Secret Master Plan
Stony Grunow shares Breadwinner's vision and design philosophy after six years of building finance integrations for Salesforce.
Stony Grunow
December 6, 2019
After six years leading Breadwinner and conversations with thousands of Salesforce users seeking financial insights, the company has evolved from connecting solely to Xero and displaying invoices to developing a comprehensive integration philosophy.
Design Philosophy
Breadwinner’s core approach centers on maintaining “a full, live copy of all Customers, Items, Prices, Inventory, and Accounts Receivable” in Salesforce. This slave data structure ensures the accounting system remains the authoritative source, with Salesforce serving as a synchronized mirror.
Key architectural principles include:
- Records styled for non-technical staff comprehension
- Guided wizards enabling record creation for untrained users
- Read-only Salesforce records preventing unauthorized edits
- Admin modifications get overwritten by master accounting data
- Changes made through Salesforce trigger updates in accounting systems
- Cascading updates maintain data accuracy across platforms
Expansion and Vision
The company has integrated with Xero, QuickBooks, and NetSuite. Breadwinner positions these integrations as technological leaders suitable for approximately 90% of point-to-point integration scenarios.
Payment processor integrations for Stripe, PayPal, and Venmo aim to enhance both finance and sales operations through tight integration.
The declared goal: becoming “the go-to finance integration solution” for accounting platforms used by 5%+ of Salesforce customers.
Why choose Breadwinner?
- Lightning-fast Integration with minimal manual setup
- Native Salesforce integration with ERP and Financial Systems.
- Unified view of financial and operational data.
- Certified by Salesforce, and featured on AppExchange