Breadwinner offers a powerful two-way integration between your finance software, such as Xero and NetSuite, and Salesforce. This integration allows seamless data consolidation directly into your Salesforce platform, making financial processes more accurate and efficient. With Breadwinner, Twopir helps businesses simplify financial management and gain a competitive edge by bringing invoicing, reporting, and real-time financial insights into one unified platform.
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What We Connect
Breadwinner bridges the gap between your finance system and CRM, allowing up-to-date financial data to flow seamlessly into Salesforce. This integration enhances operational efficiency by eliminating double data entry and enabling real-time access to invoices, payment statuses, and client financial details.
Breadwinner is a family of four native Salesforce apps, installed from the AppExchange as managed packages with no middleware in between. Each one keeps a finance system and Salesforce in two-way sync.
| Finance system | What syncs with Salesforce | What it means for your teams |
|---|---|---|
| Xero | Contacts, invoices, payments and credit notes, both ways. Bills and purchase orders with the Accounts Payable package. | Reps create invoices from a closed opportunity and see paid, due and overdue status on the account without logging in to Xero. |
| NetSuite | Customers, contacts, vendors, sales orders, estimates, invoices, payments, credit memos, purchase orders, items and inventory. | Order-to-cash data in the CRM, including OneWorld multi-subsidiary, multi-currency and multi-tax setups. |
| QuickBooks Online | Customers and invoices, both ways, on every QuickBooks Online tier. Purchase orders and bills as an add-on. | Invoices raised from an opportunity, account or custom object, with their status tracked on the Salesforce record. |
| Stripe, Square and Braintree | Payments through Breadwinner Payments, both ways. With Stripe, subscriptions and payment links too. | Charges taken from the Salesforce account record and, with Stripe, dunning and failed-charge events flowing back to it. |
Product behaviour is documented by Breadwinner on breadwinner.com. For NetSuite projects that need more than a connector, see our Salesforce NetSuite integration page.
With finance data embedded in Salesforce, sales teams can check client payment statuses or outstanding balances, enabling them to make informed follow-up decisions without waiting for finance department updates.
Automated financial processes reduce the likelihood of missed or delayed invoices, helping businesses collect revenue on time and preventing revenue leakage.
Sales, finance, and management teams can view all client-related financial and sales data from a single platform, fostering a holistic approach to client relationship management.
Breadwinner keeps a record of all transactions and changes, offering a transparent audit trail that supports compliance and accountability within financial processes.
With real-time invoice tracking and payment status visibility, businesses can proactively manage cash flow, identify pending payments, and make collection efforts sooner to accelerate cash flow cycles.
For businesses operating internationally, Breadwinner handles multi-currency transactions with ease, keeping exchange rates in sync and displaying accurate financial information in Salesforce.
Breadwinner enables you to generate financial reports directly in Salesforce. Access real-time, customized reports combining sales, cash flow, and financial data, which can be essential for informed decision-making.
In addition to invoicing, Breadwinner allows businesses to manage supplier invoices directly from Salesforce, consolidating both Accounts Receivable and Accounts Payable data in one location.
Breadwinner syncs payment statuses automatically, allowing sales teams to stay updated on payments without logging into separate finance systems.
Adjust the frequency of data syncing between Salesforce and Xero or NetSuite to fit your team’s needs, whether it’s real-time updates or batch syncs.
Twopir provides expert assistance with setting up and optimizing Breadwinner to maximize the benefits of Salesforce-finance integration. We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and we work with enterprise organizations too.
We support the integration of Xero and Salesforce with Breadwinner to ensure seamless functionality.
Our team can help you design invoice templates that suit your brand and streamline billing processes.
Planning a full rollout, from discovery to go-live and support? See our Breadwinner consulting and implementation services. Weighing Breadwinner against other connectors? Read our comparison of DBSync, Workato, Zapier and Breadwinner for QuickBooks.
With Breadwinner integrated into Salesforce, you can expect substantial improvements in your financial management and reporting capabilities:
Instantly access key financial data, including invoices and payment histories, directly in Salesforce.
Reduce manual work by automating tasks like invoice creation and updating client records.
Generate tailored reports that combine sales and financial data, giving you deeper insights into cash flow and revenue trends.
Access up-to-date financial information for more effective cash flow management and timely decision-making.
No. Breadwinner for QuickBooks connects QuickBooks Online to Salesforce, on every QuickBooks Online tier from Simple Start to Advanced. QuickBooks Desktop is not supported, so a Desktop company file has to move to QuickBooks Online before Breadwinner can sync it.
Yes. Each Breadwinner app is a managed package installed in your Salesforce org from the AppExchange, with no middleware or iPaaS between the two systems. It follows your Salesforce profiles, sharing rules and field-level security, and synced invoices and payments are Salesforce records you can use in standard reports, dashboards and Flows.
Yes. With Breadwinner for QuickBooks or Breadwinner for Xero, invoices can be created from an opportunity, an account or a custom object through a guided workflow, and their paid, due or overdue status comes back to the Salesforce record. Invoicing from any custom object is part of Breadwinner's Business plan.
Yes. Several QuickBooks Online or Xero organizations can be connected to one Salesforce org, each mapped to its own accounts and opportunities, as a Breadwinner add-on. Breadwinner for NetSuite handles OneWorld multi-subsidiary setups natively.
Breadwinner is SOC 2 Type II audited every year and has passed Salesforce's AppExchange security review. Its apps install in read-only mode, so nothing is written back to your finance system until an admin turns write-back on, and data is encrypted in transit and at rest.
Breadwinner integration is a game-changer for companies looking to unify their financial and CRM data on the Salesforce platform. Twopir Consulting’s expertise ensures a seamless setup, allowing your team to work with greater efficiency, accuracy, and insight. From custom templates to automated data syncing, trust Twopir to help you unlock the full potential of Breadwinner for Salesforce.
Breadwinner is one of several ways to connect Salesforce with finance. For the wider picture, see our Salesforce integration services, QuickBooks integration services and Salesforce NetSuite integration.
For assistance with integrating Salesforce and Breadwinner, reach out to Twopir Consulting by filling out the contact form below.
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