Finance & Accounting Support
WIPFIN handles the operational work behind your finance function — Accounts Payable, Accounts Receivable, Record to Report, and FP&A — combining experienced professionals with an AI-enabled platform built for accounting-specific workflows.
SERVICE OVERVIEW
Everything From Invoices to
Investor-Ready Reporting
Most companies don’t outsource one finance process in isolation — they need the whole cycle to work together. WIPFIN runs your Accounts Payable, Accounts Receivable, Record to Report, and FP&A as one connected function, backed by delivery teams across the US, India, and the Support Locations.
CORE SERVICES
The Four Pillars We Run
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//01
Accounts Payable (AP)
Invoice processing, matching, vendor reconciliation, payment processing support, and AP reporting.
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Accounts Receivable (AR)
Billing support, cash application, collections support, customer reconciliation, and AR reporting.
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Record to Report (R2R)
General Ledger accounting, reconciliations, journal entries, financial close, and reporting support.
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Financial Planning & Analysis (FP&A)
Budgeting, forecasting, variance analysis, management reporting, and financial dashboard support.
View DetailsOUR WORKFLOW
How an Engagement
Comes Together
Every WIPFIN engagement follows the same structured path, whether you’re starting with one pillar or all four — designed to get you live without disrupting what’s already working.
Discovery & Assessment
We map your current finance processes, talk to your team, and identify where cost, quality, or compliance gaps exist across AP, AR, R2R, or FP&A.
Solution Design
We design a delivery model scoped to your business — service levels, governance, and where automation fits, aligned to the ERP you already use.
Transition & Onboarding
Controlled knowledge transfer, a focused WIPFIN team and controls in place pre-live to allow the switch to happen with the minimum of disruption.
Operate & Optimize
We perform the role as agreed to meet the service level, monitor performance, constantly strive for improvement through our structured and regular reviews.
WHY CHOOSE US
Why Finance Teams Choose WIPFIN
Structured Delivery
Responsibilities, service levels, communication, and escalation procedures are agreed for each engagement.
Process Improvement
We identify repetitive tasks and opportunities to standardize workflows and support suitable automation.
Existing Systems Support
We work within your finance environment, with technology requirements assessed during discovery.
Clear Responsibilities
Processing, review, and approval responsibilities are defined for each engagement.
Documented Controls
Review, reconciliation, access, and documentation controls follow the agreed scope and client requirements.
AUTOMATION TECH
Automation Built for Accounting Work
Generic workflow software wasn’t built for the specifics of invoice matching, cash application, or reconciliations. Ours was — automated matching, exception handling, and live analytics run underneath every service we deliver.
Controls Built Into
Finance Operations.
Our delivery approach includes review, reconciliation, documentation, and access controls based on each engagement’s scope and client requirements.
Specific controls and responsibilities are agreed with the client and documented for each engagement.
KEY METRICS
What Our Clients See
Average Cost Reduction
Payment Accuracy
Years of Expertise
Agreed Delivery Model
Faster Month-End Close
Start With a Conversation,
Not a Contract
See exactly how WIPFIN would run your Accounts Payable, Accounts Receivable, Record to Report, or FP&A function — with no commitment required to find out.
Agreed Scope
Clear tasks and responsibilities
Quality Reviews
Process-specific checks and exception tracking
Regular Reporting
Updates against agreed service levels