Founded: 1930
Headquartered: Milwaukee, Wisconsin, USA
Current Size: $700M+ annual revenue, 3,000 employees
Core Focus: Wipfli empowers mid-market organisations to navigate complex financial and operational challenges through a combination of accounting expertise and advanced technology consulting. Their Business Solutions Group helps clients streamline processes, improve financial visibility, and maintain compliance, while accelerating growth. With deep industry knowledge and tailored solutions, Wipfli enables clients to increase efficiency, reduce risk, and make data-driven decisions in today’s fast-evolving digital landscape.
Why Sage: Wipfli chose Sage Intacct for its industry-focused approach, robust cloud-native platform, and commitment to continuous innovation. Unlike many technology providers, Sage works hand-in-hand with Wipfli to understand the unique needs of vertical markets—such as non-profit, healthcare, construction, and tribal governments—delivering tailored solutions that drive client success. “What we really appreciate with Sage is their willingness to collaborate deeply on industry needs. It’s not just a horizontal solution—we co-create meaningful outcomes that benefit our clients,” says Ken Kortas, Partner at Wipfli.
Wipfli and Sage are elevating financial management across industries
Wipfli, one of the largest CPA and consulting firms in the United States, has a clear focus on driving digital transformation for clients in key industries. Its long-standing partnership with Sage Intacct—dating back to 2016—has been instrumental in helping clients reduce costs, improve compliance, and gain real-time financial insight. With over 400 successful Sage Intacct implementations and a series of proprietary solutions, Wipfli has become a go-to partner for organisations seeking to modernise their financial operations.
“Our partnership with Sage is about more than software,” says Ken Kortas. “It’s about shared vision and collaboration. Together, we’re delivering innovation that matters to our clients.”
Customer success stories: Measurable results with Sage Intacct
Wipfli’s clients are achieving impressive outcomes by leveraging Sage Intacct:
- ACLU of Minnesota (Non-profit): Reduced month-end reporting time from two days to under 15 minutes, enabling real-time financial insights and faster issue resolution. Financial reporting is also automated and readily available, without the need to recreate spreadsheet-based reports. Now, leaders can analyse and apply the organisation’s financial information instead of just organising it. Web-based processes made it possible for employees to work remotely and issue mobile approvals, too.
- St. Croix Regional Medical Center (Healthcare): Achieved rapid and dynamic reporting, reducing month-end close from 20 days to just 3 days. This significant improvement freed up valuable time for the finance team to focus on strategic initiatives, such as financial planning and operational improvements. By streamlining financial processes and providing real-time insights, the organisation enhanced decision-making capabilities, improved compliance readiness, and redirected resources towards delivering better patient outcomes and driving organisational growth.
- Muckleshoot Casino Resort (Tribal Gaming): The biggest casino in the northwest was about to announce a major expansion, but first, needed its accounting and finance teams set up to scale. Muckleshoot chose CasinoEdge, a casino-specific version of Sage Intacct, as its new ERP. Wipfli helped implement and customise the software, leaning on its deep understanding of tribal law, industry standards, licensing and sovereignty. The new ERP allowed Muckleshoot to become a nearly paperless organisation, using 96.5 fewer cases of paper each month. Through a web portal, finance staff can see real-time data, drill down to the invoice level, and create and modify budgets on the fly. And with this real time information, reporting and analytics are more robust – the finance team spends less time bookkeeping and more time analysing.
- Ho Chunk Tribe of Winnebago Nebraska (Tribal Government): Following a comprehensive review of finance and business processes with Wipfli, Sage Intacct was selected and configured to eliminate manual efforts, migrate historical data and create a single source of truth for financials. Accounting can see details and supporting documents in a click, and the system has airtight internal controls. Program directors gained real-time information on programs and funding sources they manage. And the entire procurement approval process can be managed on mobile devices — eliminating previous bottlenecks. In fact, Ho-Chunk WTN cut the time to process purchase orders by 90%.
- Weifield Group (CRE): This electrical contractor faced significant challenges including reporting issues, integration problems, and support deficiencies. As their incumbent auditing firm, Wipfli was able to recommend the right team and successfully resolve these challenges by documenting their system setup, fixing reporting issues, introducing Ramp for credit card management and implementing DataBlend for better data integration. These solutions with Sage improved credit card reimbursements, reduced processing time, enhanced employee satisfaction, and provided significant cost savings. Through these updates, Weifield Group avoided the need for additional staff and saved approximately $60k on API call charges.
Industry-specific innovations driving customer success and business growth
Wipfli extends Sage Intacct’s core capabilities through a suite of proprietary tools designed to solve complex challenges in highly regulated and specialised industries. These innovations not only deliver measurable results for clients but also position Wipfli as a trusted advisor and strategic partner, fuelling growth across key verticals.
- AssetEdge and HCMConnect: These tools optimise fixed asset management and human capital management, helping clients increase operational efficiency and gain deeper insight into their resource utilisation. Organisations have reported a 25% reduction in asset tracking errors and improved workforce planning, plus a 50%-time savings in month-end and year-end asset reporting. For Wipfli, these solutions enhance their value proposition and drive recurring revenue through differentiated service offerings.
- eProcurement: Wiplfi’s latest integrated solution streamlines the full lifecycle of asset management, allowing purchasing teams to manage, verify and complete the entire procurement process in lockstep with the enterprise financial system. eProcurement enables an automated supply chain, simplifying the end-to-end process where purchasers can access vendors, generate purchase orders and complete transactions right from their Sage Intacct financial system.
- EMRConnect (Healthcare): Seamless integration between healthcare organisations’ Electronic Medical Records (EMR) systems and Sage Intacct enables accurate, real-time alignment of financial and clinical data. This enables automation, reducing manual data entry, improves billing accuracy, and ensures compliance with healthcare regulations. As a result, Wipfli’s healthcare clients gain faster insights, better cash flow management, and enhanced patient service delivery.
By developing tailored, scalable solutions that directly address industry-specific pain points, Wipfli not only accelerates digital transformation for their clients but also deepens client relationships, increases engagement opportunities, and supports the firm’s broader strategy for sustainable growth.
Looking Ahead: Partnering on Vertical Strategies, AI, and Integrated Ecosystems for Sustained Growth
As Wipfli plans for the future, its partnership with Sage continues to be a key enabler of innovation and growth. What sets Sage apart is its vertical strategy—working closely with partners like Wipfli to deliver tailored, industry-specific solutions rather than a one-size-fits-all platform. This strategic alignment has allowed Wipfli and Sage to clearly define how each contributes to addressing market needs without overlap, creating a powerful and complementary offering.
"Our alignment with Sage’s vertical strategy is helping us propel growth within healthcare, construction, non-profit, and tribal government sectors," explains Ken Kortas. "We understand what Sage is delivering, we know where we can add value, and we aren’t stepping on each other. That’s not something we experience with other technology providers."
This collaborative approach is delivering double-digit growth, with projected annual increases of 10–15% over the next three years. The partnership has significantly expanded Wipfli’s reach in key industries, helping clients meet complex compliance needs while accelerating their digital transformation journeys.
As the digital landscape continues to evolve, Wipfli and Sage are collaborating to stay ahead of emerging trends and deliver even greater value to clients. Together, they are focused on:
- Expanding AI-powered solutions to drive automation, improve data accuracy, and deliver predictive insights that support faster, more informed decision-making.
- Building deeper data integrations to create seamless ecosystems across client operations—ensuring Sage Intacct connects effectively with critical systems such as EMRs in healthcare and Procore in construction.
- Exploring new verticals, where tailored, industry-specific solutions can create competitive advantage, addressing unique compliance and operational challenges.
"AI isn’t just a buzzword—it’s the biggest industry trend we’re seeing across every vertical. Whether it’s enhancing efficiency, improving data analysis, or supporting compliance, AI will be central to how organisations operate moving forward”, says Kortas.
"Our clients aren’t just looking for software; they’re looking for an integrated ecosystem where their data works harder for them. By partnering with Sage, we’re helping clients maximise value from their technology investments and stay ahead in a rapidly changing environment."
Looking ahead, Wipfli sees significant opportunity to capitalise on Sage’s AI advancements and deepen partnerships that deliver tangible outcomes—whether in healthcare, construction, non-profit, tribal government, or new industry expansions.
