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Financial Solutions

Simplify your financial and accounting processes with a financial system that helps you handle today and prepare for tomorrow.

Confidently choose and implement a financial system to improve business processes and productivity, reduce operational costs, and get timely access to financial information so business can run more efficiently.

Wipfli experts provide full-service implementation, integration, and ongoing support for mid-market financial management systems.

Each client’s unique needs are analyzed and reviewed with an emphasis on improving processes and lowering costs. A structured project methodology delivers projects on time and on budget through a collaborative team approach. The process will help clients identify opportunities for improvement, minimize and mitigate risk, configure data maps, and implement a fully operational system that simplifies processes by providing accurate financial information to investors, leadership, and other stakeholders.


Cloud-based enterprise performance management with Planful.

Microsoft Dynamics GP

Simple, scalable financial and operational functionality.

Microsoft Dynamics SL

Manage finances with flexibility and agility.


Accounting solutions designed with small businesses in mind.

Sage Intacct

Award-winning cloud financial management.

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