Software

Wipfli Marketplace

Pre-packaged software solutions for optimized functionality and seamless integration.

Integrations tear down organizational silos, provide industry-specific functionality, and save time and money.

Leverage customer relationship management (CRM) systems optimized for specific industries. Seamlessly connect travel & expense management, invoice management, student management, tuition payment systems, customer relationship management, or build a complete integrated ecosystem of applications.

WipfliConnect for Banking CRM Accelerator

Generate income and grow margins with a CRM optimized for banking.
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Wipfli Connect for Contractors

CRM that works for contractors.
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WipfliConnect for Insurance CRM Accelerator

One integrated system brings together a complete, 360-degree picture of the customer puzzle.
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WipfliConnect for Manufacturing CRM Accelerator

Ensure efficiencies throughout the customer life cycle with Wipfli Connect for Manufacturing.
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WipfliConnect for Real Estate CRM Accelerator

Smarter, tailor-made CRM for real estate businesses.
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Integration between Concur and Sage Intacct.
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Integration between Concur and Microsoft Dynamics GP.
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Integration between Concur and Microsoft Dynamics SL.
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PositivePay

Prevent check fraud with PositivePay.
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SchoolConnect Intacct Connector

A robust billing and integration suite for independent schools.
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