Say good-bye to data silos and improve accuracy and efficiency with Breadwinner for Xero! Our native Salesforce integration reduces redundancy and duplication of effort by connecting the mission-critical apps you need to run your business. Breadwinner for Xero allows for Accounts Receivable and Accounts Payable reporting by Company and Opportunity in Salesforce, syncing real-time data from Xero – saving you time and money and resulting in a faster time to cash.
Quick Install: Get started in minutes with our unique 4-step setup wizard. Connect systems, update account and opportunity page layouts, and match accounts in little time.
Secure Operations: Safely operate with our unique Read-Only mode and user permissions sets. Our Salesforce native app allows management to let teams work at the appropriate levels.
Two-way Sync: Breadwinner is a true bi-directional syncing solution. Any changes made in Salesforce are updated in Xero and reflected back in Salesforce in minutes. Eliminate double data entry and empower your team to edit client contact details from within Salesforce when necessary, which will then be reflected in Xero in real time.
Address Match: It’s no secret that copying and pasting should be a thing of the past. Identify missing addresses and discrepancies between Salesforce and Xero and resolve them in just a few clicks with our Address Match functionality.
Create Invoices: Speed up time-to-payment and accelerate the sales cycle by creating Xero invoices easily from within Salesforce, from an Account, Opportunity, Order, or any custom object. Empower your sales and finance teams to quote and invoice efficiently.
Track Invoice Status: Allow your teams to track invoices within Salesforce, including those that are overdue, due, and current, making payment collections easier and faster.
Breadwinner for Salesforce + Xero
Breadwinner allows secure, controlled access to Accounts Payable and Accounts Receivable data from within Salesforce, allowing your sales team and collections team to reliably access specific Xero data without requiring Xero logins.
Sales teams work quicker and more efficiently, and Invoices are sent sooner and with higher accuracy. Invoice payment status is visible across your entire company, speeding time-to-payment.
Breadwinner works best when you have between 5-100 Salesforce Licenses.
If you have Salesforce and Xero, you can install our free trial today from the Salesforce AppExchange, https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4dkKEAR