Give Agentforce
finance superpowers.
Breadwinner's Agentforce Accelerator connects your Salesforce agents to live finance data from NetSuite, QuickBooks, or Xero.
Finance Agent
Powered by Breadwinner + Agentforce
I have access to your NetSuite data. I can look up customer balances, invoice statuses, payment history, and inventory levels. What would you like to know?
What's the outstanding balance for Acme Corp? Any overdue invoices?
Here's Acme Corp's current position:
Outstanding
$47,200
Overdue
$12,800
1 invoice overdue: #INV-3842 — $12,800, due Jan 15. 34 days past due.
< 60 min
Setup to live conversations
1M records
Supported per org
5 min
Data sync frequency
12+ yrs
On AppExchange
The missing piece for Agentforce: real financial data.
Agentforce is powerful — but agents can only work with the data they can access. Most finance data lives outside Salesforce, locked in NetSuite, QuickBooks, or Xero. Without it, agents can't answer billing questions, check payment statuses, or provide complete customer context.
Breadwinner's Agentforce Accelerator bridges that gap. It syncs your finance data into native Salesforce objects and comes with pre-built agent topics and actions — so your agents can handle billing queries, payment lookups, and account health checks out of the box.
Pre-built agent topics
Ready-to-use Agentforce topics covering billing inquiries, payment status, customer balances, and invoice lookups. No prompt engineering required.
Pre-built agent actions
Actions that query your synced finance data and return structured results. Agents answer customers with real numbers, not generic responses.
Customizable scope
Start with the defaults, then extend. Add your own topics and actions as your Agentforce deployment grows.
Choose your finance system
Each Agentforce Accelerator is available as a standalone AppExchange package. Install the one that matches your stack.
Agentforce Accelerators require the corresponding Breadwinner Salesforce app to be installed in your org.
NetSuite
Agentforce Accelerator
Sync customer data, vendor records, sales orders, invoices, and inventory from NetSuite into Salesforce — ready for Agentforce in under a day.
- Customer & vendor data
- Invoices & payments
- Sales orders & inventory
- Multi-subsidiary support
QuickBooks
Agentforce Accelerator
Connect QuickBooks Online to Salesforce and give your agents real-time A/R visibility, invoice tracking, and payment status.
- A/R and payment history
- Invoice creation & tracking
- Contact sync
- Multi-org support
Xero
Agentforce Accelerator
Bridge Xero accounting data into Salesforce so agents can access client financial health, overdue invoices, and payment statuses instantly.
- Financial health insights
- Overdue invoice tracking
- Bi-directional sync
- Guided automation
Live in under 60 minutes
Most Agentforce implementations stall because there's no data to work with. Breadwinner fixes that instantly.
Install from AppExchange
Pick the Accelerator for your finance system. Install it directly into your Salesforce org — no middleware, no external dependencies.
Connect and sync
Authenticate with your finance system. Breadwinner automatically maps and syncs financial records into native Salesforce objects. Data refreshes every 5 minutes.
Activate your agents
The pre-built Agentforce topics and actions are ready to go. Your agents can immediately answer billing questions, look up invoices, and check account health.
Enterprise-grade security from a company that's handled finance data for over a decade.
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SOC II Type 2 certified. Breadwinner maintains rigorous compliance with continuous security reviews and annual recertification.
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Native Salesforce architecture. No data leaves Salesforce. Everything lives in native objects governed by your existing sharing model and field-level security.
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10+ years of trust. Hundreds of companies trust Breadwinner with their most sensitive finance data. We've been on AppExchange since 2013.
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Read-only option available. Configure agents with read-only access to finance data. Agents can answer questions but cannot create or modify records.
Not using Salesforce? Breadwinner AI works everywhere.
Breadwinner AI gives every employee conversational access to finance data — through Slack, Microsoft Teams, or any AI tool. Same trusted platform, same security standards, no Salesforce required.
One platform, every channel
Agentforce Accelerator
Pre-built topics & actions for Salesforce agents
Salesforce Integration
Native AppExchange apps for CRM teams
Breadwinner AI
Conversational access via Slack, Teams, & AI tools
Finance data for Agentforce in under an hour.
Enterprise-grade security. Pre-built Agentforce topics and actions. Powered by Breadwinner's trusted Salesforce integration.