Finance data,
wherever your team works.
Native Salesforce apps for NetSuite, QuickBooks, and Xero. Plus Breadwinner AI for Slack, Teams, and the AI tools your team already uses. One trusted company connecting finance data to everything.
12+ years
in finance integrations
Salesforce Partner
since 2014
SOC 2
Type II certified
5-star rated
on AppExchange
Trusted by finance and operations teams at hundreds of companies
Two products, one company
Which Breadwinner is right for you?
Two products built on 12+ years of finance integration experience. Pick the one that matches how your team works.
Breadwinner Salesforce Apps
Native AppExchange apps that bring finance data directly into Salesforce. Two-way real-time sync between your CRM and your finance system — no middleware, no custom code.
Best for: teams living inside Salesforce who need finance data on every record.
Breadwinner AI
Let your whole team ask finance questions in plain English — from Slack, Teams, SMS, or AI tools. Read-only, permissioned, and answered in seconds. No finance system login required.
Best for: everyone else on the team — sales, ops, execs — who needs finance answers fast.
Every tool your team uses
See Breadwinner wherever
your team works.
Pick a tool — see it in action and find the right integration for your finance stack.
Native Salesforce app Finance data directly inside Salesforce.
Native AppExchange apps. Real-time two-way sync between your finance system and Salesforce.
Breadwinner · QuickBooks Invoices 
QuickBooks Invoices
30 items · Updated a few seconds ago
| # | Invoice Number | Status | Account | Due Date | Amount Overdue | Total |
|---|---|---|---|---|---|---|
| 1 | INV-1191 | Open | Rago Travel Agency | 1/20/2026 | 0.00 | 510.84 |
| 2 | INV-1167 | Paid | Dukes Basketball Camp | 11/30/2025 | 0.00 | 401.76 |
| 3 | INV-1190 | Open | Rago Travel Agency | 1/31/2026 | 0.00 | 459.00 |
| 4 | INV-1033 | Overdue | Geeta Kalapatapu | 1/15/2023 | 629.10 | 629.10 |
| 5 | INV-1183 | Open | Rago Travel Agency | 1/31/2026 | 0.00 | 408.24 |
| 6 | INV-1150 | Paid | Dukes Basketball Camp | 11/30/2025 | 0.00 | 716.04 |
| 7 | INV-1178 | Overdue | Rago Travel Agency | 12/31/2025 | 389.88 | 389.88 |
| 8 | INV-1175 | Overdue | Rago Travel Agency | 12/31/2025 | 385.56 | 385.56 |
By the numbers
A decade of compounding finance expertise.
Six finance systems. Eight ways to work. One trusted platform connecting them all.
Years
connecting finance to where your team works
Founded 2013
Finance Systems
NetSuite, QuickBooks, Xero, Stripe, Braintree, Square
All major platforms
Ways to Work
Salesforce, Slack, Teams, SMS, and AI tools
Meet teams where they are
Star Rating
Salesforce AppExchange average
From verified customers
Customer stories
Real outcomes from real finance teams.
What's possible when finance data flows where your team already works.
80%
faster SLA processing during peak growth
"Breadwinner cut our SLA processing during a busy time by 80%. Client-facing teams can now assist clients without needing to loop in the finance team."
Pertlita Ortega
Sr. Director, Client Experience
7 days
from install to live in production
"I've been thrilled with how easy it was to install Breadwinner — and how well the integration works."
Christin Miller
Salesforce Platform Manager
3 → 1
systems consolidated, manual reconciliation gone
"The implementation was great. It was one of our best experiences getting started with new software."
Leah Speziale
Accounts Receivable Manager
Trust & security
Your CFO will actually approve this.
Finance data is sensitive. Breadwinner is built read-only by architecture — not by policy — and enforced with the controls, audits, and certifications enterprise finance teams require.
Read-only by architecture
Cannot writeIt is architecturally impossible to modify, create, or delete records through Breadwinner. Data flows one way — from your finance system to Breadwinner for querying.
Granular access controls
Admin-definedAdmins define exactly what financial data each user or team can access. Scope by account type, department, channel, or user. Enforced at query time, regardless of how a question is phrased.
Full audit trail
Always loggedEvery question and answer is logged in the admin portal — who asked, when, and what data they saw. Complete visibility for compliance teams and internal oversight.
Certified & compliant
SOC 2 Type IISOC 2 Type II certified with annual audits. Data encrypted in transit and at rest. Infrastructure on AWS. Salesforce Partner since 2014, listed on AppExchange.
Certified, listed, and trusted
SOC 2 Type II
Salesforce Partner since 2014
Listed on AppExchange
5-star on AppExchange
Ready to see what Breadwinner can do?
Book a 30-minute walkthrough with our team, or explore the product that fits your stack.
Trusted by finance and operations teams since 2013 · SOC 2 Type II · Salesforce Partner since 2014