Professional Services Financial Reporting Software
Planning, reporting, and consolidation designed for project-based, multi-entity professional services firms.
Professional services finance teams are under pressure to deliver accurate financial reporting while managing projects, people, and revenue across regions.
The work itself isn’t the issue. The structure behind it is.
With Solver’s Professional Services Financial Reporting Software, professional services firms can bring financial reporting, planning, and operational data into one place, so finance can stay connected to performance while work is still in progress.
Why Financial Reporting in Professional Services Needs a Different Approach
Financial reporting software is often built around static financial structures. Professional services firms operate differently.
Revenue is driven by projects, people, and time. Delivery data sits across project tools, CRM systems, and spreadsheets, while financial outcomes sit in the ERP. Bringing this together into a consistent reporting structure takes time, and often happens after the work is already complete.
As firms grow across regions or entities, complexity increases. Different systems, reporting structures, and ways of working make it harder to maintain a consistent view of performance.
Solver provides professional services financial reporting software that supports this reality, bringing structure to reporting and planning without forcing teams to abandon how they already work.
The pressure points we hear most from professional services finance teams…
Project Profitability Is Only Clear After Delivery
Margins are reviewed once projects are complete, leaving little opportunity to influence outcomes. Small variances across multiple projects build over time.
Forecasts Don’t Reflect Delivery Reality
Pipeline and revenue projections are not consistently aligned with resource capacity or project timelines, making forecasts harder to rely on.
Disconnected Systems Slow Financial Reporting
Project data, financial data, and pipeline data sit in different systems. Financial reporting becomes a manual process of pulling everything together.
Multi-Entity Reporting Adds Complexity
Different regions or entities report in different ways. Financial consolidation takes time, and consistency across the group becomes harder to maintain.
Where Solver Fits and Why It Works for Professional Services Financial Reporting
Finance-Led, Not Tech-Led
Solver Ireland is delivered by finance professionals who understand reporting, forecasting, and month-end pressure. Solutions are shaped around how finance teams actually work.
Built Around Your Reporting Structure
Professional services firms don’t follow standard templates. Solver is configured around your projects, reporting needs, and entity structure, so outputs reflect how your business operates.
Excel-Familiar, Enterprise-Ready
Solver builds on familiar Excel workflows while providing a structured, scalable environment for financial reporting and planning, without reliance on manual processes.
Connects Operational and Financial Data
Solver brings together project, pipeline, and financial data into a single reporting layer, enabling professional services financial reporting that reflects real business performance.
Reliable, Ongoing Support
Solver Ireland works alongside your team beyond implementation, supporting how your financial reporting and planning evolve as the business grows.
What Professional Services Financial Reporting Software Should Enable
1. Understand Project Performance While Work Is Ongoing
Track how projects are performing financially as they progress, not only once they are complete.
2. Build Forecasts Based on Real Capacity
Align pipeline, resourcing, and delivery timelines to produce forecasts grounded in actual business activity.
3. Simplify Multi-Entity Financial Reporting
Standardise reporting structures across regions and entities, reducing time spent on consolidation and reconciliation.
4. See the Full Financial Picture Across the Business
Bring operational and financial data together into one consistent view, making it easier to answer leadership questions with confidence.
Download the Professional Services Financial Reporting Software Guide
A practical overview of how professional services firms are improving financial reporting, forecasting, and consolidation as they scale across entities and regions.
Understand:
- how firms are structuring financial reporting across projects and entities
- where reporting processes break down as complexity aincreases
- what a more connected approach looks like in practice
Solver includes pre-built templates for:
project profitability reporting
resource and utilisation tracking
financial reporting packs
budgeting and forecasting models
multi-entity financial consolidation
These can be used immediately or tailored during implementation so they reflect how your firm operates.
Supporting Professional Services Firms as They Scale
A More Structured Approach to Financial Reporting
BGSF, a multi-division professional services organisation, faced growing pressure on its financial reporting and planning processes as the business expanded across regions and service lines.
With Microsoft Dynamics 365 Finance and Operations in place, core financial data was available. The challenge was turning that data into something usable for budgeting, forecasting, and ongoing analysis.
See What Solver Could Look Like for Your Team
If your team is spending time pulling together financial reports, reconciling data, or explaining results after the fact, there is a more structured way to approach it.
We run working sessions with professional services finance teams to review your current setup, identify where reporting can be improved, and show what that could look like in practice.