Integrate Salesforce with Xero to Bridge the Gap Between Sales & Finance

Sales and finance teams often experience disconnects regarding data visibility. The integration between Salesforce and Xero aims to create a cohesive system and efficient communication between the teams.

When your sales and finance teams operate in separate systems with no shared visibility, friction is inevitable. Sales can’t see invoice statuses. Finance can’t see pipeline data. And everyone wastes time chasing information that should be at their fingertips.

Integrating Salesforce with Xero changes all of that.

Eliminates Silos and Encourages Collaboration

With Salesforce and Xero integrated, account managers can check invoice payment status without contacting finance separately. The finance team gains access to Salesforce data for cross-referencing before invoicing.

Breadwinner’s Invoice Collection feature allows users to view due and overdue invoices more intuitively, helping reduce delays and accelerate payments.

When both teams have access to the same data, collaboration happens naturally. Sales can factor in payment history when managing accounts. Finance can see the full picture before raising invoices. And leadership gets unified reporting across both platforms.

Increased Confidence in Data

Manual data transfer creates errors affecting book-to-bill accuracy. Every time someone copies a number from one system to another, there’s a chance for mistakes – wrong amounts, duplicate entries, or missing records.

Integration removes these manual tasks, enabling teams to report on reliable and factual information regarding:

• Invoices and their current status
• Purchase orders
• Estimated monthly recurring revenue
• Opportunities and their relationship to billing

When your data is automatically synced and always up to date, your team can make decisions with confidence instead of second-guessing their numbers.

Improved Productivity

Scaling businesses handling multiple orgs and different currencies benefit enormously from streamlined billing processes that keep teams aligned.

Instead of spending hours reconciling data between systems, your team can focus on high-value work – closing deals, nurturing customer relationships, and growing revenue.

The time savings compound as your business grows. What starts as a few hours saved per week becomes days of productivity gained across the organization.

Why choose Breadwinner?

• Lightning-fast integration with minimal setup
• Native Salesforce integration with ERP systems
• Unified financial and operational data visibility
• Salesforce-certified AppExchange solution