Fintech Integration

How to integrate your Fintech account with WISK to import invoices

Nick Neale avatar
Written by Nick Neale
Updated over a week ago

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If you use Fintech to manage your alcohol supplier invoices, WISK can import those invoices directly into your venue.

The imported invoices remain in a draft state until you review and approve them, giving you full control over your venue’s data.

This is a significant time-saver as you won’t have to add each invoice manually, and reduces data-entry errors.

Note: Fintech may charge for the initial setup, and a recurring monthly fee as long as it's active. When you contact Fintech, they'll discuss these details with you.

Starting the Integration

To integrate your Fintech account with WISK, send the following email message to [email protected] and cc [email protected].

“Hello Fintech,

We want to integrate our account with WISK by pushing invoices in CSV format to [email protected]

Venue Name: {your venue’s name}

Address: {your venue’s street address}

Fintech ID: {your venue’s Fintech ID}

Thank you,”

Note: If you don’t have the Fintech ID, the street address should be enough for their team to identify your account.

If you want WISK to receive past invoices, in your email you can request how far back you want them to be sent (we recommend no more than 14 days).

Fintech will respond and may request a few details from you regarding authorization as well as a setup fee.

Completing the Integration

Once Fintech has confirmed that they are sending the invoices to WISK, our team will complete the last steps to import them into your account automatically.

Reviewing & Approving Draft Invoices

As WISK receives invoices from Fintech, they will appear in your account as draft invoices. All of the data, including the supplier, items, costs, and their quantities is pre-populated.

All you need to do is review and approve them, and the invoice items are added to your inventory.

To learn more, please see:

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