Breadwinner
by Breadwinner · CRM Integration
Salesforce-native two-way sync to NetSuite, QuickBooks, and Xero
- Works with
- NetSuite, QuickBooks, Xero
- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Subscription
- Founded
- 2013
Overview
Breadwinner is a finance integration company that builds native Salesforce AppExchange applications connecting Salesforce to finance and ERP systems including NetSuite, QuickBooks, and Xero. Rather than acting as a general-purpose iPaaS, it focuses specifically on bringing finance data such as invoices, payments, and accounting records directly into Salesforce with real-time two-way sync.
Because the apps are Salesforce-native and built on the AppExchange, there is no separate middleware to host; the integration runs inside the Salesforce environment. This lets sales, finance, and operations teams view and act on accounting and ERP data without leaving the CRM, supporting use cases like invoicing from opportunities and tracking payment status on accounts.
Breadwinner has operated in the Salesforce finance integration space for over a decade and is SOC 2 certified. It has more recently extended into conversational and AI-driven finance experiences layered on top of its native integrations, including support for Agentforce.
Screenshots & demo
Demo video hosted on YouTube.
Features & capabilities
Salesforce-native integration
Finance data inside the CRM
- Native AppExchange applications
- No external middleware to host
- Finance objects within Salesforce
- Runs in the Salesforce security model
- Configurable field mappings
Two-way finance sync
Real-time bi-directional data flow
- Real-time two-way sync
- Invoice creation and sync
- Payment status tracking
- Customer and account matching
- Credit memo and refund sync
NetSuite integration
Salesforce-to-NetSuite connectivity
- Bi-directional Salesforce-NetSuite sync
- Sales order and invoice flows
- Customer record sync
- Financial data visibility in Salesforce
QuickBooks and Xero integration
Accounting connectivity
- QuickBooks Online sync
- Xero sync
- Invoice and payment sync
- Multi-entity support
AI and conversational finance
AI layered on integrations
- Conversational AI for finance
- Agentforce integration
- Natural-language finance queries
Common use cases
- Viewing invoices and payment status inside Salesforce
- Creating invoices in NetSuite or QuickBooks from Salesforce
- Syncing accounts and customers between CRM and accounting
- Giving sales visibility into a customer's financial standing
- Eliminating separate middleware for Salesforce finance sync
- Tracking accounts receivable from within the CRM
- Connecting Salesforce to Xero for SMB accounting
- Querying finance data conversationally in Salesforce
Strengths & considerations
Strengths
- Fully Salesforce-native with no separate middleware to host
- Specialized focus on finance and ERP data in Salesforce
- Real-time two-way sync rather than batch-only
- Over a decade of focus on Salesforce finance integration
Considerations
- Designed specifically for Salesforce as the CRM endpoint
- Scope centered on finance/accounting data rather than full ERP
- Supported finance systems limited to its core connectors
ERP integrations
Pricing
Subscription pricing varies by connected finance system and usage; quoted via the vendor Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Salesforce-native (runs within the Salesforce platform)
- Data residency
- US
- Compliance
- SOC 2
- Mobile app
- No
- Languages
- English
About the vendor
- Founded
- 2013
- Ownership
- Private
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Breadwinner — frequently asked questions
Does Breadwinner require middleware?
No. Breadwinner's apps are native to Salesforce and run within the Salesforce platform, so there is no separate iPaaS or middleware to host.
Which systems does Breadwinner connect to Salesforce?
It provides native two-way integration between Salesforce and NetSuite, QuickBooks, and Xero.
Is the sync real-time?
Breadwinner offers real-time two-way synchronization between Salesforce and the connected finance system.
Is Breadwinner secure?
Breadwinner states it is SOC 2 certified and runs within the Salesforce security model.
Evaluating CRM Integration?
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