Sage Intacct consulting and implementation

Simplify and integrate financial management under one roof

As an organization grows, a legacy accounting system can become harder to manage and to scale. Basic reporting or manual financial management can introduce risk and drain much-needed team resources to deliver leadership dashboards and insights.

Sage Intacct is an AI-powered, cloud-based system that streamlines essential functions, from payroll to HR, and dynamically adapts to your evolving accounting needs. Wipfli has been a longstanding Sage Intacct partner, delivering its automated and flexible accounting system in more than 400 implementations.

Experience Sage Intacct with Wipfli by your side

Our team is committed to helping your business clear the path to financial transformation. Here is what you can expect with the support of Wipfli’s certified Sage Intacct consultants:

INTEGRATION

With Sage Intacct, organizations have a core financial management system that brings together all aspects of accounting. Wipfli customizes every Sage Intacct implementation to help ensure the platform meets specific accounting goals and requirements, and connects to project management, CRM and analytics applications already in your technology portfolio.

AUTOMATION

Automated and real-time job costing accelerates AP/AR processes, decreases month-end close time and empowers your team to focus on strategy rather than on manual reporting. Sage Intacct significantly eliminates manual processing, replaces time-intensive spreadsheets and mitigates reporting errors.

INTELLIGENCE

Sage Intacct reporting and analytics are powerful tools for financial planning and decision-making. By partnering with Wipfli, you can build comprehensive custom dashboards that incorporate data from other systems, automate requirements for reporting, analyze performance within specific areas of the business and send alerts when an action is needed.

OPTIMIZATION

Make sure Sage Intacct truly works for you. We can assist organizations that already have Sage Intacct in optimizing it so you can leverage the full range of its features, further streamline operations and maximize efficiency. We also optimize Sage Intacct as part of new implementations so that it’s tailored to your needs from the start.

What our clients are saying

Paige Oldham, CPA, CMA, Chief Financial Officer at Health Solutions

"Our experience with Wipfli was awesome. Whatever came up, the Wipfli team was always there, always super responsive and always had an answer or a workaround. We’re super happy with Intacct and with Wipfli."

Denise Kosse, Director of Finance, Kiowa Casino

"Before implementing Sage Intacct with Wipfli, we struggled to consolidate our finances across locations. Now, we can see the big picture while still being able to drill down into individual departments or locations. It’s a game-changer for how we operate every day."

Sophie Usasz, Finance at SIFMA

"Wipfli helped us make a complete finance transformation and made our financial performance more transparent across the organization."

Carrie Zemke, Finance Manager, St. Croix Regional Medical Center

"I’ve been through several implementations in the past, and this was one of the smoothest. Having a good implementation plan and project manager makes a world of difference. Wipfli kept things moving, responded quickly to our questions and was just excellent to work with.”

Innovation and recognition

Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.

Wipfli is proud to have a track record of experience that includes the following:

Current member of the Sage Intacct Strategic Partner Advisory Council for 10+ years
Built six Sage Intacct custom solutionsnow available in the Sage Marketplace
Named to Accounting Today’s Top 100 VARs for 2024 (and 12+ prior years)

Our team

Lindan D. Elliott, CPA, CISA

Lindan Elliott is a partner in the financial and operational systems group within the technology consulting practice. His time is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. Lindan assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation, and accounting software deployment, training, and ongoing support.

Full profile

Anthony Cantor, PMP

Tony Cantor manages the firm’s Enterprise Performance Management (EPM) practice. He is responsible for front-end analysis and project scoping of client requirements for implementing budgeting and planning software.