Article Contents
Introduction
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. Alternatively they will be processed by the WISK team if your subscription includes invoice processing.
This is a significant time-saver as you won’t have to add each invoice manually, and reduces data-entry errors.
Note/Important: Fintech charges 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}
Please include the venue name in the email subject when sending invoices.
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.
Invoices are sent from Fintech to WISK via email as a CSV file.
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 (or the WISK Team will handle it if invoice processing is included in your subscription), and the invoice items are added to your inventory.
To learn more, please see:
Reporting Information Issues
In some cases, invoices sent via the Fintech integration may have missing or incorrect data (case or product size, missing UPC, etc.).
Fintech is an invoice aggregator, and each vendor manages the data they share with them. Vendor data can sometimes have mistakes or missing fields for invoice items.
When we receive an invoice via Fintech, it's a text file with this data. We parse it to create the invoice in your WISK account.
Note: We don't receive a digital copy of the paper invoice.
If the WISK Team processes your invoices and notices an issue, they'll ask you for more information. These invoices appear on the "Client Review Needed" tab on the Draft invoices page.
If you see an error on a processed invoice, please reach out to [email protected] and we can correct it. All we need is an image of the paper invoice to reference as the source of truth.
In summary, the integration with Fintech imports invoices into your account automatically, but there may be an occasional issue with the vendor's item data. We try to spot issues when our team processes the invoice, and will happily correct any issues brought to our attention.