Wipfli Unclaimed

Enhances organizational performance by aligning strategy with operations.

Streamline financial operations and access expert support.

Comprehensive financial solutions tailored for individuals and families.

Empowers organizations through data-driven insights and advanced analytics solutions.

Empower businesses with data-driven insights through interactive dashboards and analytics.

Enhance data-driven decision-making with Microsoft Fabric's integrated analytics capabilities.

Enhances data-driven decision-making with powerful analytics integration.

Streamline data analytics and sharing with Snowflake's cloud-based platform.

Enhance data visualization and decision-making with Tableau's interactive dashboards.

Enhances CRM capabilities through automation and seamless integration.

Optimize sales processes and customer interactions with Salesforce's comprehensive CRM solutions.

Optimize customer engagement and automate marketing efforts.

Empower your business with CRM and process automation.

Transform business operations with seamless, integrated ERP solutions.

Streamline job shop operations with a tailored ERP solution that enhances production management.

Cloud-based ERP for mid-market businesses to streamline operations and enhance performance.

Sage Intacct enhances financial performance and operational efficiency for organizations.

Streamline construction project management with Procore's collaborative tools.

Simplifies financial management with integrated solutions for Sage Intacct.

Integrates asset management seamlessly with Sage Intacct to enhance organizational performance.

Streamline AP Automation and Expense Management with Seamless Integration.

Boosts payment security and minimizes fraud risk for Sage Intacct users.

Cloud-based enterprise resource planning and financial management for mid-market and multi-entity organizations, including integrated financials, asset management, and payment controls.

Data engineering, ETL, BI integration, real-time dashboards, and analytics/ML development to convert data into operational insights and reporting for enterprise use.

Capabilities for capturing leads, managing customer interactions, automating email and marketing workflows, and tracking campaign performance to drive engagement and retention.

Project planning, resource allocation, progress tracking, collaboration, and reporting for construction project teams.

Execution and governance of core finance operations including accounting system setup, monthly close, internal controls, cash management, and financial reporting for organizations that outsource or augment finance teams.

Strategy and Operations

Consulting service focused on aligning strategy with operations to improve organizational performance and drive execution. This service provides tailored solutions for businesses needing to optimize processes, enhance strategic alignment, and boost operational efficiency.

• Enhance Efficiency And Effectiveness
  This feature focuses on diagnosing inefficiencies and suggests targeted process enhancements, ultimately leading to significant improvements in performance metrics.
• Improve Execution And Outcomes
  Seamlessly integrates business strategies with operational plans, ensuring that all team efforts are directed towards common objectives, enhancing overall business results.
• Establish Key Performance Indicators
  This feature helps organizations track progress through KPIs, allowing for timely adjustments and ensuring that strategic goals remain a priority.
• Facilitate Sustainable Transitions
  Provides frameworks and tools for effective change management, minimizing resistance and promoting a culture of continuous improvement within the organization.

Outsourced Finance and Accounting Services

Outsourced finance and accounting functions to streamline financial operations and provide expert support.

• Increases Expertise
  Provides clients with invaluable insights and guidance from experienced finance professionals, ensuring effective decision-making.
• Lowers Expenses
  By outsourcing finance and accounting tasks, companies can minimize their operational costs and benefit from more predictable financial spending.
• Ensures Accuracy
  Reduces errors and ensures compliance by utilizing dedicated resources for accurate and timely financial reporting.
• Adapts to Change
  As businesses grow or seek operational changes, outsourced finance services can quickly adapt to meet evolving financial requirements.

Private Client Services

Private client services including estate and tax planning, wealth management, business transition strategies, and investment advisory.

• Maximize Wealth Preservation
  Utilize structured estate and tax planning strategies to maximize wealth preservation for future generations.
• Achieve Financial Goals
  Receive personalized investment strategies to help achieve specific financial goals and secure your wealth.
• Ensure Business Continuity
  Create tailored transition plans to ensure business continuity during ownership changes or family succession.
• Mitigate Financial Risks
  Identify and assess potential financial risks, providing strategic guidance to mitigate them effectively.

Data and Analytics

Data and analytics offering with access to leading BI tools and analytics solutions, enabling organizations to leverage data for informed decision-making and enhanced performance.

• Integrates With Leading BI Tools
  Ensures seamless connection and functionality with top business intelligence solutions, enabling enhanced reporting and data visualization.
• Enhances Data Strategy
  Guides the development of comprehensive data strategies to extract valuable insights and improve decision-making.
• Enables Predictive Insights
  Applies predictive analytics to identify trends and forecast future scenarios, empowering proactive decision-making.
• Delivers Customized Reports
  Creates bespoke reporting frameworks that align with specific business objectives, ensuring relevant and actionable insights.
• Ensures Data Quality
  Maintains high data integrity and reliability through structured data management practices, facilitating accurate analytics.

Microsoft Power BI

Power BI is a powerful tool for transforming your data into actionable insights through intuitive dashboards and advanced analytics, enhancing overall business decision-making.

• Facilitates Instant Data Insights
  Quickly generate interactive visual representations of data that help users identify trends and make informed decisions.
• Enhances Data Understanding
  Leverage various chart types and visual elements to present complex data in a clear, comprehensible manner.
• Enables Quick Responses
  Stay updated with real-time data integration, allowing users to react swiftly to changing business conditions.
• Simplifies Data Interaction
  Users can ask questions and get insights without needing to know complex queries, making data exploration intuitive.

Microsoft Fabric

Microsoft Fabric is an analytics platform designed for seamless data integration and analysis, enabling organizations to derive insights from their data efficiently.

• Enhance Analysis Precision
  Employs advanced machine learning algorithms to derive deeper insights, automate data processing, and improve decision-making outcomes.
• Achieve Unified Insights
  Brings together diverse data sources into a single framework, providing a comprehensive view that enhances analysis and reporting.
• Foster Team Collaboration
  Facilitates collaborative analytics, enabling teams to work together in real-time, share insights, and drive data-backed decisions.
• Scale Effortlessly
  Accommodates growing data needs, ensuring organizations can scale their analytics capabilities without compromising performance.
• Simplify User Experience
  Designed with user experience in mind, making it accessible for users of all technical backgrounds to navigate and utilize effectively.

Qlik

Qlik analytics capabilities within Wipfli’s software solutions.

• Streamline Analytics Access
  Facilitates seamless access to analytics tools directly within existing data workflows to enhance productivity.
• Create Interactive Dashboards
  Empowers users to build user-friendly dashboards and reports that convey insights effectively, enabling data-driven business decisions.
• Access Live Data Insights
  Enables users to receive and analyze real-time data, ensuring timely interventions and informed operational decisions.
• Integrate Analytics Into Applications
  Allows organizations to embed Qlik's powerful analytics directly into their own applications, enhancing user experience and engagement.

Snowflake

Snowflake enables integration with data from various sources to provide powerful analytics and data sharing capabilities for organizations.

• Provides Scalable Storage
  Easily scale storage and compute resources independently to meet changing data analytics demands without interruption.
• Facilitates Secure Data Sharing
  Seamlessly share data across organizations while maintaining security protocols, enabling collaboration and real-time insights.
• Enables Flexible Cloud Choices
  Utilize the platform of your choice, allowing organizations to leverage existing cloud investments and reduce vendor lock-in.
• Lowers IT Overhead
  Reduce the need for dedicated data management resources, enabling your teams to focus on analytics and decision-making.

Tableau

Tableau is a powerful data visualization tool that helps organizations analyze and visualize their data. The tool provides interactive dashboards and supports advanced data analytics for informed decision-making.

• Facilitates Engaging Visual Insights
  Users can create engaging dashboards that allow for exploration and visualization of data in real-time, enhancing insight generation.
• Accelerates Data Analysis
  Empowers users to quickly turn data into actionable insights, accelerating the decision-making process.
• Enhances Team Collaboration
  Facilitates sharing of insights and collaborative analysis among teamwork, improving productivity and data-driven strategies.
• Enables Comprehensive Data Analysis
  Allows users to connect to and analyze data from a variety of sources, creating a unified view for better decision-making.

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a robust solution designed to enhance customer relationship management through the Microsoft ecosystem, promoting both efficiency and collaboration across sales and marketing processes.

• Streamline CRM Integration
  Easily deploy and integrate your CRM with other Microsoft applications for a holistic approach to customer management.
• Automate Marketing Tasks
  Utilize advanced automation tools to streamline marketing efforts and enhance customer engagement.
• Drive Data-Driven Decisions
  Leverage customer insights to tailor communication and improve service offerings.
• Analyze Performance Metrics
  Monitor business performance through comprehensive reporting, facilitating strategic adjustments.
• Access CRM On-The-Go
  Empower your sales team with mobile access to CRM data, ensuring productivity on the move.

Salesforce

Salesforce CRM solution offering implementation, customization, and integration with various tools for enhanced performance.

• Tailor Salesforce To Fit Your Business
  Our team will work closely with you to tailor Salesforce CRM, ensuring it aligns perfectly with your business processes and goals.
• Streamline Sales Processes
  Leverage Salesforce features to automate repetitive tasks, enable real-time tracking, and enhance data analysis, thus improving overall sales performance.
• Create Unique Solutions For Your Needs
  Whether it's developing unique functionalities or workflows, our custom solutions cater specifically to your industry and operational demands.
• Connect Salesforce With Your Existing Tools
  Our integration services ensure that Salesforce communicates effectively with your existing systems, improving data flow and operational efficiency.

HubSpot

HubSpot CRM and marketing automation capabilities designed to help businesses manage customer relationships, automate marketing tasks, and analyze performance.

• Maximize CRM Adoption.
  Ensure seamless integration and user-friendly experience for optimal use of HubSpot CRM to enhance customer relationship management.
• Streamline Marketing Processes.
  Leverage automation to optimize campaigns, nurture leads, and measure effectiveness, all within HubSpot.

Creatio

Creatio is a powerful CRM solution that combines process automation with customer relationship management, enabling organizations to streamline operations and enhance customer interactions.

• Enhances Efficiency Through Automation
  By integrating CRM with powerful process automation tools, Creatio allows teams to automate repetitive tasks, leading to faster response times and better service delivery.
• Build Custom Solutions Rapidly
  Enable business users to design and deploy custom applications or workflows without extensive programming knowledge, ensuring quick adaptation to changing business needs.
• Gain Insights To Drive Strategy
  Offers in-depth analytics and automated reporting features that help businesses understand client behavior and operational efficiency, guiding strategic decisions.
• Connect With Other Systems Seamlessly
  Facilitates smooth integration with other platforms, allowing data flow and coherence between different applications critical for the overall efficiency of operations.

ERP Solutions

ERP software solutions for business management that facilitate integrated financials, operations, and performance management tailored for various industries.

• Streamlines Financial Management
  Offers a unified view of financial data, improving decision-making and operational efficiency by integrating all financial functions into the ERP system.
• Enhances Flexibility
  Users can choose and integrate various ERP platforms, adapting to unique business needs without being locked into a single vendor.
• Meets Specialized Needs
  Delivers functionalities specific to industry requirements, enhancing performance and compliance for users in different sectors.
• Facilitates Informed Decisions
  Empowers users with timely access to data, driving dynamic business decisions and responsive strategies.
• Growth-Oriented
  Ensures the ERP system can adapt to increasing data and user demands as your organization expands.

ERP for Job Shops

ERP solution tailored specifically for job shops, enhancing operational efficiency and production management.

• Enhance Production Efficiency
  The system provides tools designed for the unique challenges of job shop manufacturing, allowing businesses to optimize production processes and reduce costs.
• Streamline Production Processes
  Facilitates efficient tracking and management of workflows from order inception to final output, ensuring timely deliveries and improved resource allocation.
• Generate Accurate Quotes
  Helps job shops provide accurate and timely pricing estimates based on real-time data and analytics, enhancing competitive edge.
• Optimize Inventory Levels
  Ensures that job shops maintain optimal stock levels to prevent delays while minimizing excess inventory and costs.
• Improve Scheduling Accuracy
  Enhances scheduling capabilities to ensure efficient use of resources and timely job completion.

Oracle NetSuite

NetSuite ERP solution.

• Streamline Operations
  Empower your business with real-time access to financial and operational data from anywhere.
• Support Growth
  Easily adapts to the needs of growing businesses with flexible features and functionalities.
• Drive Insights
  Leverage real-time dashboards and reports to analyze performance effectively.
• Enhance Efficiency
  Integrate different business processes and data sources seamlessly to improve decision-making.
• Tailor User Experience
  Customize your dashboard for quick access to relevant data and features.

Sage Intacct

Sage Intacct is a cloud-based ERP solution designed to automate your financial management processes and optimize resource allocation across various industries.

• Reduce IT Costs
  Eliminates the need for extensive on-premise infrastructure, leading to lower IT costs.
• Streamline Financial Processes
  Automates financial functions such as budgeting, forecasting, and reporting to improve accuracy.
• Gain Insights Instantly
  Allows organizations to make informed strategic decisions based on up-to-date financial data.
• Efficiently Manage Multiple Entities
  Facilitates reporting, compliance, and financial management for organizations with several subsidiaries.
• Enhance System Connectivity
  Ensures smooth data flow and process automation by connecting with essential business systems.

Procore

Procore construction project management software.

• Optimize Project Management
  Procore provides comprehensive tools for managing every phase of construction projects, ensuring on-time and on-budget delivery.
• Enhance Team Collaboration
  Procore fosters real-time collaboration across teams, leading to increased efficiency and project success.
• Access Up-To-Date Information
  With real-time data access, stakeholders can make informed decisions that enhance project outcomes and transparency.
• Generate Reports Instantly
  Procore’s automated reporting saves time and effort, allowing teams to focus on critical project tasks.
• Manage Projects On-The-Go
  Procore’s mobile application allows project managers and teams to access important information anytime, anywhere.

Wipfli Marketplace

Marketplace of integrated products for Sage Intacct and related services.

• Enhances Solution Access
  Provides a centralized platform for accessing various integrated applications, improving operational synergy.
• Streamlines AP Processes
  Facilitates the automation of accounts payable processes to enhance efficiency and accuracy.
• Integrates HR Processes
  Streamlines HR functions and improves data accuracy through seamless integration with Sage Intacct.
• Enhances Healthcare Financial Management
  Facilitates better financial management in healthcare settings by integrating electronic medical records with financial systems.
• Streamlines Procurement Processes
  Improves procurement efficiency by integrating procurement processes with Sage Intacct.

AssetEdge

Asset management integration within the Sage Intacct ecosystem, facilitating streamlined operations and enhanced visibility into asset lifecycles.

• Enhance Insight Into Asset Data
  Users gain detailed insights into asset performance and status throughout its entire lifecycle, promoting informed decision-making.
• Streamline Financial Operations
  This integration ensures that asset management processes are closely aligned with financial governance, enhancing reporting accuracy and compliance.
• Reduce Manual Oversight
  With automated tracking, organizations minimize errors, ensuring that all asset movements are logged and available for review, thus improving operational efficiency.
• Generate Instant Insights
  Users can create dynamic reports, providing immediate access to critical data necessary for strategic planning and execution.

Concur Connectors for Sage Intacct

Concur connectors enabling expense and supplier integration with Sage Intacct, enhancing automation and accuracy in financial processes.

• Integrate Expenses Seamlessly
  Ensure all expenses from Concur automatically sync with Sage Intacct, providing accurate financial reporting and reconciliation.
• Enable Fast AP Processes
  Automate accounts payable processes, reducing manual effort and accelerating invoice processing times.
• Streamline Supplier Management
  Simplify the supplier management process by integrating supplier data directly into Sage Intacct, improving communication and processing.

PositivePay for Sage Intacct

PositivePay integration for Sage Intacct, designed to enhance payment security and reduce check fraud risks.

• Mitigate Fraud Risk
  Ensures your checks are protected against unauthorized use through robust fraud prevention mechanisms, enhancing overall security.
• Secure Transactions
  Provides advanced security measures for payment processing, ensuring confidentiality and integrity of financial transactions.
• Automate Payments
  Automatically applies controls to payments, reducing manual errors and increasing efficiency in processing transactions.
• Simplify Integration
  Easily connects with Sage Intacct, allowing for streamlined operations and improving workflow without disruptions.