One Team for Your Entire Finance and Accounting Function
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 Philippines.
CORE SERVICES
The Four Pillars We Run
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Accounts Payable (AP)
Invoice matching, tax validation, payment execution, and vendor management — the full purchase-to-payment cycle, handled end to end.
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Accounts Receivable (AR)
Billing, cash application, credit control, and collections managed by a dedicated receivables team focused on getting you paid faster.
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Record to Report (R2R)
General ledger, reconciliations, close, and statutory reporting — plus tax compliance, payroll, treasury, and audit support, all under one team.
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Financial Planning & Analysis (FP&A)
Budgeting, forecasting, variance analysis, and management reporting that gives leadership the numbers to make confident decisions.
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
Global Delivery Model
Delivery hubs across the US, India, and the Philippines mean your finance operations keep running outside a single time zone’s business hours.
AI-Enabled Platform
Our automation layer handles matching, routing, and exception flagging across AP, AR, and reporting, with live data your team can act on.
Zero Capital Expenditure
We work inside your existing ERP and finance systems — nothing new to buy or implement before you get started.
Seasoned Professionals
Every WIPFIN team member brings a decade or more of hands-on finance and accounting experience.
SSAE 18 & ISAE 3402 Certified
Independent Type 2 certifications confirm our internal controls hold up to scrutiny, wherever your data is being handled.
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.
Compliance
Built Into Every Process.
WIPFIN holds SSAE 18 and ISAE 3402 Type 2 certifications, giving clients independently verified assurance over how we handle financial data across every pillar — AP, AR, R2R, and FP&A alike.
SSAE 18.
Type 2 Certified
ISAE 3402.
Type 2 Certified
SOX Ready.
Compliant Processes
GDPR.
Data Controls
KEY METRICS
What Our Clients See
Average Cost Reduction
Payment Accuracy
Years of Expertise
Global Delivery Centers
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.
0%+
Cost Reduction
0.0%
Process Accuracy
48-Hour
Cycle Time Target