Conversational Intelligence
with your Finance Stack.

Your finance data โ€” NetSuite, QuickBooks, Xero โ€” accessible to your whole team in Slack and Teams. No finance login required.

# finance-questions
BW
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JT
James T. 2:03 PM

Which invoices are overdue by more than 30 days?

Breadwinner AI
Breadwinner AI APP 2:03 PM

Found 7 invoices overdue 30+ days:

Acme Corp $8,400 47 days
Global Tech $12,100 38 days
Horizon LLC $3,250 33 days
+ 4 more ยท Total: $41,890
SW
Sarah W. 2:05 PM

Did Acme Corp pay their last invoice?

Breadwinner AI
Breadwinner AI APP 2:05 PM

Yes โ€” Acme Corp paid invoice #INV-2847 on Nov 14, 2024.

Amount
$12,500.00
Status
โœ“ Paid
MR
Mike R. 2:08 PM

What's the revenue breakdown by subsidiary this quarter?

Breadwinner AI
Breadwinner AI APP 2:08 PM

Q1 total: $2.32M โ€” US Operations $1.2M (52%), UK Division $680K (29%), APAC Group $440K (19%).

T Finance Ops
BW
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AP
Amy P. 11:20 AM

What's our total AP balance this week?

Breadwinner AI
Breadwinner AI APP 11:20 AM

Total AP this week: $142,380 across 23 bills

Northwind Traders $48,200 Dec 15
Alpine Supply Co $31,750 Dec 18
Contoso Ltd $22,400 Dec 20
+ 20 more ยท Due this week: $142,380
MK
Mark K. 11:22 AM

Did Contoso Ltd pay their last invoice?

Breadwinner AI
Breadwinner AI APP 11:22 AM

Yes โ€” Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.

Amount
$18,750.00
Status
โœ“ Paid
LH
Lisa H. 11:25 AM

What customers have outstanding balances over $50,000?

Breadwinner AI
Breadwinner AI APP 11:25 AM

Found 4 customers over $50K โ€” Northwind Traders $87,200, Fabrikam Inc $72,500, Contoso Ltd $58,300, + 1 more. Total: $269,400.

IRIS SoftwareChowNowDuettoCampaign MonitorPhenom PeopleVeryonUpSellitBlues.io
IRIS SoftwareChowNowDuettoCampaign MonitorPhenom PeopleVeryonUpSellitBlues.io

Before & After

Same question.
Completely different experience.

Without Breadwinner AI
S
# sales-team
KL
Karen L. 9:14 AM

Has Acme Corp paid their last invoice? I need to know before sending a new proposal.

TM
Tom M. 9:16 AM

No idea โ€” ask Bob in finance, he has NetSuite access

KL
Karen L. 9:17 AM

@Bob can you check if Acme paid INV-2847?

BF
Bob (Finance) 12:43 PM

Sorry, was in meetings all morning. Let me check...

Still waiting...

3+ hours to get an answer

Karen sent the proposal without knowing โ€” Acme had $8,400 overdue

With Breadwinner AI
S
# finance-questions
KL
Karen L. 9:14 AM

Has Acme Corp paid their last invoice?

Breadwinner AI
Breadwinner AI APP 9:14 AM

Yes โ€” Acme Corp paid invoice #INV-2847 on Nov 14, 2024.

Amount
$12,500
Status
Paid
Days ago
119

Note: Acme has $8,400 overdue on INV-2901 (47 days past due)

KL
Karen L. 9:15 AM

Perfect โ€” I'll hold the proposal and follow up on that overdue balance first.

Answer in under 5 seconds

Karen caught the overdue balance before sending a new deal

Interfaces

Works in the tools your team already uses

Native integrations for Slack and Teams today. ChatGPT, Gemini, and Claude via MCP โ€” launching soon.

Breadwinner AI
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Acme Inc.

Channels

# finance-questions
# sales-team
# exec-updates
# warehouse-ops
# general

Direct Messages

Sarah K.
Bob F.
# finance-questions
JT
James T. 2:03 PM

Which invoices are overdue by more than 30 days?

Breadwinner AI
Breadwinner AI APP 2:03 PM

Found 7 invoices overdue by 30+ days:

Acme Corp $8,400 47 days
Global Tech $12,100 38 days
Horizon LLC $3,250 33 days
Summit Partners $6,800 35 days
+ 3 more  ยท  Total overdue: $41,890
Slack โˆ’
T
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Your Teams

โ—†Finance Ops
โ—†Sales Enablement
โ—†Marketing
โ—†Product
Finance Ops General
AP
Amy P. 11:20 AM

What's our total AP balance this week?

Breadwinner AI
Breadwinner AI APP 11:20 AM

AP balance: $284,500

Due < 30 days$142,300
30โ€“60 days$89,800
Overdue$52,400
Teams +
G
ChatGPT
Today
Q4 Revenue Analysis
Overdue Invoices
Vendor Payments
Budget Review
Yesterday
Monthly Close Status
AR Aging Summary
Q4 Revenue Analysis
Show me Q4 revenue by product line
G

ChatGPT ยท Breadwinner AI

Q4 revenue breakdown from NetSuite:

Enterprise SaaS $1.24M +18%
Professional Services $380K +7%
Support & Renewals $210K +22%
Consulting $95K +12%
Total Q4 revenue: $1.93M (+16% YoY)
ChatGPT +
C
Claude
Recent
Gross Margin Analysis
Vendor Trends
Cash Flow Review
Expense Audit
Gross Margin Analysis
Analyze gross margin trend, last 6 months
C

Claude ยท Breadwinner AI

Gross margin improved +4.2pp over the last 6 months:

Jul
61.2%
Aug
62.8%
Sep
63.1%
Oct
64.4%
Nov
65.0%
Dec
65.4%
Claude +
G
Gemini
Conversations
AR Aging Report
Budget vs Actuals
Monthly Close
Vendor Analysis
AR Aging Report
Summarize our AR aging report
G

Gemini ยท Breadwinner AI

AR aging summary as of today:

Current
$320,400
30โ€“60 days
$84,200
60+ days
$41,890
Total AR
$446,490
Gemini +
How it works

Up and running in an afternoon

No developer needed. No custom integrations. Connect and start answering questions today.

1

Connect your finance system

Link NetSuite, QuickBooks, or Xero using your existing credentials. Read-only access โ€” nothing can ever be changed.

2

Install Slack or Teams app

Add Breadwinner AI to your workspace in one click. No developer or custom integration required.

3

Set channel permissions

Define exactly what each channel can see โ€” by subsidiary, account type, transaction type, or role.

4

Start asking questions

Your team asks in plain English. Breadwinner AI responds with live, accurate data from your finance system.

How it's different

No hallucinations.
Only real data.

Most AI finance tools use RAG โ€” they retrieve documents and let the AI "guess" the answer. Breadwinner AI translates your question into a direct SQL query against your finance system and returns the exact data. Zero guesswork.

SQL query, not document retrieval
~5 second response from live data
Strictly read-only โ€” data cannot be modified
Per-channel permissions, not per-user roles
Natural language in, structured data out
Every query logged and auditable
Permissions

Every channel sees only what you allow.

The same question gets a different answer depending on the channel. Admins set permissions per channel โ€” from inventory-only to full ERP visibility.

Role-limited
#warehouse-ops
DK

Show me the P&L report

Breadwinner AI

⛔ Access restricted

Financial reports not available in this channel.

Full access
#finance-leadership
CF

Show me the P&L report

Breadwinner AI

P&L by Subsidiary โ€” Q3

US Ops$2.4M
EMEA$1.1M
APAC$680K
Pricing

Start your free 14-day trial

Simple, usage-based pricing that scales with your team. No feature tiers, no annual contracts, no surprises.

  • Only pay for users who are active that month

  • Questions pooled across all channels and users

  • Month-to-month โ€” cancel anytime

  • Free 14-day trial with no charge until day 15

  • One plan, all features โ€” no tiers to compare

Ready to stop emailing finance?

Start your free 14-day trial. No credit card required. Up and running in an afternoon.