Breadwinner Integration: Finance Solutions

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.

Why Choose Breadwinner for Salesforce?

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 Benefits

• Streamlined Sales and Finance Collaboration:

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.

• Reduced Revenue Leakage:

Automated financial processes reduce the likelihood of missed or delayed invoices, helping businesses collect revenue on time and preventing revenue leakage.

• 360-Degree Client Visibility:

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.

• Improved Compliance and Audit Trail:

Breadwinner keeps a record of all transactions and changes, offering a transparent audit trail that supports compliance and accountability within financial processes.

• Faster Cash Flow Cycles:

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.

Breadwinner Features

• Invoice Management Across Multiple Currencies:

For businesses operating internationally, Breadwinner handles multi-currency transactions with ease, keeping exchange rates in sync and displaying accurate financial information in Salesforce.

• Enhanced Reporting Capabilities:

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.

• Accounts Payable Management:

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.

• Automatic Payment Status Updates:

Breadwinner syncs payment statuses automatically, allowing sales teams to stay updated on payments without logging into separate finance systems.

• Customizable Data Synchronization Frequency:

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.

How Twopir Consulting Can Help

Twopir provides expert assistance with setting up and optimizing Breadwinner to maximize the benefits of Salesforce-finance integration:

• Configuration and Setup: We support the integration of Xero and Salesforce with Breadwinner to ensure seamless functionality.
• Custom Invoice Templates: Our team can help you design invoice templates that suit your brand and streamline billing processes.

Results You Can Expect

With Breadwinner integrated into Salesforce, you can expect substantial improvements in your financial management and reporting capabilities:

• Enhanced Financial Visibility: Instantly access key financial data, including invoices and payment histories, directly in Salesforce.
• Automated Financial Processes: Reduce manual work by automating tasks like invoice creation and updating client records.
• Custom Financial Reporting: Generate tailored reports that combine sales and financial data, giving you deeper insights into cash flow and revenue trends.
• Improved Cash Flow Management: Access up-to-date financial information for more effective cash flow management and timely decision-making.

Conclusion

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.

For assistance with integrating Salesforce and Breadwinner, reach out to Twopir Consulting by filling out the contact form below.