Port & Starboard

Port & Starboard is a strategy and consulting firm that helps businesses navigate growth. They rely on Salesforce for client management and Xero for accounting.

Port & Starboard
1

88% reduction in monthly invoicing time — from 3 days to 3 hours

2

Over 50 clients invoiced monthly with full visibility in Salesforce

3

Project managers track payment status directly in Salesforce without switching tools

"Breadwinner allows Salesforce and Xero to communicate which has eliminated a huge amount of manual data work each month."

Sandy Bachik, Salesforce Consultant at Port & Starboard

Sandy Bachik, Salesforce Consultant at Port & Starboard

Industry

Strategy & Consulting

Location

Australia

Finance System

Xero

Channels

Salesforce

Challenge

Port & Starboard's team spent several days each month manually extracting data from Salesforce and creating invoices in Xero. With over 50 clients invoiced monthly, the process was slow, error-prone, and pulled leadership away from client-facing work.

Solution

Breadwinner integrated Xero directly into Salesforce, allowing the team to create and manage invoices without leaving their CRM. Project managers gained real-time visibility into payment status, eliminating back-and-forth between systems.

How Port & Starboard Cut Monthly Invoicing From 3 Days to 3 Hours

The Challenge: Manual Invoicing That Didn’t Scale

Port & Starboard managed client relationships in Salesforce and accounting in Xero — but the two systems didn’t talk to each other. Every month, the team spent several days manually extracting data from Salesforce to create invoices in Xero. With over 50 clients to invoice, the process was tedious, error-prone, and took leadership away from the client work that actually mattered.

The Solution: Xero Inside Salesforce

Breadwinner connected Xero directly to Salesforce, eliminating the manual data transfer. The team could now create invoices and track payment status without leaving Salesforce. The integration was straightforward — even for someone new to the platform.

“The integration was easy, and we had no issues with the installation even though I was new to Salesforce at the time.” — Sandy Bachik, Salesforce Consultant, Port & Starboard

The Impact

What once took several days each month now takes just a few hours — an 88% reduction in invoicing time. Project managers can see which invoices are outstanding directly in Salesforce, reducing redundancy and improving visibility across the entire team.

“Before Breadwinner, it took several days each month to manually extract data from Salesforce and create invoices in Xero. Now, it only takes a couple of hours each month.” — Sandy Bachik, Salesforce Consultant, Port & Starboard

The benefits extended well beyond invoicing. With financial data visible in Salesforce, the whole team gained context they didn’t have before — turning what started as an invoicing project into a productivity win across the organization.

“We are very happy with Breadwinner and the link between Xero and Salesforce. It’s pretty amazing. This started as an invoicing project but has ended up benefiting the productivity of our entire team.” — Sandy Bachik, Salesforce Consultant, Port & Starboard