Wipfli

Solution: Wipfli delivered a turnkey Sage Intacct implementation together with EMRConnect, linking census data, profit and loss statements and AR balances, automating AP approval processes, and building real-time dashboards and reports for board members.

Results: AP processing time fell 50%, AP approvals were fully automated saving directors 10 hours per week, month-end reporting shortened by 10 days, bank reconciliation now takes 1.5 days, and budget variance reporting is available within 24 hours of close.

“My experience with Wipfli has been phenomenal. The way they interact, the questions they answer, the way they quickly research a solution — when we call with a question, they find an expert with an answer.”

Solution: PURE adopted Wipfli's PositivePay, built on Sage Intacct Platform Services and integrated with the cash management module, supporting unlimited bank accounts with automatic check monitoring and reconciliation and pay/no-pay decisions on suspected fraud.

Results: PURE deployed Sage Intacct and PositivePay together on schedule, consolidated check fraud controls in one place, streamlined monthly close activities, and eliminated manual check voids that had cost around $35 each, offsetting the solution's cost almost immediately.

Solution: The school deployed Sage Intacct for financial management and reporting, and Wipfli built a custom integration connecting Intacct to a card-management application for student spending and cash dispensing, plus single sign-on from the student information system for parents.

Results: The school gained real-time visibility into financial and statistical data; parents can now view and pay tuition through a modern interface, and students have integrated access to banking and cash-dispensing services.

“We took on something that was really challenging, but Wipfli made it happen. Eagle School Hill is finally offering parents a level of service and convenience that surpasses their expectations.”