Who We Serve

Credit Unions

acumatica-gold-certified-partner
OUR CAPABILITIES

Credit Union Accounting Software That Actually Works

Move beyond the limitations of your current accounting system. BPW delivers accounting software for credit unions with seamless core processor integration and proven expertise across 100+ credit union implementations nationwide.

WHAT WE DELIVER

Modern Accounting Software Built for Credit Unions

We implement Acumatica—purpose-built accounting software designed for growing credit unions that have outgrown bundled core processor modules or legacy systems. Cloud or private cloud deployment, configured for how credit unions actually operate.

Financial Management & Reporting
  • Real-time financial dashboards with drill-down capabilities
  • Board-ready financials generated directly from your system
  • Multi-branch general ledger support
  • Budgeting, forecasting, and regulatory reporting
  • Custom report builder—no more exporting to Excel
Automation That Eliminates Manual Work
  • Automated approval workflows for invoices, expenses, and purchases
  • Accounts payable with OCR (scan invoices, auto-populate fields)
  • Employee expense reimbursement with corporate credit card reconciliation
  • Automated month-end close processes
  • Scheduled reporting and alerts
Core Processor Integration
  • Seamless integration with major credit union core processors
  • Automated daily data synchronization
  • Elimination of duplicate data entry
  • Simplified reconciliation between core and accounting
  • Real-time financial visibility across systems
Compliance & Audit Readiness
  • Complete audit trails for every transaction
  • Role-based security and segregation of duties
  • Document retention and electronic document management
  • Examination preparation support
  • Clean records that make auditors happy

SOUND FAMILIAR?

If your credit union is running a bundled core processor accounting module or one of the few industry-specific solutions available, you've probably experienced some of the following challenges:

Month-end close that takes too long

Exporting to spreadsheets, manual reconciliation, hoping nothing breaks

Limited reporting options

Can't get board-ready financials without extensive manual work

Paper-based approvals

Invoices sitting on desks, no visibility into what's pending

Audit preparation pain

Weeks of pulling reports and documentation

Manual expense tracking

Employees submitting paper receipts, credit card reconciliation in Excel

Integration headaches

Getting data in and out requires manual processes or expensive custom work

Scaling constraints

As you grow, your accounting system can't keep up

25 Years Serving Credit Unions Nationwide

OUR STORY

BPW didn't stumble into credit union accounting software—we built our expertise one implementation at a time over more than two decades.

It started with a simple observation: credit unions were stuck. Either using whatever accounting module came bundled with their core processor, or choosing from a handful of industry-specific options that hadn't kept pace with modern financial management needs. Finance teams were spending their days on manual workarounds instead of strategic work.

We saw an opportunity to change that.

What began as a small team helping local credit unions has grown into a nationwide practice with 100+ successful implementations across all 50 states and Guam. Credit unions from $100M to $20B in assets. Community credit unions and large regionals. Each implementation taught us something new about what credit union finance teams actually need.

Today, our team combines deep accounting expertise with credit union operational knowledge. We're not just software implementers—we understand NCUA examination requirements, core processor ecosystems, and the unique challenges of credit union financial reporting. When you work with us, you're working with people who've seen the problems you're facing hundreds of times and know how to solve them.

We're accountants who happen to be really good at technology. And we think that combination matters.

bpw-business-solutions-team-home-c

WHY CHOOSE BPW?

100+ Credit Unions Served

From $100M to $20B in assets, we've implemented accounting software for credit unions of all sizes across the country.

All 50 States + Guam

We support credit unions nationwide with remote implementation capabilities and on-site support when needed.

Accounting Expertise First

Our team understands credit union financial reporting—not just software functionality.

Core Processor Expertise

We've built integrations with the major core processors credit unions actually use.

bpw-business-solutions-team-credit-union-1-c
DYNAMICS GP MIGRATION

Is Your Credit Union Still Running Dynamics GP?

Microsoft is ending mainstream support for Dynamics GP. BPW will be discontinuing support of Dynamics GP in December 2027. If your credit union is still running GP, the clock is ticking.

Waiting to plan your migration means:

  • Competing with hundreds of other organizations for implementation resources
  • Rushed timelines that increase risk
  • Less time for proper testing and training
  • Potential gaps in support and security

We've helped numerous credit unions migrate from Dynamics GP to Acumatica. Contact us for a migration assessment.

WHAT YOU GET

Industry-Leading Credit Union Accounting Software

Modernize your financial ecosystem with a platform built for transparency and scale. Our solutions consolidate data from across your institution to provide a single, real-time view of your fiscal health, allowing your leadership to make data-driven decisions that benefit your members and your mission.

Financial Management

General ledger with multi-branch support

Accounts payable

Cash management and bank reconciliation

Fixed asset tracking

Budgeting and forecasting

bpw-credit-unions-reporting-analytics

Reporting & Analytics

Real-time financial dashboards

Board reporting packages

Regulatory reporting support

Custom report builder

Drill-down capabilities

bpw-credit-unions-financial-management

Operational Efficiency

Automated approval workflows

Electronic document management

Corporate credit card management

Employee expense management

Project and grant tracking

bpw-credit-unions-operational-efficiency

Compliance & Control

Complete audit trails

Role-based security

Segregation of duties

Document retention

Examination preparation support

WHAT WE DO

IMPLEMENTATION APPROACH

Typical credit union implementations take 2.5-3 months depending on complexity and integration requirements.

Phase 1

Discovery & Planning

We document your current processes, reporting requirements, and pain points. We map your core processor integration needs.

Phase 2

Configuration

We configure Acumatica for credit union operations—chart of accounts, reporting structures, user roles, and workflows.

Phase 3

Core Integration

We build and test the integration between Acumatica and your core processor.

Phase 4

Data Migration

Historical data is carefully migrated and validated.

Phase 5

Training

Role-based training ensures your team is confident before go-live.

Phase 6

Go-Live & Support

We support you through the transition and provide ongoing optimization.

WHAT WE DO

IMPLEMENTATION APPROACH

Typical credit union implementations take 2.5-3 months depending on complexity and integration requirements.

Phase 1

Discovery & Planning

We document your current processes, reporting requirements, and pain points. We map your core processor integration needs.

Phase 2

Configuration

We configure Acumatica for credit union operations—chart of accounts, reporting structures, user roles, and workflows.

Phase 3

Core Integration

We build and test the integration between Acumatica and your core processor.

Phase 4

Data Migration

Historical data is carefully migrated and validated.

Phase 5

Training

Role-based training ensures your team is confident before go-live.

Phase 6

Go-Live & Support

We support you through the transition and provide ongoing optimization.

Schedule a Demo

READY TO MODERNIZE?

Whether you're a credit union looking to replace your current accounting system, a growing business ready to scale, or an organization planning a Dynamics GP migration, we're here to help.

Stay Informed

Subscribe to BPW's email newsletter to stay up to date on key financial news.


By submitting this form you are consenting to receive marketing emails from Bartlett, Pringle & Wolf, LLP.