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, ServiceTrade and 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 |
|---|---|---|---|---|
| Wipfli | Sage | Sage Intacct | ERP Financial | ERP Financial Management |
| Wipfli | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management |
| Wipfli | Oracle | Oracle NetSuite ERP | ERP Financial | ERP Financial Management |
| Wipfli | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP Financial Management |
| Wipfli | Intuit | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management |
| Wipfli | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP Financial Management |
| 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 | Sage | Sage Intacct Cash Management | Treasury Management | TRM |
| 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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Hopi Tribe Economic Development Corporation | Leisure and Hospitality | 80 | $10M | United States | Sage | Sage Intacct Cash Management | Treasury Management | 2017 |
In 2017, Hopi Tribe Economic Development Corporation implemented Sage Intacct Cash Management to gain multi entity financial visibility and to strengthen treasury processes. The Sage Intacct Cash Management deployment, categorized under Treasury Management, was scoped for finance, treasury, and operations across the United States and delivered by Wipfli with implementation partner Joseph Eve.
The implementation configured multi entity consolidations and centralized cash positioning inside Sage Intacct Cash Management, aligning cash management, bank reconciliation, and automated cash forecasting capabilities. Standard treasury workflows were instrumented to support day to day cash pooling visibility and period end reconciliations, enabling operational finance to run faster forecasting and scenario analysis consistent with Treasury Management practices.
Operational coverage focused on finance, treasury, and operations teams, with the system used to inform pricing decisions and shorten the monthly close cycle. Integrations were oriented toward operational decision support rather than enterprise system replacement, and the deployment model emphasized cloud native access for centralized treasury control across the corporation.
Governance and process changes accompanied the rollout, with finance and treasury adopting centralized cash governance, standardized reconciliation procedures, and accelerated forecasting cadences. Outcomes reported by the organization included a 20 percent increase in gross margins and an improvement in cash flow of approximately $500,000, and the project enabled materially faster forecasting, improved pricing decisions, and a much shorter close cycle.
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RESSAC Climate Control Technologies | Professional Services | 40 | $3M | United States | ServiceTrade | ServiceTrade | Field Service Management | 2017 |
In 2017, RESSAC Climate Control Technologies implemented ServiceTrade, adopting a Field Service Management application to consolidate service operations across multiple California locations. The deployment targeted operational and financial alignment with a primary focus on accounting and finance visibility.
ServiceTrade was configured to support core field service workflows including job scheduling, service dispatch, digital work orders, mobile technician execution, and invoicing, aligning service delivery data with billing events. Configuration emphasized automating the work order to invoice lifecycle and standardizing service record capture to ensure consistent financial posting.
Ressac integrated ServiceTrade with Sage Intacct, with Wipfli serving as the implementation and integration partner for the Sage Intacct connection, to eliminate duplicate data entry and provide near real-time financial visibility. The integration synchronized service invoices and accounts receivable and accounts payable relevant transaction data between ServiceTrade and Sage Intacct, supporting accounting operations across multiple California locations.
Governance changes centralized accounting workflows within the finance team, which reduced manual AP and AR processing and improved financial reporting accuracy across sites. Wipfli’s integration work combined with the ServiceTrade Field Service Management configuration enabled Ressac to consolidate service and financial records for more consistent month end processes.
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Seminole Nation Gaming Enterprise | Leisure and Hospitality | 200 | $30M | United States | Sage | Sage Intacct | ERP Financial | 2018 |
In 2018, Seminole Nation Gaming Enterprise deployed Sage Intacct as its ERP Financial solution through a CasinoEdge implementation supported by Wipfli. The deployment positioned Sage Intacct and CasinoEdge as the core accounting and reporting platform for SNGE's finance operations.
The implementation focused on core financial modules and automated reporting workflows, leveraging Sage Intacct to centralize general ledger activity, streamline the month end process and enable scheduled distribution of financial reports. CasinoEdge powered by Sage Intacct was configured so the SNGE team can run and share monthly financial reports within minutes.
Operational coverage centered on the finance and accounting organization at Seminole Nation Gaming Enterprise, standardizing the monthly close sequence and report distribution across internal stakeholders. Wipfli acted as system integrator and led configuration, go live and operational handoff to internal finance owners.
CasinoEdge powered by Sage Intacct saved the team over nine days in the monthly close process and enabled automated scheduling for report distribution. These explicit outcomes reflect efficiency gains in month end close and financial reporting driven by the ERP Financial deployment.
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IT Decision Makers and Key Stakeholders at Wipfli
| First Name | Last Name | Title | Function | Department | Phone | |
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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.
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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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 TRM, ERP Services and Operations and ERP Financial Management.
APPS RUN THE WORLD tracks 3 verified Wipfli software implementations across industries and regions, including: Hopi Tribe Economic Development Corporation where Wipfli implemented Sage Intacct Cash Management, RESSAC Climate Control Technologies where Wipfli implemented ServiceTrade, and Seminole Nation Gaming Enterprise where Wipfli implemented Sage Intacct.
Wipfli has a strategic VAR/SI partnership with Sage and ServiceTrade, backed by verified deployments.
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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