solver’s xFP&A solution is designed to extend actionable insights beyond traditional finance departments, fostering a culture of intelligent decision-making across the entire organization. The platform boasts patented QuickStart integration technology, offering immediate access to a collection of tailorable templates. This allows finance and management users to quickly optimize their planning, reporting, consolidation, and analysis processes, leveraging familiar Excel-based functionality.
Furthermore, Solver Copilot’s AI tools consolidate information from numerous up-to-date resources, supporting planning and reporting on diverse data. Solver can connect with virtually any data source, including major ERP systems such as Acumatica, Microsoft Dynamics 365, and Sage, ensuring comprehensive data integration.
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Solver’s commitment underscores its dedication to enabling businesses of all sizes to harness AI for greater efficiency and confident, data-driven strategic navigation in a dynamic market. The company invites interested parties to visit the Solver Copilot page to explore the future of extended financial planning and analysis.
