Finance Operations,
Run the Way They Should Be
We pair experienced accountants with AI-enabled automation to run finance and accounting operations that hold up under real scrutiny — accurate, compliant, and built to scale.
A Different Kind of Finance Partner
WIPFIN handles the finance and accounting work — Accounts Payable, Accounts Receivable, Record to Report, and FP&A — that most companies either outgrow their internal capacity for, or never wanted to build in-house in the first place.
People and Process, Working Together
Experienced accountants, automated workflows, and disciplined controls, running as one system instead of separate pieces.
Sarah Jenkins
VP of Finance
"WIPFIN completely overhauled our accounting processes. Their automation and compliance standards gave us total peace of mind."
SOC & AI
Independently certified controls guard your funds. And our layer of automation frees your team from the work that used to drain days out of your team’s week.
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Years of Combined Expertise
Proven track record
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Delivery Centers Worldwide
Global presence
0%
Typical Cost Savings
Optimized operations
Global Presence
US · IN · PH
Teams across the US, India, and the Philippines mean your finance operations don’t stop when one office closes for the day.
OUR MISSION
Our Mission
“To help finance teams run leaner and more accurately, without cutting corners on compliance or control.”
OUR VISION
Our Vision
“To be the specialized partner, finance leaders recommend to each other, not just the one they settle for.”
How WIPFIN Began
“After 10+ years of doing this work project by project, I realized the value wasn’t in staying independent — it was in building something businesses could actually rely on.”
For more than a decade, our founder worked independently as a freelance accounting professional, partnering with businesses across a range of industries and building deep, hands-on expertise along the way. Every engagement was different, and each one sharpened a clear point of view on what real accounting support should look like.
That experience became the foundation for WIPFIN. What started as an independent practice was reshaped into a dedicated accounting services company — built to bring the same hands-on expertise to every business we work with, backed by a full team instead of a single freelancer.
The WIPFIN Founder
Founder & Accounting Partner, WIPFIN
WHY BUSINESSES CHOOSE WIPFIN
What Makes WIPFIN Different
AI-Driven Automation
Automation handles the repetitive parts of AP, AR, and reporting work, so your team isn’t stuck doing what a system should be doing.
Global Delivery Model
Teams across multiple time zones mean work keeps moving outside a single 9-to-5.
Platform Agnostic
We work inside the ERP and accounting systems you already have — nothing new to install.
Deep Industry Expertise
Every WIPFIN professional brings a decade or more of real finance and accounting experience.
Enterprise Security
SSAE 18 and ISAE 3402 Type 2 certified controls protect how your data is handled.
Scalable Operations
The same service model flexes from an early-stage company to a large enterprise, without a rebuild every time you grow.
The People Behind WIPFIN
Finance leaders, automation specialists, and operators who’ve done this work before
Meet the Team
Managing Partner
Leads strategic conversations with clients and shapes how each engagement is structured.
Head of Automation
Designs the automation behind WIPFIN’s AP, AR, and reporting workflows.
Finance Director
Partners with enterprise clients on long-term finance operations strategy.
Senior Strategy Advisor
Helps clients plan for growth as their finance function gets more complex.
Security That Holds
Up to Scrutiny
Every WIPFIN engagement runs under the same operational and security standards, so the confidentiality of your financial data isn’t dependent on which team member happens to be handling it.
Security Standards
How an Engagement Comes Together
Discover
We look at how your finance function runs today and find where the actual friction is, not just where it seems to be.
Design
We shape a service model around your business specifically, not a one-size-fits-all package.
Automate
Automation and controls go live, replacing manual steps with something faster and more consistent.
Optimize
We keep refining performance well after go-live, not just during onboarding.
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Global Clients
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Operational Accuracy
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Years Industry Expertise
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Active Markets
Millions
Transactions Processed
// Join Us
Working at WIPFIN
Our team is spread across three countries, working on the kind of finance process problems most companies think only more headcount can fix. If that sounds interesting, we’re hiring.
Let’s Simplify Your
Finance Operations
Companies use WIPFIN to run leaner finance operations without adding headcount — see what that could look like for your team.
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Cost Reduction
0.0%
Process Accuracy
48-Hour
Cycle Time Target