Conversational Intelligence
with your Finance Stack.
Your finance data — NetSuite, QuickBooks, Xero — accessible to your whole team in Slack and Teams. No finance login required.
Which invoices are overdue by more than 30 days?
Found 7 invoices overdue 30+ days:
Did Acme Corp pay their last invoice?
Yes — Acme Corp paid invoice #INV-2847 on Nov 14, 2024.
What's the revenue breakdown by subsidiary this quarter?
Q1 total: $2.32M — US Operations $1.2M (52%), UK Division $680K (29%), APAC Group $440K (19%).
What's our total AP balance this week?
Total AP this week: $142,380 across 23 bills
Did Contoso Ltd pay their last invoice?
Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.
What customers have outstanding balances over $50,000?
Found 4 customers over $50K — Northwind Traders $87,200, Fabrikam Inc $72,500, Contoso Ltd $58,300, + 1 more. Total: $269,400.
Before & After
Same question.
Completely different experience.
Has Acme Corp paid their last invoice? I need to know before sending a new proposal.
No idea — ask Bob in finance, he has NetSuite access
@Bob can you check if Acme paid INV-2847?
Sorry, was in meetings all morning. Let me check...
3+ hours to get an answer
Karen sent the proposal without knowing — Acme had $8,400 overdue
Has Acme Corp paid their last invoice?
Yes — Acme Corp paid invoice #INV-2847 on Nov 14, 2024.
Note: Acme has $8,400 overdue on INV-2901 (47 days past due)
Perfect — 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
Works in the tools your team already uses
Native integrations for Slack, Teams, and SMS today. ChatGPT, Gemini, and Claude via MCP — launching soon.
Which invoices are overdue by more than 30 days?
Found 7 invoices overdue by 30+ days:
What's our total AP balance this week?
AP balance: $284,500
Today 2:47 PM
Which invoices are overdue by more than 30 days?
There are 7 invoices overdue by more than 30 days, totaling $41,890. Oldest: Acme Corp ($8,400, 47 days). Largest: Global Tech ($12,100).
ChatGPT · Breadwinner AI
Q4 revenue breakdown from NetSuite:
Claude · Breadwinner AI
Gross margin improved +4.2pp over the last 6 months:
Gemini · Breadwinner AI
AR aging summary as of today:
Up and running in an afternoon
No developer needed. No custom integrations. Connect and start answering questions today.
Connect your finance system
Link NetSuite, QuickBooks, or Xero using your existing credentials. Read-only access — nothing can ever be changed.
Install Slack or Teams app
Add Breadwinner AI to your workspace in one click. No developer or custom integration required.
Configure permission sets
Choose what financial data is visible — full access, or scoped by account type, transaction type, or role.
Start asking questions
Your team asks in plain English. Breadwinner AI responds with live, accurate data from your finance system.
Works with the systems you already run
Direct, read-only connections. No middleware, no export files, no stale data.
NetSuite
ERP · Enterprise
Example query answered in Slack:
"What's our P&L by subsidiary for Q3?"
QuickBooks Online
Accounting · SMB
Example query answered in Slack:
"Which customers haven't paid in 60+ days?"
Xero
Accounting · SMB
Example query answered in Slack:
"What's our cash position across all accounts?"
Also available: NetSuite Salesforce integration and QuickBooks Salesforce integration — native, bi-directional sync on AppExchange.
No hallucinations.
Only real data.
Most AI finance tools use RAG — 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.
Your team sees only what you allow.
Admins configure permission sets to control exactly what's visible — from inventory-only to full ERP visibility.
Show me the P&L report
⛔ Access restricted
Financial reports not available for this user.
Show me the P&L report
P&L by Subsidiary — Q3
Start your free 14-day trial
Simple, usage-based pricing that scales with your team. No feature tiers, no annual contracts, no surprises.
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Only pay for users who are active that month
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Questions pooled across all users
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Month-to-month — cancel anytime
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Free 14-day trial with no charge until day 15
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One plan, all features — no tiers to compare
FAQ
Frequently asked questions
Common questions about Breadwinner AI — how it works, what it costs, and how to get started.
Breadwinner AI supports NetSuite, QuickBooks Online, Xero, and Stripe. You can connect any combination — for example, NetSuite for accounting and Stripe for payments — and query all of them from the same interface.
Native apps for Slack, Microsoft Teams, and SMS are live today. ChatGPT, Claude, and Gemini integrations via Model Context Protocol (MCP) are coming soon. You can also query finance data from inside Salesforce or Agentforce.
Yes — Breadwinner AI is strictly read-only by architecture. It cannot create, edit, or delete any records in your finance system. Data flows one way: from your finance system to Breadwinner for querying.
Breadwinner AI translates plain-English questions into SQL queries against a cached copy of your finance data. This isn't RAG or document search — it's structured queries against real records, which is why answers are both fast (~5 seconds) and accurate.
Admins configure permission sets in the Breadwinner portal — controlling exactly what financial data each user, team, or channel can access. Permissions are enforced at query time regardless of how a question is phrased. Every question and answer is logged for a full audit trail.
No. Only an admin needs credentials for the initial connection. After that, anyone on your team can ask questions from Slack, Teams, SMS, or AI tools — no finance system login required.
Pricing starts at $200/month for QuickBooks, Xero, and Stripe (includes 10 users and 2,000 questions/month) or $1,000/month for NetSuite (includes 20 users). Additional users and questions are pay-as-you-go. 14-day free trial, no credit card required.
Most teams are live in under an hour: connect your finance system, configure permissions, install the Slack/Teams app, and your team can start asking questions.
Breadwinner is SOC 2 Type II certified. All data is encrypted in transit and at rest, hosted on AWS. We've been handling sensitive finance data for hundreds of companies since 2013.
Ready to stop emailing finance?
Start your free 14-day trial. No credit card required. Up and running in an afternoon.