Companies Wipfli

Wipfli

Milwaukee

Total Offices: 40

3,000 Total Employees

Year Founded: 1930

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Finance 34 Consulting 28 Engineering 5 Data & Analytics 2 Sales 2 Customer Success & Experience 1 AI & Machine Learning 1 Operations & Support 1

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Wipfli Innovation & Technology Culture

Wipfli Employee Perspectives

We’re doing AI at Wipfli through a concerted plan that is gaining ground and allowing our teams to go deeper in serving our clients. As we automate administrative functions and continue to move workflows to digital platforms, we’re opening up more time for the consulting side of the profession. This is making our work more engaging, requiring more problem-solving, collaboration and integration with other professions.

Zac Charnecki, Director, Innovation and Transformation

From the article: Farming is fascinating (really) — and accounting can be too

We’ve spun up things like innovation centers and we do a ton of education for people to help support their curiosity. There’s a lot of bottom-up innovation — you can test things that don’t have to become operational right away.

Kelly Fisher, Chief Practice Partner

From the article: From Small Business Roots to Tech-Driven Leadership: One Leader’s Journey at Wipfli

Wipfli Employee Reviews

Given the unique size, scope and scale of Wipfli, we have access to all of the resources and thought leadership available in a larger firm while being motivated by a culture that embraces entrepreneurship and innovation found in boutique organizations.

Dane, Partner

What People Are Saying About Wipfli

Emerging Technology Adoption: Feedback suggests Wipfli actively implements modern cloud/data/AI through Microsoft, Salesforce, Snowflake and dbt, with 2025 Microsoft awards and all six Solutions Partner designations as strong external signals. Wipfli Digital’s Copilot/AI enablement and Azure/Fabric work, alongside sector implementations in nonprofits and construction, indicate current‑gen adoption at scale.
Process Innovation: Packaged connectors and accelerators (e.g., EMRConnect, PositivePay, AssetEdge, LM‑2 reporting, Concur–ERP connectors) reflect “innovation by industrialization” that speeds delivery and reduces custom risk. Internally, thousands of Power Platform apps and an auditing automation projected to save about $860,000 annually demonstrate measurable process improvements.
Innovation Operating Model: A formal Wipfli Digital arm, structured AI/data services and vertical playbooks show a scalable model that turns ecosystem advances into repeatable client outcomes. Recognition on VAR 100 and “Best Firms for Technology,” plus Microsoft Partner of the Year honors, suggest the operating model consistently delivers.