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Wipfli Reviews & Provider Details

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Kathleen H.

Mid-Market (51-1000 emp.)

4/16/2024

"Connection between Concur and Netsuite"

0/5

What do you like best about Wipfli?

It can bring over custom segments into netsuite Review collected by and hosted on G2.com.

What do you dislike about Wipfli?

They designed all invoice attachments to delete after 6 months from Netsuite. Constant errors in the connection. Changed the approval workflow without our knowledge Review collected by and hosted on G2.com.

AN

Aubrey N.

Finance Manager

Small-Business (50 or fewer emp.)

7/8/2021

"WIPFLI goes above and beyond"

5/5

Describe the project or task Wipfli helped with:

WIPFLI assists us with our tax return, audits, and compilations. Any questions we may have we go to WIPFLI. Review collected by and hosted on G2.com.

What do you like best about Wipfli?

I like how WIPFLI will get an answer for us and have the research showing how they obtained their answer. They provide guidance and help with examiners on audits. Review collected by and hosted on G2.com.

What do you dislike about Wipfli?

Sometimes WIPFLI takes a little bit to respond. Having more staff may help in this area. Review collected by and hosted on G2.com.

What problems is Wipfli solving and how is that benefiting you?

Problems we are solving with WIPFLI are proper accounting and reporting requirements. FDIC examiners and regulators work well with WIPFLI. Review collected by and hosted on G2.com.

PO

Paige O.

CFO

Mid-Market (51-1000 emp.)

4/24/2020

"Incredibly flexible and responsive!"

5/5

Describe the project or task Wipfli helped with:

Wipfli implemented Sage Intacct for our company ($42M revenue, 400 employees). Due to internal issues, we had a few starts and stops and Wipfli was always patient and flexible and didn't charge us anything extra. During the implementation, they were always super responsive, had creative solutions and never left us hanging. Review collected by and hosted on G2.com.

What do you like best about Wipfli?

Everyone at Wipfli was very easy to work with. Our main consultant was super responsive and had solutions for any problem we threw at her. They were very flexible with our difficult schedules. Review collected by and hosted on G2.com.

What do you dislike about Wipfli?

Nothing. They're awesome. Their flexibility and expertise definitely sets them apart. Review collected by and hosted on G2.com.

Recommendations to others considering Wipfli:

I strongly recommend working with Wipfli for their professionalism, timeliness and expertise. Review collected by and hosted on G2.com.

What problems is Wipfli solving and how is that benefiting you?

They allowed us to move from two different systems to one, reducing costs and adding functionality. We haven't moved yet but are considering outsourcing our Intacct support to Wipfli to avoid the help desk ticket saga and get direct answers to our questions from experts. So far, I've had three instances of contacting Intacct support with questions where they didn't know the answer and, in one instance, said that the software couldn't do something that was actually easily doable. Review collected by and hosted on G2.com.