• 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 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

    320+ Partners 
    3,000+ Associates 
    Over 100,000 Clients
    47 US offices
    3 India offices

    Perspective changes everything
    Wipfli brings the curiosity needed to uncover what’s been overlooked. Our ingenuity helps create unexpected results. Our team of more than 3,000 associates works together to bring integrated solutions to turn data into insights, to optimize workflows, to increase margins and to transform through digital innovation. Others see problems. We see possibilities.
    Wipfli is a Top accounting and consulting firm based in Milwaukee, Wisconsin, with more than 3,000 associates in offices throughout the United States and India.  
    What we stand for
    Our vision reflects the impact we want to make:
    Create a lasting, positive impact for every person, organization and community we engage.
    Our mission and values are a living, breathing part of our culture. They guide us daily in creating that lasting, positive impact with our clients, community and each other.
    Our values are:
    - Integrity: To do the right thing every time
    - Caring: To always interact toward others with empathy and compassion
    - Excellence: To consistently be the best in all we do
    - Teamwork: To act as one through collaboration, cooperation and communication.
    - Perseverance: To tenaciously execute our objective
    We embrace and embody these values to live our mission:
    To enable individuals and organizations to achieve their full potential, empowered by the security of a stable foundation.
    Our people are eternal students, bringing cross-industry experience and creativity to help clients see beyond today’s most complex business challenges. We see success for what it is: a continual process. Nonlinear. But always advancing. Always progressing — from curiosity, to clarity, to results — time and again.

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