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Solver Unveils Multi-faceted AI Strategy at ASCEND 2025

On August 28, 2025, Solver, a leading provider of cloud-based xFPA (extended financial planning and analysis) software, revealed its AI-first initiative at the annual ASCEND 2025 customer conference in Huntington Beach, California. This revolutionary initiative is powered by Solver Copilot and aims to enhance decision-making processes for businesses across various sectors.

Introducing Solver Copilot

Solver's Copilot integrates a suite of intelligent agents, each designed to streamline and improve financial planning and analysis. The initiative focuses on enabling stakeholders to leverage data for informed decision-making. Among these agents, the existing Help Agent offers continuous support, learning from materials to assist users effectively.

Coming soon, the Planning Agent will generate forecasts and budgets derived from historical data and contextual insights, while the Analysis Agent will delve into complex data analysis, offering proactive insights. Additionally, the Task Agent will assist users in automating redundant tasks, thereby enhancing productivity.

“Every enhancement revolves around the question, ‘How can AI deliver results more effectively?’” stated Mike Applegate, Solver's Chief Technology Officer. This forward-thinking approach ensures that these intelligent assistants not only improve accuracy but also boost confidence in user decisions.

Key Benefits Across Industries

Solver's specialized AI agents will cater to various sectors, including construction, nonprofit organizations, and SaaS businesses. The advantages include:
1. Improved Accuracy: The Planning Agent enhances the precision of budgeting and forecasting, drawing from historical trends aligned with organizational contexts.
2. Better Decision-Making: The Analysis Agent provides deep insights, identifies potential anomalies, and delivers predictive recommendations.
3. Increased Productivity: Through automation, the Task Agent increases efficiency by orchestrating workflows and suggesting automation for frequently performed tasks.

The Solver Copilot AI tools also provide users with immediate access to a wealth of knowledge, integrating information from various sources to aid in planning and reporting. The flexibility of Solver allows connections to multiple data sources, including renowned ERP systems like Acumatica and Microsoft Dynamics 365.

Empowering Organizations with Intelligent Tools

Nils Rasmussen, the CEO of Solver, emphasized the importance of delivering value through innovative automation tools. He stated, “Solver Copilot merges client data with AI Agents, providing organizations with accelerated insights and agile operations.”
The shift in focus from “Accelerate Better Decisions” to “Accelerate Intelligent Decisions” signifies Solver's commitment to ensuring that its applications are underpinned by intelligent AI to enhance customer value.

Solver's dedication to innovation enables organizations of all sizes to harness AI's power for improved operational efficiency and informed decision-making. As businesses navigate today’s complex financial environment, integrated intelligent automation and insightful analytics from Solver offer a competitive edge.

To explore more about Solver Copilot and its applications in transforming financial planning, visit the Solver Copilot page.

About Solver

Solver is at the forefront of offering an AI-first approach to extended financial planning and analysis, enabling actionable insights beyond traditional financial departments. With patented QuickStart integration technology, users gain immediate access to customizable templates, facilitating optimized planning and reporting processes. Solver simplifies the transformation of organizational data into strategic advantages for data-driven success. For more details, visit www.solverglobal.com.