Make your QuickBooks data
accessible to everyone.
Breadwinner connects QuickBooks Online to Slack and Teams so any employee can ask financial questions and get real answers — without a QuickBooks login or finance training.
Looking for a Salesforce + QuickBooks integration? We've been doing that for 12 years. Learn more →
Has Riverstone Media paid their last invoice?
Riverstone Media — Invoice #1047: Paid
Which customers have overdue balances over $5,000?
3 customers overdue >$5K:
What were our total expenses last month by category?
February 2026 expenses: $47,320 across 6 categories
What's the price of our Premium Support package?
Premium Support — Service item
~5 sec
Response time
Read-only
By design
SOC II
Certified
12+ years
Finance integration experience
QuickBooks is great for your bookkeeper. Not so great for the rest of your company.
QuickBooks Online is where your financial truth lives — invoices, payments, expenses, and customer balances. But access is limited to whoever has a login, and the interface isn't built for the rest of the company to browse.
So sales teams message the bookkeeper asking whether a customer has paid, ops teams ask about vendor bills, and managers want to know cash position — all via Slack or email, all interrupting whoever holds the QuickBooks login. Breadwinner AI makes that data available to everyone, without handing out QuickBooks seats.
Connected and running in under an hour
Select finance system
NetSuite 
QuickBooks 
Xero Your data is cached
Breadwinner replicates your full QuickBooks dataset into a secure cloud database. Initial sync typically takes around 10 minutes.
Slack channels
Start asking questions
Type a question in plain English. Get an answer in ~5 seconds, sourced from your QuickBooks data.
Connect QuickBooks Online
Authorise Breadwinner through our secure admin portal. Read-only access — we never write back to your data.
Sales Team
CustomConnect to Slack, Teams, or AI
Configure permission sets to control what users can, and cannot, see.
Sarah M.
What's our outstanding balance for Bright Ideas Co?
Breadwinner AI
APPBright Ideas Co: $12,400 overdue
#INV-1082
$7,200
#INV-1095
$5,200
Connect QuickBooks Online
Authorise Breadwinner through the admin portal using your QuickBooks Online credentials. No changes to your QuickBooks configuration required.
Your data is cached
Breadwinner replicates your full QuickBooks dataset into a secure cloud database. Initial sync typically takes around 10 minutes.
Set up permission sets
Choose what financial data is visible — full access, or just the areas that matter. One configuration, done in minutes.
Connect to your team's tools
Connect to Slack, Teams, or AI tools like ChatGPT, Gemini, or Claude. Start asking questions immediately.
Your full QuickBooks dataset, queryable in seconds
Breadwinner caches your complete QuickBooks Online data and maps it to a unified schema optimised for fast querying. Everything your bookkeeper works with becomes available to your whole team — within the permissions you set.
Customers & Contacts
Full customer records including contact details, payment terms, outstanding balances, and transaction history.
Invoices & Payments
Every invoice, payment, partial payment, and outstanding balance — queryable by customer, date, amount, or status.
Bills & Expenses
Vendor bills, expense records, and accounts payable — visible to finance and ops teams without a QuickBooks login.
Items & Products
Your full product and service catalogue including pricing, descriptions, and sales history per item.
Vendors
Vendor records, payment terms, outstanding bills, and purchase history across your supplier base.
Credit Notes & Refunds
Credit memos, refunds, and adjustments — searchable by customer, period, or amount.
Currently supports QuickBooks Online. QuickBooks Desktop support coming in future.
QuickBooks answers, no QuickBooks login required
"Has Riverstone Media paid their last invoice?"
Account manager before a follow-up call
Returns the invoice amount, due date, and current payment status — in seconds, without logging into QuickBooks.
"Which customers have overdue balances over $5,000?"
Business owner reviewing cash flow
Returns a ranked list of customers with overdue amounts, days past due, and total outstanding balances.
"What were our total expenses last month by category?"
Operations manager reviewing spend
Queries expense records and returns a breakdown by category — travel, software, payroll, contractors — for the period.
"What's the price of our Premium Support package?"
Sales rep on a call with a prospect
Looks up the item in your QuickBooks catalogue and returns the current price and description instantly.
Simple, usage-based pricing
One flat monthly price with users included. Add more as you grow.
QuickBooks · Xero · Stripe
$200
/ month
Includes 10 users
$5 / month per additional user
All features included
Includes 2,000 questions/month plus 50 per additional paid user. View full pricing →
Ask in any language
Your accountant will actually approve this
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Read-only connection. Breadwinner connects to QuickBooks with read-only access. It is architecturally impossible to create, edit, or delete records through Breadwinner AI.
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Granular permission sets. Control exactly what financial data is visible. Keep sensitive records — owner draws, payroll, P&L — out of reach of the wrong people.
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Full audit trail. Every question and answer is logged in the admin portal. Full visibility for the business owner and any compliance needs.
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SOC II certified. Breadwinner has over a decade of experience handling sensitive financial data for hundreds of companies.
Access QuickBooks data through any interface
Connect QuickBooks once. Your team accesses the data through whichever tool they already use.
Can I integrate QuickBooks directly with Salesforce?
Yes. If you use Salesforce as your CRM and need a native, real-time QuickBooks integration inside Salesforce, we've been doing exactly that for over 12 years. Breadwinner for QuickBooks is a native Salesforce app — certified, SOC II compliant, and trusted by hundreds of companies. It syncs customers, invoices, payments, products, and more between QuickBooks and Salesforce in real time.
This page is about Breadwinner AI — which gives your whole company access to QuickBooks data through Slack, Teams, and AI tools, without needing a Salesforce license. Different products, same trusted company.
FAQ
QuickBooks + Breadwinner AI FAQ
Common questions about accessing QuickBooks data through Breadwinner AI.
You can access your full QuickBooks Online dataset including customers, invoices, payments, bills, expenses, items, vendors, and credit notes. All data is read-only — Breadwinner AI cannot modify anything in your QuickBooks account.
Breadwinner AI uses webhooks to keep your QuickBooks data fresh. When you create an invoice, record a payment, or add a bill in QuickBooks, Breadwinner AI receives that update automatically. Most data syncs within seconds.
You control permissions through data access configurations. You can grant full access to everyone, or restrict teams to specific areas of data (e.g., only AP for operations, only AR for sales). Every query is audit-logged.
Breadwinner AI for QuickBooks is $200/month and includes 10 users, 2,000 questions per month, and unlimited access to all features. Additional users are $5/month each, and overages are $0.05 per question.
Yes. Breadwinner AI is SOC II certified, uses read-only access to your QuickBooks account, encrypts all data in transit and at rest, and stores everything in AWS. Every query is logged for full audit compliance.
Setup typically takes under an hour. You authorize Breadwinner AI through the admin portal (5 minutes), your data syncs from QuickBooks (usually 10 minutes), you set up permission sets (5 minutes), and then connect to Slack, Teams, or AI tools (5 minutes).
No. The Salesforce app is a managed package that lives inside Salesforce and syncs data bi-directionally. Breadwinner AI is a separate platform that connects QuickBooks to Slack, Teams, ChatGPT, Gemini, and Claude — no Salesforce required.
Breadwinner AI works with Slack and Microsoft Teams natively, and is coming to ChatGPT, Google Gemini, and Claude through Model Context Protocol (MCP). You ask questions in the interface your team already uses.
Give your whole company access to QuickBooks data
Read-only. Permissioned. Logged. Set up in under an hour.