Advanced budgeting and reporting with Solve

Modified on Thu, 27 Apr 2023 at 03:48 PM

At Directions NA 2023 Tangicloud announced a new working relationship with Solver, a reporting and budgeting software leader in the Dynamics community.


1) Complete the integrated Data Warehouse

2) Build industry-standard reports for nonprofits:

    A. Statements of Activity

    B. Statements of Financial Position

    C. Statement of Functional Expense

3) Add relevant nonprofit dashboards.

4) Build a demo database with reports, dashboards and budget templates.

5) Move existing Solver government report templates to a Fundamentals government demo company.


With a sophisticated Industry solution like Tangicloud’s Fundamentals, the most difficult part of integrating with Solver is to build a reliable Data Warehouse. The Fundamentals integration provides

a complete data warehouse where we map tables and fields into Solver.


Governments and nonprofits have their own terminology for financial reporting. We will connect funds, fund classes, fund types as well as commitments and encumbrances in templates to provide a

head start to our mutual partners.

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