Wipfli
10000 W Innovation Dr 250-260,
Milwaukee, 53051, WI,
United States
Milwaukee, 53051, WI,
United States
1 414-431-9300
Professional Services
Wipfli
List of Software Implementations where Wipfli is Reseller or System Integrator
Wipfli, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Wipfli collaboration with software players such as Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
Wipfli is a Reseller or SI for the following software solutions:
| Reseller and SI | Vendor | Application | Category | Market |
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| Wipfli | Sage | Sage Intacct | ERP Financial | ERP |
| Wipfli | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| Wipfli | Oracle | Oracle NetSuite ERP | ERP Financial | ERP |
| Wipfli | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| Wipfli | Intuit | Intuit Quickbooks Enterprise | ERP Financial | ERP |
| Wipfli | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP |
| Wipfli | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| Wipfli | Microsoft | Microsoft Dynamics 365 Marketing | Marketing Automation | CRM |
| Wipfli | Microsoft | Microsoft Dynamics 365 Customer Insights | Customer Data Platform | CRM |
| Wipfli | ServiceTrade | ServiceTrade | Field Service Management | ERP Services and Operations |
List of Software Implementations where Wipfli is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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ACLU of Minnesota | Non Profit | 2175 | $320M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
In 2023, ACLU of Minnesota implemented Sage Intacct as its cloud financial system to simplify accounting and reporting for its finance organization. The deployment targeted the nonprofit finance operations that had been burdened with paper based management of every invoice, receipt and donation and slow end of month reporting processes.
Wipfli helped deploy Sage Intacct, configuring cloud based financial management and accounting capabilities including centralized data management, dashboard reporting, and automated financial reports. The implementation introduced automated transaction capture and processing workflows to replace manual data entry and Excel based report recreation.
Operational coverage centered on the finance operations team and organizational managers, with web based processes enabling remote work and mobile approvals for purchasing and check issuance. Dashboards and role based access provided managers at a glance visibility into financial activities and supported on demand review of accounts and grant related transactions.
Governance changes included a three tier approval process for purchasing and check printing that tightened internal controls and formalized approval workflows. As a result, the ACLU of Minnesota can produce end of month reporting in about 15 minutes instead of nearly two days, reporting is automated and leaders can analyze financial information rather than just organize spreadsheets, illustrating a shift in day to day finance operations under Sage Intacct and the ERP Financial deployment.
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Association for Healthcare Philanthropy | Non Profit | 50 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2020 |
In 2020 the Association for Healthcare Philanthropy implemented Sage Intacct as its cloud ERP Financial system to replace Microsoft Dynamics SL and Microsoft FRx for accounting and reporting, consolidating financial management for its two legal entities. The deployment addressed the needs of a 50-person nonprofit operating internationally across U.S. and Canadian member organizations, with primary operational ownership routed through the CFO who had previously been the sole user of the older tools.
Wipfli implemented Sage Intacct core modules for AHP, leveraging the Intacct QuickStart Financial Nonprofit template which provided pre-built and customizable dashboards, reports, and analytics. Configuration work centered on financial ledgers, multi-entity and multi-currency setups, and report and dashboard tuning to replace legacy FRx reporting, while Intacct smart import templates were used to streamline bulk data loading.
The architecture was delivered as a cloud-native financial application, eliminating the need for on-premises hardware and simplifying upgrade management through incremental, seamless updates provided by Sage Intacct. Integration work included extraction of transactional and historical data from Microsoft Dynamics SL and mapping into Intacct using import templates, enabling consolidated financials across AHPs separate entities and currencies.
Governance and rollout were managed through a structured weekly cadence with Wipfli, balancing limited client-side implementation resources with hands-on support and training so the CFO could perform ongoing configuration and reporting adjustments independently. Explicit outcomes stated by the organization include elimination of software maintenance and upgrade costs, removal of prior reporting workarounds, easier consolidation of multi-entity, multi-currency financials, and more efficient data loading through Intacct smart import templates, with primary implementation challenges being constrained client resources and data extraction from Microsoft Dynamics SL.
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Atlanta Convention & Visitors Bureau | Professional Services | 120 | $16M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
In 2022, Atlanta Convention & Visitors Bureau implemented Sage Intacct in the ERP Financial category. The deployment centralized core accounting on Sage Intacct for a private nonprofit with roughly 120 employees, and replaced an IBM AS/400 based financial environment to streamline finance operations under a single cloud financial system.
Sage Intacct was configured to support core financial management including general ledger centric workflows and expense accounting, with configuration focused on GL mapping and automated expense posting. The finance controller led the configuration and used out of the box and configurable mapping features to align Concur expense coding to Sage Intacct chart of accounts, minimizing the need for IT intervention.
Wipfli served as the system integrator using Wipfli Connectors, specifically ExpenseConnect, to integrate Concur Expense with Sage Intacct. The integration used flexible data mapping and file exchange to convert exported Concur Expense data into mapped Intacct transactions, enabling automated, secure and near real time posting of expense data and removing the previous manual download, conversion and entry steps.
Governance shifted from manual data entry toward oversight and quality control, with the controller validating mappings and running test files during rollout. The implementation eliminated eight to 10 hours of manual work per month, allowed staff to focus on value added activities, and produced more consistent and accurate accounting data that supported further process improvements.
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Leisure and Hospitality | 430 | $65M | United States | Sage | Sage Intacct | ERP Financial | 2025 |
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Non Profit | 100 | $10M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
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Education | 150 | $17M | United States | Sage | Sage Intacct | ERP Financial | 2019 |
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Non Profit | 50 | $4M | United States | Sage | Sage Intacct | ERP Financial | 2019 |
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Education | 100 | $16M | United States | Sage | Sage Intacct | ERP Financial | 2020 |
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Leisure and Hospitality | 70 | $10M | United States | Sage | Sage Intacct | ERP Financial | 2025 |
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Non Profit | 50 | $6M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
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IT Decision Makers and Key Stakeholders at Wipfli
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Senior Manager, CRM/BI Service & Delivery | Manager | IT | |
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Senior Manager - Business Intelligence & CRM Consulting | Manager | IT | |
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IT Service and Delivery Leader | Manager | IT | |
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CFO | CXO | Finance | |
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Managing Partner | Manager | Finance | |
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Financial & Administration Partner | Manager | Finance | |
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Audit and Accounting Practice Leader | Manager | Risk | |
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IT Director | Director | IT | |
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Financial Accounting Outsourcing (FAO) Services Leader | Manager | Finance | |
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IT/IS Manager | Manager | Finance | |
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CIO | CXO | Finance | |
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HR Manager | Manager | HR | |
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Senior Manager, Field Human Resources | Manager | HR | |
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Buyer Intent: Companies Evaluating Wipfli Services
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Wipfli software implementations. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Wipfli professional services include:
- Tec-Dw Transatlantic Engineering Consultants, a United States based Professional Services organization with 110 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Tec-Dw Transatlantic Engineering Consultants | Professional Services | 110 | $14M | United States | 2026-06-18 |
Wipfli System Integrator / VAR Profile
Wipfli is a system integrator and technology consulting firm headquartered in Milwaukee, United States, with approximately 2200 employees and annual revenues of $370M.
Wipfli implements and supports enterprise applications across markets such as ERP.
APPS RUN THE WORLD tracks 20 verified Wipfli software implementations across industries and regions, including: ACLU of Minnesota where Wipfli implemented Sage Intacct, Association for Healthcare Philanthropy where Wipfli implemented Sage Intacct, and Atlanta Convention & Visitors Bureau where Wipfli implemented Sage Intacct.
Wipfli has a strategic VAR/SI partnership with Sage, backed by verified deployments.
Over the last few months, we recorded 1 evaluations related to Wipfli's services, including Tec-Dw Transatlantic Engineering Consultants.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Wipfli partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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