Built by Bankers. For Bankers.

A Comprehensive FP&A Platform Built for Banking.

Streamline manual, time-consuming processes and unify scattered data in a flexible and intuitive technology — so your team can focus on strategy, not spreadsheets.

Other than the people we have hired, the financial reporting and budgeting solution provided by Sola Analytics has been our most important investment.
— Bank CFO

We Saw the Same Challenge Everywhere.

Bankers were struggling with cumbersome core systems and manual processes — with limited visibility and no time left for strategic initiatives. Sola Analytics was built to change that.

The Problem

Community & Regional Banks Face Common Challenges.

Scattered Finance & Risk Data

Finance and risk data scattered across antiquated systems and spreadsheets creates blind spots and delays.

Manual, Error-Prone Reporting

Reporting that's manual, error-prone, and time-consuming leaves your team reactive instead of strategic.

Cumbersome Forecasting

Forecasting that's cumbersome and always behind the curve limits your ability to plan with confidence.

The Solution

One Platform. Comprehensive Functionality.

Reporting

  • Comprehensive Customizable Report Library
  • Executive Dashboards
  • Consolidating Eliminations
  • Daily GL, Loan, and Deposit Data

Budgeting & Forecasting

  • Instrument Level Cash Flow Projections
  • Employee Level Planning
  • Rolling Forecasting
  • Strategic Planning

Profitability

  • By Officer, Product, Line of Business, & Customer
  • Funds Transfer Pricing
  • Overhead & Capital Allocations
  • Risk-Adjusted Return on Capital

Liquidity

  • Policy & Contingency Funding Plan
  • Daily Monitoring
  • Forecasting
  • Stress Testing

All modules. One unified platform.

Why Banks Choose Us

Not All FP&A Platforms Are Created Equal.

The Rest of the Market

Sola Analytics

Rigid, off-the-shelf approaches

Tailored to YOUR bank's data and culture

Separate systems spread across the bank

A unified platform — one version of the truth

Software that requires a team of programmers

Intuitive technology built for bankers

High-cost implementations drag on indefinitely

Streamlined deployments led by bankers

Backward-looking analysis

Forward-looking strategic visibility

Aaron Taylor

Leadership

Aaron Taylor

Chief Executive Officer

Over a career spanning more than 25 years, Aaron has extensive knowledge of banking, leading teams in FP&A, Capital Planning, and Enterprise Risk Management. His expertise spans Asset Liability Management, Funds Transfer Pricing, Profitability Analysis, and M&A.

A CPA and CFA, Aaron holds a finance degree from Oklahoma State and a master's in accounting and information management from the University of Texas at Dallas.

CPACFA25+ Years Banking

Ready to Transform Your FP&A?

Spend less time fighting spreadsheets. More time on strategy.

If you are ready to implement a technology infrastructure that will allow your team to spend less time gathering data and chasing reporting deadlines — let's talk.

Let's Talk