• SchoolConnect

    Independent School Billing & Integration Suite

  • SchoolConnect for Sage Intacct is a suite of features for Independent Schools that provide advanced billing and integration functionality directly inside of Sage Intacct to help you manage all financial and operational data in your Independent School. At Wipfli, we understand that no two schools are alike. With our suite of pre-built applications and integrations for Independent School management software, easily configure and integrate your Sage Intacct solution to meet the particular needs of the school. Our experience working with Independent Schools will ensure a successful implementation of appropriate billing and integration components within our SchoolConnect suite of capabilities. We work with your school management applications to synchronize student data seamlessly with the Customer dimension in Intacct and implement our signature applications for advanced billing to meet the specific billing formats required. SchoolConnect also provides you the capabilities to generate bulk quantities of invoices for your student households based on specific selection such as graduating class, club dues, or any project dimension setup within Sage Intacct.

    Key Benefits:

    • Create flexible invoice formats that provide statement activity for households
    • Quickly create custom invoice formats to PDF and email to households or customers
    • Easily generate student charges by household for clubs, activities, and specific fees (e.g. graduation, or technology)
    • Synchronize student management data from systems such as Veracross
    • Load tuition and payment data from systems such as FACTS
    • Seamlessly integrate fundraising transactions from systems such as Raiser’s Edge

    System Requirements:
    Sage Intacct Web Services; Sage Intacct Platform Services;


    Integration Approved Countries:
    United States;


    A multi-discipline professional services firm

    250+ partners
    1,900+ associates
    47 US offices
    2 India offices
    ONE Firm
    With over 2,000 associates, 47 offices in the United States and two offices in India, Wipfli ranks among the top 20 accounting and business consulting firms in the nation. Wipfli is also a member of Allinial Global, an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world through international members and partnerships.

    We enjoy a solid reputation as industry experts and as a trusted business advisor to more than 60,000 clients including: manufacturing companies, construction companies, contractors and developers, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships, and individuals.

    The firm serves businesses of various sizes, from large public and private companies, to closely held family-owned businesses. Whether we’re helping clients streamline processes, improve performance, leverage the right technology, or increase financial success, we offer innovative, effective, and personalized services to help clients overcome their business challenges today and plan for tomorrow.

    Our areas of focus
    Our services focus on improving the key components of every successful organization:

    Process and performance management
    Human resources 
    Operations and organization structure 
    Systems and information technology
    Marketing, sales, and customer service
    Capital and financial strength
    Our team approach
    You can rely on a consistent, cohesive, and dedicated team of service professionals and industry-focused experts who draw from a wide range of collective knowledge and experience. With Wipfli's particular focus on specific industries, members of many of Wipfli’s industry-focused teams meet regularly to discuss best practices, industry issues, and updates. These meetings ensure that our associates continue to provide clients with exceptional expertise and service. Clients tell us our associates are a pleasure to work with, and they appreciate the time associates take to understand their individual circumstances. Our partners also commit significant efforts to engagements, further ensuring customer satisfaction.

    Team members arrive at Wipfli with considerable experience and knowledge, and they continue to develop their skills through at least 40 hours of continuing professional education each year.

    Recognizing the critical importance of engaged and satisfied associates, we regularly monitor and work to improve the engagement level of all associates.

    Phone: (703) 860-6945
    Website: http://www.wipfli.com
    Year Founded: 1930
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