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Health Solutions

Easier access to financial health

system for financial, operational and reporting data

Health Solutions had to pull data from a handful of systems, then combine it manually to see the results. It took the CFO days to prepare reports for month-end close and board review — often over the weekend. Wipfli helped the company transition to a new, cloud-based system that gave the CFO days back in productivity, plus clearer insight into financial health.

The Challenge

Health Solutions had to use manual workflows and calculations to complete standard accounting processes because its accounting software, Abila MIP, didn’t provide statistical reports or dashboards. Working with MIP was a struggle. It didn’t integrate with other systems the nonprofit used and it was inaccessible remotely. Health Solutions needed an automated accounting solution to relieve staff from burdensome work, plus deeper reporting and integrations.

The Solution

After a software discovery process, Health Solutions chose Sage Intacct and planned an implementation with Wipfli. Wipfli technologists built Intacct to meet Health Solutions’ needs and migrated historical data from MIP. Wipfli also trained Health Solutions employees so they were comfortable with the cloud-based system before the transition. And Wipfli was with Health Solutions during the go-live to make sure it went smoothly.

Whatever came up, the Wipfli team was always there, always super responsive and always had an answer or a workaround.
Paige Oldham, CPA, CMA, Chief Financial Officer at Health Solutions

The results

Intacct integrates with other tools Health Solutions uses, so accounting workflows, calculations and posting happen automatically. Financial data, payroll data and operational data come together in Intacct to feed robust, real-time reporting. Executives can drill down into transactions and reports to gauge the organization’s health. And it’s faster to perform financial reviews. Month-end close has been reduced by a full day because of Intacct’s intuitive features, robust reporting and automation — which boosted morale and improved work-life balance for the finance department.

day reduction in month-end close time