Read the Official Press Release
LOS ANGELES—August 28, 2025: Solver, a cloud-based xFP&A (extended financial planning and analysis) software company, announced its AI-first initiative at ASCEND 2025, the company’s annual customer conference held Aug. 11-14 in Huntington Beach, California. Powered by Solver Copilot, driving innovation across the Solver solution, enabling key stakeholders to make data-driven decisions with the help of intelligent AI agent assistants.
Solver’s suite of intelligent agents will function as specialized assistants. Already available, the Help Agent acts as an intelligent, always-available guide trained on Solver documentation and training materials, continuously learning from new content.
Coming soon are three more agents. The Planning Agent will generate forecasts and budgets based on historical trends and organizational context; the Analysis Agent elevates data analysis by offering deep, contextual, and proactive insights; and the Task Agent, an intelligent productivity partner, automates repetitive tasks and anticipating user needs.
“With every new feature or enhancement, we ask, ‘How can AI solve this better, faster, or more intelligently?’ said Mike Applegate, chief technology officer for Solver. “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.
Many industries, including construction, nonprofit, SaaS, and, senior living, will benefit from these specialized AI assistants. Key benefits include:
The Solver Copilot AI tools allow users to access knowledge instantly, consolidating information from numerous up-to-date resources to support planning and reporting on their data. Solver can connect with virtually any data source, including ERP systems such as Acumatica, Microsoft Dynamics 365, Sage, among others.
“What we are most interested in is the value we bring to our clients–and that starts with providing automated and innovative tools to help them be more efficient,” said Nils Rasmussen, chief executive officer. “Solver Copilot brings together client data with AI Agents, empowering organizations to supercharge their AI-powered xFP&A experience with faster insights, intelligent decisions, and greater agility.”
“As an AI-first solution, all new and existing features are evaluated through the lens of AI enablement–for example, how Solver Copilot can enhance usability, efficiency, and strategic value,” said Applegate. “We believe so strongly in this that we’ve evolved our focus from ‘Accelerate Better Decisions’ to ‘Accelerate Intelligent Decisions’—a shift that reflects our commitment to ensuring Solver is powered by the intelligent application of AI to drive customer value.”
Solver’s commitment to innovation ensures that businesses of all sizes can leverage the power of AI to drive efficiency and make data-driven decisions with confidence. By integrating intelligent automation and insightful analytics, Solver empowers users to navigate complex financial landscapes and stay ahead in a dynamic market. Experience the future of extended financial planning and analysis today with Solver Copilot Agents, designed to enhance strategic insights and foster a culture of informed decision-making.
Visit the Solver Copilot page to learn more.
Solver is an AI-first extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology provides immediate access to a collection of tailorable templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage for data-driven success. Visit www.solverglobal.com to learn more.