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Concur Nonprofit

Wipfli Referral

Recommend SAP Concur for Your Nonprofit Clients

Running a successful nonprofit poses many challenges for leaders in fundraising, operations, and most commonly, finance. From cash flow to reporting to tax considerations, your clients turn to you for the expertise, insight and support they need in order to give more back to the community and achieve their mission.

Unfortunately, even with the qualified, credible, and expert advice and support that you offer to your clients, many of them are still held back by manual processes and outdated technology. These two factors slow down your clients’ operations, reduce reporting accuracy, and open them up to internal and external risk.

Why Nonprofits and Not-for-Profit Clients Need Automated, Easy-to-Use Travel and Expense Software

As your clients grow, they will see increased demands for transparency, work with an increasing number of constituents, and face additional requests for information from regulators, executives, and potential donors, members, or grantors. In the journey to meet the needs of internal and external stakeholders, they will face a multitude of challenges, including:

Accuracy and Fraud Prevention

Achieving Visibility and Control

The Comfort of Knowing

Build on the Benefits: Integration with Leading ERP Solutions

Take the time savings even further by recommending advanced integration capabilities designed by Wipfli/Brittenford including InvoiceConnect and ExpenseConnect for Sage Intacct, Microsoft Dynamics GP/SL/AX, and NetSuite.

Every Dollar Counts. Make Sure Every Dollar is Accounted for with SAP Concur

Nonprofits operate on tight margins, and leaders need to be able to answer where every dollar goes. SAP Concur is designed to help nonprofit leaders take control of their spend management, keeping employees in policy and spending under control.

SAP Concur travel, expense, and invoice solutions are designed to fit into your clients’ workflows, provide control and customization, and more, offering the following benefits:

  • Fast and Easy Expense Reporting: SAP Concur Travel and Expense is designed so your clients can easily enforce spending policies, capture receipts, process expense reports and make better business decisions. With SAP Concur, your clients can manage expenses, streamline the approval process, and make sure every dollar is accounted for more easily than ever.
  • Take Control of the Invoice Process: With SAP Concur Invoice, nonprofit clients gain speed, efficiency, and more. SAP Concur Invoice can be customized for any workflow, and clients can simplify and speed up capture and payment while providing more visibility into every step of the process with accounts payable software.
  • Bring it All Together with Integration: The benefits don’t stop with SAP Concur. Through Wipfli/Brittenford ExpenseConnect and InvoiceConnect, automatically flow data between SAP Concur and your clients’ ERP software—Sage Intacct, Microsoft Dynamics GP/SL/AX, and NetSuite.

InvoiceConnect  ExpenseConnect

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Be the Hero for Your Nonprofit Clients

Your nonprofit clients already rely on you to be the best source of advice for everything ranging from tax, audit, and accounting services to customer relationship management to compliance, internal controls and more. Recommend SAP Concur to clients and help them take control of travel, expense, and invoice.

Questions to Ask

  • How do you currently manage your employee spending?
  • Do you have an expense policy in place to minimize fraud?
  • How long does it take to process and pay invoices?
  • Are there discount opportunities you are missing from late or delayed payments?
  • May I suggest a software that will increase productivity and supply better results?