Make your Xero data
accessible to everyone.

Breadwinner connects Xero to Slack and Teams so any employee can ask financial questions and get real answers — without a Xero login or finance training.

Looking for a Salesforce + Xero integration? We've been doing that for 12 years. Learn more →
# finance-questions
Slack
BW
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LM
Laura M. 10:14 AM

Has Thornfield Group paid their latest invoice?

Breadwinner AI
Breadwinner AI APP

INV-1247 for Thornfield Group: Paid

Amount £4,200.00
Due date 28 Feb 2026
Paid on 25 Feb 2026
JT
James T. 10:18 AM

Which customers have invoices overdue by 30+ days?

Breadwinner AI
Breadwinner AI APP

3 contacts with invoices overdue 30+ days:

Marsden & Co
£6,800 52d
Bayfield Ltd
£3,150 34d
Finance Ops
Teams
BW
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Dana F. 9:40 AM

What were our total bills paid last quarter?

Breadwinner AI
Breadwinner AI APP

Bills paid Q4 2025: £87,420 across 23 suppliers

Harper & Sons £18,200
Cloud Nine IT £12,600
Elite Packaging £9,850
+ 20 more · Total: £87,420
RN
Rachel N. 9:45 AM

Any unreconciled transactions over £1,000 this month?

Breadwinner AI
Breadwinner AI APP

4 unreconciled over £1,000:

AWS Services
£3,240
WeWork Office
£1,850
+ 2 more

~5 sec

Response time

Read-only

By design

SOC II

Certified

12+ years

Finance integration experience

Xero has all the answers. Most of your team can't get to them.

Xero is clean, modern, and well-designed — for accountants and bookkeepers. For everyone else in the business, it's still a system they don't have access to. Sales teams message the finance team asking whether a customer has paid. Managers want to know cash position. Ops teams ask about supplier bills. All via Slack or email, all interrupting the person with the Xero login.

Breadwinner AI puts that data into the tools your team already uses — read-only, permissioned, and with a full audit trail.

How it works

Connected and running in under an hour

1

Connect your Xero account

Authorise Breadwinner through the admin portal using your Xero credentials. Breadwinner uses read-only access — it cannot modify your Xero data.

2

Your data is cached

Breadwinner replicates your full Xero dataset into a secure cloud database. Initial sync typically takes around 10 minutes.

3

Set up permission sets

Define what data each team or channel can see — AR for sales, bills for ops, or full visibility for management. Standard and custom sets available.

4

Connect to your team's tools

Link permission sets to Slack or Teams channels, or connect via MCP to ChatGPT, Gemini, or Claude. Everyone in that channel can start asking questions immediately.

Your full Xero dataset, queryable in seconds

Breadwinner caches your complete Xero data and maps it to a unified schema optimised for fast querying. Everything your accountant works with becomes available to your whole team — within the permissions you set.

Contacts & Customers

Full contact records including customer and supplier details, outstanding balances, payment terms, and transaction history.

Invoices & Payments

Every invoice, payment, and outstanding balance — queryable by contact, date, amount, or status. Includes partial payments and overpayments.

Bills & Accounts Payable

Supplier bills, payment status, and accounts payable aging — visible to finance and ops without a Xero login.

Items & Inventory

Your tracked and untracked inventory items including pricing, stock on hand, and sales history per item.

Bank Transactions

Reconciled and unreconciled bank transactions across all connected accounts — queryable by amount, date, or description.

Credit Notes & Refunds

Credit notes and refunds linked to original invoices — searchable by contact, period, or amount.

Example questions

Xero answers, no Xero login required

AM

"Has Thornfield Group paid their latest invoice?"

Account manager before a follow-up call

Breadwinner AI
Breadwinner AI APP

Returns the invoice amount, due date, and current payment status — in seconds, without logging into Xero.

BO

"What customers have invoices overdue by more than 30 days?"

Business owner reviewing collections

Breadwinner AI
Breadwinner AI APP

Returns a ranked list of contacts with overdue invoices, total outstanding amounts, and days past due.

FM

"What were our total bills paid last quarter?"

Finance manager reviewing cash outflows

Breadwinner AI
Breadwinner AI APP

Queries bill payment records for the period and returns a total with a breakdown by supplier and category.

OM

"What's the current stock level for our Starter Kit product?"

Operations manager checking before a customer order

Breadwinner AI
Breadwinner AI APP

Looks up the tracked inventory item in Xero and returns current quantity on hand instantly.

Pricing

Simple, usage-based pricing

Pay per channel, not per seat. One channel fee gives your whole team access to Xero data — no matter how many people ask questions.

Xero — SMB Tier

$100 / channel / month

Includes 1,000 questions per channel per month

  • $5 / active user / month (includes 50 questions each)
  • $0.05 per additional question above pool
  • Questions pool across all channels
  • Unanswered questions, support, and billing queries are free
  • All interfaces included — Slack, Teams, ChatGPT, and more
Security

Your accountant will actually approve this

  • Read-only connection. Breadwinner connects to Xero with read-only access. It is architecturally impossible to create, edit, or delete records through Breadwinner AI.

  • Granular permission sets. Control exactly what data each team or channel can see. Keep sensitive records — payroll, P&L, owner drawings — out of reach of the wrong people.

  • Full audit trail. Every question and answer is logged in the admin portal. Full visibility for management and any compliance needs.

  • SOC II certified. Breadwinner has over a decade of experience handling sensitive financial data for hundreds of companies.

Access Xero data through any interface

Connect Xero once. Your team accesses the data through whichever tool they already use.

Can I integrate Xero directly with Salesforce?

Yes. If you use Salesforce as your CRM and need a native, real-time Xero integration inside Salesforce, we've been doing exactly that for over 12 years. Breadwinner for Xero is a native Salesforce app — certified, SOC II compliant, and trusted by hundreds of companies. It syncs contacts, invoices, payments, credit notes, and more between Xero and Salesforce in real time.

This page is about Breadwinner AI — which gives your whole company access to Xero data through Slack, Teams, and AI tools, without needing a Salesforce license. Different products, same trusted company.

Give your whole company access to Xero data

Read-only. Permissioned. Logged. Set up in under an hour.