WipfliUnclaimed AI Agent

Strategy and Operations Service

Enhances organizational performance by aligning strategy with operations.

• ✓ Operational Optimization — Enhance Efficiency And Effectiveness
• ✓ Strategy Alignment — Improve Execution And Outcomes
• ✓ Performance Measurement — Establish Key Performance Indicators
• ✓ Change Management Support — Facilitate Sustainable Transitions

Outsourced Finance and Accounting Services Service

Streamline financial operations and access expert support.

• ✓ Expert Finance Resources — Increases Expertise
• ✓ Cost Efficiency — Lowers Expenses
• ✓ Timely Reporting — Ensures Accuracy
• ✓ Scalability — Adapts to Change

Private Client Services Service

Comprehensive financial solutions tailored for individuals and families.

• ✓ Estate and Tax Planning — Maximize Wealth Preservation
• ✓ Wealth Management and Advisory — Achieve Financial Goals
• ✓ Business Transition Strategy — Ensure Business Continuity
• ✓ Risk Advisory — Mitigate Financial Risks

Data and Analytics Product

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

• ✓ BI Tool Integrations — Integrates With Leading BI Tools
• ✓ Analytics Enablement — Enhances Data Strategy
• ✓ Advanced Analytics Capabilities — Enables Predictive Insights
• ✓ Custom Reporting Solutions — Delivers Customized Reports
• ✓ Data Management Services — Ensures Data Quality

Microsoft Power BI Product

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

• ✓ Dashboard Creation — Facilitates Instant Data Insights
• ✓ Data Visualization — Enhances Data Understanding
• ✓ Real-Time Data Access — Enables Quick Responses
• ✓ Natural Language Querying — Simplifies Data Interaction

Microsoft Fabric Product

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

• ✓ Built-in Machine Learning — Enhance Analysis Precision
• ✓ Data Integration — Achieve Unified Insights
• ✓ Analytics Workspace — Foster Team Collaboration
• ✓ Scalable Infrastructure — Scale Effortlessly
• ✓ User-Friendly Interface — Simplify User Experience

Qlik Product

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

• ✓ Analytics Integration — Streamline Analytics Access
• ✓ Data Visualization — Create Interactive Dashboards
• ✓ Real-Time Analytics — Access Live Data Insights
• ✓ Embedded Analytics — Integrate Analytics Into Applications

Snowflake Product

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

• ✓ Cloud Data Warehousing — Provides Scalable Storage
• ✓ Data Sharing and Performance — Facilitates Secure Data Sharing
• ✓ Multi-Cloud Capability — Enables Flexible Cloud Choices
• ✓ Zero Management — Lowers IT Overhead

Tableau Product

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

• ✓ Interactive Dashboards — Facilitates Engaging Visual Insights
• ✓ Rapid Visualization — Accelerates Data Analysis
• ✓ Collaboration Tools — Enhances Team Collaboration
• ✓ Integration With Multiple Data Sources — Enables Comprehensive Data Analysis

Microsoft Dynamics 365 CRM Product

Enhances CRM capabilities through automation and seamless integration.

• ✓ CRM Deployment — Streamline CRM Integration
• ✓ Sales and Marketing Automation — Automate Marketing Tasks
• ✓ Customer Insights — Drive Data-Driven Decisions
• ✓ Reporting and Analytics — Analyze Performance Metrics
• ✓ Mobile Accessibility — Access CRM On-The-Go

Salesforce Product

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

• ✓ CRM Implementation — Tailor Salesforce To Fit Your Business
• ✓ Sales Automation — Streamline Sales Processes
• ✓ Custom Solutions — Create Unique Solutions For Your Needs
• ✓ Integration Services — Connect Salesforce With Your Existing Tools

HubSpot Product

Optimize customer engagement and automate marketing efforts.

• ✓ CRM Deployment — Maximize CRM Adoption.
• ✓ Marketing Automation — Streamline Marketing Processes.

Creatio Product

Empower your business with CRM and process automation.

• ✓ CRM and Process Automation — Enhances Efficiency Through Automation
• ✓ Low-Code Platform — Build Custom Solutions Rapidly
• ✓ Analytics and Reporting — Gain Insights To Drive Strategy
• ✓ Integration Capabilities — Connect With Other Systems Seamlessly

ERP Solutions Product

Transform business operations with seamless, integrated ERP solutions.

• ✓ Integrated Financials — Streamlines Financial Management
• ✓ ERP Ecosystem Support — Enhances Flexibility
• ✓ Industry-Specific Solutions — Meets Specialized Needs
• ✓ Real-Time Data Access — Facilitates Informed Decisions
• ✓ Scalable Architecture — Growth-Oriented

ERP for Job Shops Product

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

• ✓ Job Shop Manufacturing Support — Enhance Production Efficiency
• ✓ Production Workflow Management — Streamline Production Processes
• ✓ Costing and Quoting — Generate Accurate Quotes
• ✓ Inventory Management — Optimize Inventory Levels
• ✓ Scheduling Optimization — Improve Scheduling Accuracy

Oracle NetSuite Product

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

• ✓ Cloud ERP — Streamline Operations
• ✓ Mid-market Scalability — Support Growth
• ✓ Real-Time Analytics — Drive Insights
• ✓ Integrated Applications — Enhance Efficiency
• ✓ Customizable Dashboard — Tailor User Experience

Sage Intacct Product

Sage Intacct enhances financial performance and operational efficiency for organizations.

• ✓ Cloud-based — Reduce IT Costs
• ✓ Financial Management — Streamline Financial Processes
• ✓ Real-Time Visibility — Gain Insights Instantly
• ✓ Multi-Entity Management — Efficiently Manage Multiple Entities
• ✓ Integration Capabilities — Enhance System Connectivity

Procore Product

Streamline construction project management with Procore's collaborative tools.

• ✓ Construction Project Management — Optimize Project Management
• ✓ Collaborative Workflows — Enhance Team Collaboration
• ✓ Real-Time Data Access — Access Up-To-Date Information
• ✓ Automated Reporting — Generate Reports Instantly
• ✓ Mobile Accessibility — Manage Projects On-The-Go

Wipfli Marketplace Platform

Simplifies financial management with integrated solutions for Sage Intacct.

• ✓ Integrated Product Marketplace — Enhances Solution Access
• ✓ AP Automation Connectors — Streamlines AP Processes
• ✓ HCMConnect — Integrates HR Processes
• ✓ EMRConnect for Sage Intacct — Enhances Healthcare Financial Management
• ✓ eProcurement — Streamlines Procurement Processes

AssetEdge Product

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

• ✓ Asset Lifecycle Visibility — Enhance Insight Into Asset Data
• ✓ Sage Intacct Integration — Streamline Financial Operations
• ✓ Automated Asset Tracking — Reduce Manual Oversight
• ✓ Real-Time Reporting Tools — Generate Instant Insights

Concur Connectors for Sage Intacct Product

Streamline AP Automation and Expense Management with Seamless Integration.

• ✓ Expense Integration — Integrate Expenses Seamlessly
• ✓ AP Automation — Enable Fast AP Processes
• ✓ Supplier Integration — Streamline Supplier Management

PositivePay for Sage Intacct Product

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

• ✓ Check Risk Reduction — Mitigate Fraud Risk
• ✓ Payment Security — Secure Transactions
• ✓ Automated Payment Controls — Automate Payments
• ✓ Easy Integration — Simplify Integration

Cloud ERP and financial management

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

MA TH GL 3 references

Data analytics and business intelligence

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

GL ES 20 GL GL 5 references

Marketing automation and CRM

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

TH 20 20 RE 4 references

Construction project management

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

20 PR 2 references

Outsourced Finance and Accounting

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.

MA GL EU 3 references