Wiss: Streamlining Accounting Operations With Technology

The Wiss team documents requirements, outlines necessary integrations, and takes stock of existing resources. Once they identify the ideal technology solution for the client’s needs, they draw on their extensive experience across industries to identify appropriate vendors and help the client through the demonstration and negotiation process.

Volpi says, “We serve as a client advocate to ensure that the vendor implements a functional solution that works as expected and meets our client’s needs.” With extensive contract negotiation experience across sectors, the Wiss team uses its deep-rooted knowledge of reliable software options and ongoing relationships with vendors to ensure their clients get the best possible price for the software of their choice.

One early-stage company in the healthcare space asked the Technology Advisory Practice at Wiss to help them migrate from the accounting software they were using to something that could integrate with all their other systems. Once the contract was signed, Wiss provided custom project management services, delivering a successful implementation and integration across five systems in just a few months. The executives on the client team were provided with customized dashboards displaying the data most relevant to their specific roles on a single screen. Thanks to Wiss, the client now has better financial reporting, automated accounting operations, and the ability to make proactive decisions off of all the data they are collecting from every corner of the business.

The functionality and reliability of Wiss’ comprehensive solution allow clients to spend less time chasing data and more time on what matters most – serving their customers and growing their business.