• Breadwinner is a two-way integration software between your finance system and Salesforce. It allows seamless consolidation of data from programs such as Xero and NetSuite into your Salesforce platform.
  • With easy installation, it immediately facilitates more accurate and efficient financing within the Salesforce platform to allow your business to gain a competitive edge.
  • Breadwinner for salesforce breadwinner brings up-to-date Xero invoices into salesforce allowing for receivable reporting by company and opportunity.
  • Breadwinner helps businesses scale and grow.
  • Breadwinner is great and sets a high bar for Xero

Features:

  • Create and track invoices
  • Sync and pre-fill invoice data
  • Process supplier invoices
  • See client data in real-time
  • Access financial data securely within Salesforce

What makes this tool so special?

  • Efficient Invoicing: Create and send invoices and track their status (paid, due, overdue) within Salesforce.
  • Improve Data Accuracy: Reduce human error through pre-fill data and elimination of double data entry.
  • Increase Accessibility: Easily view invoices and client data, while managing employee permissions on documents.
  • Work in Real-Time: Automatically sync data between systems to keep all your teams updated.

How Can We Help:

  • We can help to setup Xero ansd Salesforce with the help of breadwinner .
  • We can help to create invoice template