Claude integration is coming soon — available 1–3 months after launch. Contact us to request early access.

Claude Integration

Your finance data,
inside Claude.

Ask Claude questions about your real finance data and get precise answers in seconds. Breadwinner connects your finance system to Claude via MCP — no login to NetSuite, QuickBooks, Xero, or Stripe required.

Request early access Contact sales
◉ Claude
JM
You

Which customers show signs of churning based on payment trends?

A
Claude using Breadwinner

I found 3 customers with concerning payment patterns:

Hartwell Group 2 late in 90d ↓ declining
Sterling Analytics Order vol -40% ↓ declining
Oakridge Supply Avg delay +12d → flat
JM
You

What's Hartwell Group's payment history this year?

A
Claude using Breadwinner

Hartwell Group — 6 invoices this year, total $380,000:

Paid on time
4 of 6
Avg delay
18 days
Outstanding
$42,500
Source
NetSuite

Works with the systems you already run

NetSuite NetSuite
QuickBooks QuickBooks
Xero Xero
Stripe Stripe

Claude reasons carefully.
Your finance data gives it the facts.

Claude is known for careful, nuanced analysis — but like any AI, it can only work with the data it has access to. Without a live connection to your finance system, it has to rely on what you paste in, which is slow, error-prone, and a data security concern.

Breadwinner connects Claude to your financial records via MCP, giving it direct access to real invoices, payments, inventory, and orders. Claude reasons over that data and gives you a clear answer — grounded in what's actually in your system.

How it works

Connect once, query forever

1

Connect your finance system

Link NetSuite, QuickBooks, Xero, or Stripe through our secure admin portal. Breadwinner caches your complete financial dataset for fast, reliable queries.

2

Configure data permissions

Define what financial data is accessible — full visibility, AR only, inventory only, or a custom scope. Sensitive data is excluded before Claude ever sees it.

3

Add the Breadwinner MCP server

Connect Breadwinner as an MCP server inside Claude. Once connected, Claude can retrieve data directly from your finance system — scoped to your permission settings.

4

Ask Claude about your finances

Ask a question in plain English. Claude reasons over the real data Breadwinner retrieves and returns a clear, precise answer — in seconds.

Careful reasoning, grounded in real data

Breadwinner gives Claude access to your finance data without sacrificing security, accuracy, or control.

Real Data Behind Every Answer

Breadwinner generates SQL against your cached finance data and passes the results to Claude. Every answer is grounded in actual records — not approximations or trained summaries.

Fast, Every Time

Finance data is cached and indexed locally, so Breadwinner retrieves results in about five seconds. Claude gets real data quickly — and so do you.

Read-Only by Architecture

It is impossible to modify your accounting data through Breadwinner AI. Claude can reason over your finance data freely — nothing ever changes as a result.

Permissioned at the Source

Admins define exactly what financial data is accessible through the MCP connection. Breadwinner enforces those boundaries — Claude only works with what you've authorised.

Complete Audit Trail

Every question and answer is logged in the Breadwinner admin portal. Full visibility into who asked what and when — nothing happens in the dark.

Claude's Reasoning on Your Numbers

Claude is particularly strong at structured analysis and nuanced reasoning. Combine that with real financial records and you get a powerful finance assistant.

Example questions

Ask Claude what used to take a finance analyst

VP

"Which customers are at risk of churning based on payment behaviour?"

VP of Customer Success looking for early warning signals

A
Claude via Breadwinner

3 customers flagged. Hartwell Group: 2 late payments in 90 days, avg delay 18 days. Sterling Analytics: declining order volume (-40% QoQ).

SD

"What's the total value of invoices to the healthcare sector this year?"

Sales director preparing a vertical-specific deck

A
Claude via Breadwinner

Healthcare sector: $1.2M across 84 invoices. Top: Hartwell Group ($380K), Oakridge Supply ($290K). Avg deal: $14,300.

CT

"Did we receive any payments over $100K last month?"

Controller doing a month-end review

A
Claude via Breadwinner

Yes — 3 payments. Sterling Analytics: $142,000 (Feb 8). Hartwell Group: $118,500 (Feb 14). Oakridge Supply: $106,200 (Feb 22).

PM

"What are our top 10 items by revenue in the last 90 days?"

Product team reviewing what's actually selling

A
Claude via Breadwinner

Top 3: Enterprise Suite ($284K, 47 units), Widget Pro ($196K, 312 units), API Access ($168K, 89 licenses). Full list returned.

Security

Your CFO will actually approve this

  • Read-only by design. Breadwinner AI cannot create, edit, or approve transactions. It is architecturally impossible to modify your accounting data through Claude.

  • Permissioned access. Admins define exactly what financial data is accessible via the MCP connection. Users can only see what they're authorised to see — regardless of how they phrase the question.

  • Full audit trail. Every question and answer is logged in the Breadwinner admin portal. Nothing happens outside your visibility.

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

Connect any finance system to Claude

Breadwinner AI works with NetSuite, QuickBooks, Xero, and Stripe. Pick your finance system to learn more.

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NetSuite Claude Integration
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QuickBooks Claude Integration
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Xero Claude Integration
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Stripe Claude Integration

Be first to query your finance data inside Claude

Works with NetSuite, QuickBooks, and Xero. Coming soon — contact us to get early access.

Request early access Contact sales