(703) 860-6945

Wipfli Nonprofit

Intacct for your Nonprofit Clients

Like their for-profit counterparts, today’s nonprofits are under pressure to streamline processes and save costs. In order to grow—and better serve their mission—they need to be strategic as they scale. As the demands on their financial and accounting teams become more complex, their existing approach to managing data, workflows, and reporting starts showing its limitations.

Are Your Nonprofit Clients Ready for a Change?

Finance and accounting professions in growing nonprofits face an array of challenges, including:

Outdated and error-prone manual processes

Working in unwieldy spreadsheets is wasting valuable time and money, keeping decision-makers from more strategic initiatives.

Operational complexity

Accounting and reporting needs are growing along with the addition of new funding sources, new events, and multiple donors.

Need for “know and show” financial infrastructure

Sophisticated reporting requirements are becoming increasingly difficult to deliver.

They need the financial software to automate for greater flexibility, make operational improvements, and serve decision-makers with actionable insights.

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“Brittenford was already our SL support and had always been very helpful. They made our transition to Intacct easy. We had a weekly meeting that kept us on target. Our timeline was very smooth and went
according to plan.”

-Lynn Murphy, Chief Financial Officer, AHP

Help Us Help Your Clients—And Be the Hero!

Ask your nonprofit clients:

  • What financial software do you use?
  • Are you happy with it?
  • May I suggest a software that will increase productivity and supply better results?

Intacct: The Financial System for Today’s Growing Nonprofit Organization

The innovation and customer satisfaction leader in cloud ERP software, Intacct is used by today’s top nonprofits to improve company performance and make finance more productive. The Intacct system includes powerful core financial capabilities and additional, customizable modules designed for complete integration into existing systems and processes.

Intacct’s target nonprofit customer generates $1.5 million+ and has 50-2,000 employees. Their favorite Intacct features include:

  • Reporting and Dashboards
  • Project Accounting
  • Multi-Entity Management
  • Purchasing
  • Accounts Payable
  • Cash Management
  • General Ledger

Email Templates & Data Sheets

Link to Email Template 1

Link to Email Template 2

Link to Email Template 3

Link to Data Sheet 1

Link to Data Sheet 2

Link to Data Sheet 3

Success Story

Key Challenges:

  • Limited client resources available for implementation
  • Extracting data from Microsoft Dynamics SL for Intacct

Key Outcomes:

  • Easily consolidate the financials of separate entities with multiple currencies
  • Use of Intacct smart import templates made data loading easy and efficient
  • Eliminate software maintenance and upgrade costs