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Vendor Invoice Processor

How Wink's Document AI is Changing the Game for Trade Businesses

For trade businesses, administrative tasks can quickly become bottlenecks that drain resources and slow down operations. One of the most time-consuming challenges? Document processing. From vendor invoices to signed quotes, the mountain of paperwork facing trades professionals can be overwhelming—but it doesn't have to be!

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What Manual Document Processing is Costing You

If your team is spending hours manually entering data from invoices, reconciling purchase orders, or transferring information from signed quotes into your job management system, you're not alone. These tasks are tedious and expensive (time is money, right?).

Many of our clients report that before implementing automation:

  • Their AP teams spent up to 15+ hours monthly on manual data entry

  • Reconciling vendor invoices against purchase orders took days, not minutes

  • Job approvals were delayed while waiting for quote processing

  • Errors from manual entry created costly discrepancies

Introducing Document AI: Your Paperwork Autopilot

Wink Report's Document AI solution is changing how trade businesses handle documents by automating the extraction, processing, and reconciliation of critical business information. Think of it as putting your document workflows on autopilot, and eliminating manual entry while increasing accuracy.

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How Document AI Works

  • Automatically matching vendor invoices to your ServiceTitan POs and receipts

  • Extracting specific data points using natural language processing

  • Splitting multi-document PDFs into individual files

  • Syncing information directly with ServiceTitan, QuickBooks, Xero, or Sage

  • Ensuring 96% accuracy with human verification at no extra cost

The Solution

Real Results from Real Businesses

Take one of the largest Heating, Cooling, Plumbing & Electrical Services in Troy, MI, for example. Their team was drowning in vendor invoices that needed manual reconciliation against ServiceTitan purchase orders. After implementing Document AI, their AP team now approves line items in minutes, updates POs automatically, and syncs everything directly to their accounting system.

Or consider General Home Services in Australia, who transformed their external quote processing. Rather than manually transferring data from signed PDFs into their job system, AI now extracts all relevant details—including job numbers, customer approvals, and technician information—creating jobs automatically.

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No credit card required. 14-Day trial.

Beyond Basic OCR: A Complete Solution

While basic OCR (optical character recognition) tools can capture text, Document AI goes further by understanding context, reconciling information across systems, and triggering workflows based on document content. The system scales effortlessly to handle high-volume document processing (1,000+ invoices monthly) and doesn’t require technical expertise to manage.

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Return on Investment

The numbers speak for themselves

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80% reduction in invoice reconciliation time

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Elimination of 15+ hours of manual data entry monthly

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Faster job cycle times through automated approvals

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Reduced errors and improved audit trails

Frequently asked questions

How long does implementation take?

Typically just two weeks, including configuration, testing, and team training.

Can it process handwritten notes on documents?

Yes! The AI handles both typed text and legible handwriting.

What happens if something is incorrectly processed?

Every document undergoes human review before data syncing occurs, ensuring errors are caught and corrected.

Will this integrate with my existing systems?

Document AI seamlessly connects with ServiceTitan and major accounting platforms like QuickBooks, Xero, and Sage.

Simpler reporting 3 steps

Start Your Free Trial Today!

Ready to put your document processing on autopilot? Let Wink Reports change how your business handles paperwork and give your team valuable time to focus on growth instead of data entry.

Start your FREE -day trial

No credit card required. -Day trial.