For most businesses, Accounts Receivable (AR) is the financial engine quietly powering everything from cash flow to company growth. But when AR lives in an ERP system like NetSuite, QuickBooks, or Xero and sales and service teams live in Salesforce, this leads to visibility breakdown. Teams chase invoices manually. Decisions get delayed. And cash gets stuck in limbo.
That’s where Breadwinner changes the above.
By replicating financial data from your ERP platform into Salesforce (not just referencing it through slow API calls like Celigo or Mulesoft), Breadwinner gives your team instant access to the full Accounts Receivable picture right where they work.
The Challenges: Slow, Siloed Account Receivable Management
Disconnected systems cause common friction:
- Sales doesn’t know if a client has overdue invoices before pitching a new deal.
- Finance spends hours chasing payments instead of optimizing cash flow.
- Customer service can’t provide status updates without calling finance.
- Decision-makers don’t have a clear view of risk exposure or aging receivables.
These bottlenecks can stall growth, strain relationships, and sink your ability to plan proactively.
The Solution: Real-Time Account Receivable Data in Salesforce
Breadwinner transforms your AR process by seamlessly syncing invoice data from NetSuite, QuickBooks, or Xero into Salesforce. That means:
- Invoice status, due dates, payment history, and balances are visible instantly.
- Sales and service teams can act on payment status without waiting for finance.
- You eliminate the back-and-forth and start acting on real-time insights.
Not Just API Access but True Data Replication
Unlike other platforms that rely on on-demand API calls, Breadwinner replicates financial data into Salesforce in real time. This means:
- Lightning-fast access to receivables data
- No API limits or lags
- Better compatibility with Salesforce tools, reports, and AI
Your data isn’t just viewable, it’s usable. And that unlocks something powerful…
Agentforce: Activated Instantly
Because Breadwinner replicates data into Salesforce, it instantly enables Salesforce’s Agentforce, giving your revenue teams access to intelligent, AI-powered workflows.
With Agentforce and Breadwinner:
- Agents can see invoice status as part of every opportunity or customer record
- AI can prioritize follow-ups based on overdue accounts
- Smart reminders, automations, and task assignments reduce manual effort
- You speed up payment cycles and collect cash faster
There’s no custom build required. Just plug in Breadwinner and let Agentforce do the heavy lifting.
Use Cases in Action
Here’s how different teams benefit from Breadwinner-powered AR management:
Sales Teams
- See which accounts are overdue before chasing upsells
- Trigger reminders for payments or paused orders inside Salesforce
- Focus on high-value, low-risk clients
Finance Teams
- Reduce reliance on email or slack based follow-ups
- Track aging receivables without leaving Salesforce
- Improve Days Sales Outstanding (DSO) with automated alerts
Customer Success & Support
- Answer billing queries in real time
- Spot high-risk customers before renewal conversations
- Build trust through consistent, informed communication
Business Impact
Breadwinner’s AR integration delivers:
- Faster payment collection
- Stronger sales-finance alignment
- Improved customer experience
- Actionable insights for risk and cash flow management
And thanks to instant Agentforce activation, your team doesn’t just see financial data, they act on it, strategically and at scale.
Ready to Put AR Back in Control?
If you’re juggling spreadsheets, bouncing between platforms, or relying on finance to keep your pipeline clean, Breadwinner is your way forward.
Integrate Salesforce with NetSuite, QuickBooks, or Xero. Activate Agentforce. And give your business the real-time AR visibility it’s been missing.
👉 Book a demo and see how Breadwinner transforms your receivables into a growth engine.
