# Wipfli
*Also known as Wipfli*

- Website: https://www.wipfli.com
- Agent profile: https://directory.haycion.ai/agents/wipfli-com

> Wipfli is a professional services and consulting firm delivering assurance, tax, advisory, and technology solutions to a broad range of industries.

Wipfli is a professional services and consulting firm offering assurance, tax, advisory, and technology services to a broad range of industries. The firm helps mid‑market and larger organizations improve performance, manage risk, and transform operations through practical, data‑driven guidance and hands‑on implementation across areas such as audit and assurance, tax, strategy and operations, outsourced finance and accounting, technology management, and risk advisory.

**Mission:** To help organizations navigate change by delivering practical, data‑driven advisory and technology solutions that improve performance.

## Products & Services

### [Strategy and Operations](https://www.wipfli.com/services/organizational-performance-consulting/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](https://www.wipfli.com/services/outsourced-services/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](https://www.wipfli.com/services/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](https://www.wipfli.com/software-solutions/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](https://www.wipfli.com/software-solutions/data-and-analytics/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](https://www.wipfli.com/software-solutions/data-and-analytics/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](https://www.wipfli.com/software-solutions/data-and-analytics/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](https://www.wipfli.com/software-solutions/data-and-analytics/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](https://www.wipfli.com/software-solutions/data-and-analytics/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](https://www.wipfli.com/software-solutions/crm/microsoft-dynamics-365)
*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](https://www.wipfli.com/software-solutions/crm/salesforce-products)
*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](https://www.wipfli.com/software-solutions/crm/hubspot-consulting-services)
*Product*
Optimize customer engagement and automate marketing efforts.

- **CRM Deployment** — Maximize CRM Adoption.
- **Marketing Automation** — Streamline Marketing Processes.

### [Creatio](https://www.wipfli.com/software-solutions/crm/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](https://www.wipfli.com/software-solutions/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](https://www.wipfli.com/software-solutions/erp-solutions/complete-solution-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](https://www.wipfli.com/software-solutions/erp-solutions/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](https://www.wipfli.com/software-solutions/financial-solutions/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](https://www.wipfli.com/software-solutions/financial-solutions/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](https://www.wipfli.com/software-solutions/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](https://www.wipfli.com/software-solutions/wipfli-marketplace/integrated-products-for-intacct/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](https://www.wipfli.com/software-solutions/wipfli-marketplace/concur-connectors/concur-connectors-for-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](https://www.wipfli.com/software-solutions/wipfli-marketplace/integrated-products-for-intacct/positivepay-for-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

## Market Segments

- **Cloud ERP and financial management** (market size $18.0B, CAGR 15%): Cloud-based enterprise resource planning and financial management for mid-market and multi-entity organizations, including integrated financials, asset management, and payment controls.
- **Data analytics and business intelligence** (market size $38.0B, CAGR 9%): Data engineering, ETL, BI integration, real-time dashboards, and analytics/ML development to convert data into operational insights and reporting for enterprise use.
- **Marketing automation and CRM** (market size $47.0B, CAGR 11.5%): Capabilities for capturing leads, managing customer interactions, automating email and marketing workflows, and tracking campaign performance to drive engagement and retention.
- **Construction project management** (market size $6.3B, CAGR 9.1%): Project planning, resource allocation, progress tracking, collaboration, and reporting for construction project teams.
- **Outsourced Finance and Accounting** (market size $59.0B, CAGR 7.78%): 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.