Breadwinner for Salesforce

    4.59 out of 5 stars
    Breadwinner offers a fast and secure, simple yet powerful two-way sync between Salesforce and Xero, allowing sales and finance to work together seamlessly by providing a 360 degree real-time view of your financial data.

    Overview

    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.

    Explore all features of Breadwinner for Salesforce
    Breadwinner for Salesforce
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    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.

    Reviews & ratings

    4.6 out of 5 stars
    18 Reviews
    5 star(76%)
    4 star(18%)
    3 star(0%)
    2 star(0%)
    1 star(6%)
    EK
    Eoin Keith
    Posted
    5 out of 5 stars
    Breadwinner has been easy to install, our accounts people have found it to be a time saver without the need for double keying. Most important of all is the friendly and helpful support team. More often or not we have received responses within the hour. Would recommend this product for integrating to Xero.
    SB
    Small Business Web Designs
    Posted
    4 out of 5 stars
    When we ran Salesforce, we used Breadwinner but found it very expensive, so moved to a free app in the marketplace - it didn't sync or create invoices, but it was useful. Anyway if you have the budget, Breadwinner is likely for you!
    PG
    Paul Ginsberg
    Posted
    5 out of 5 stars
    Breadwinner is great and sets a high bar for Xero. I "have" to use Xero (so says my accountant) and "have" to use Salesforce (I'm a Salesforce consultant!); one of the powers of Breadwinner, for me, is that I can unlock all the Salesforce reporting functionality that Xero seems to lack - I can make the reports, decide what fields to include, align to my custom data that is otherwise locked away in Salesforce. Amazing! Oh, and it makes all that invoicing stuff far easier too... (no double data entries!)

    Additional info

    App details

    Added in 2014

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supporthelp@breadwinner.com

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