Your finance system,
natively inside Salesforce.
Create invoices, sales orders, and process payments — all from within Salesforce. Breadwinner installs directly from AppExchange and syncs your finance data into native Salesforce objects. No middleware. No iPaaS projects.
12+
Years on AppExchange
5★
AppExchange rating
SOC II
Type 2 certified
Sterling Cooper Draper Pryce
Agency · New York, NY
Create Invoice Breadwinner Finance System
NetSuite
Due Date
Total
Line Items
Invoice synced to NetSuite
#INV-4319 · $42,500 · Just now
Contact updated
D. Draper · 3m ago
Payment confirmed
$18,600 · Stripe · 5m ago
Payment received
Visa ····4242 · 2 min ago
Stop switching between your CRM and your finance system.
Every time a sales rep leaves Salesforce to check an invoice in NetSuite, QuickBooks, or Xero, they lose context and waste time. Most teams don't even have finance system licenses for their sales staff.
Breadwinner puts live finance data on the Salesforce record — create invoices, sales orders, and even process payments via Stripe, Square, or Braintree — all without leaving Salesforce. Invoice status, payment history, outstanding balances, inventory — visible to the people who need it, with the permissions to keep it secure.
Sterling Cooper Draper Pryce
Agency · New York, NY · 450 employees
Breadwinner Finance Outstanding
$31,400
Paid (90d)
$56,000
Credit
$65,800
A dedicated app, just for your finance system.
Each integration is a standalone AppExchange app built specifically for your system — install only what you need.
Breadwinner for NetSuite
Enterprise ERP meets CRM
Sync customers, invoices, payments, inventory, sales orders, and custom records between NetSuite and Salesforce. Create sales orders and invoices directly from Salesforce. Supports multi-subsidiary, multi-currency, and complex approval workflows.
Key capabilities
- Bi-directional customer & contact sync
- Sales order & invoice creation from Salesforce
- Payment status on every account
- Inventory and item availability lookups
- Multi-subsidiary and multi-currency support
- Custom object and field mapping
Breadwinner for QuickBooks
SMB accounting in your CRM
Connect QuickBooks Online to Salesforce for real-time invoice tracking, payment visibility, and streamlined quote-to-cash workflows. Create invoices directly from Salesforce. Multi-org support included.
Key capabilities
- Real-time invoice creation from Salesforce
- Payment status and A/R aging on accounts
- Contact sync with address reconciliation
- Multi-QuickBooks org support
- Native Stripe payment integration
- Pre-populated invoice fields and defaults
Breadwinner for Xero
Beautiful accounting, inside Salesforce
Bi-directional sync between Xero and Salesforce. Create invoices, track payments, and manage contacts without switching systems. Multi-Xero org ready.
Key capabilities
- Bi-directional contact and invoice sync
- Invoice creation from any Salesforce object
- Overdue invoice tracking and alerts
- Multi-Xero organization support
- Guided wizard for easy automation
- Granular read/write permission controls
Breadwinner for Payments
Collect payments from within Salesforce
Connect Stripe, Square, or Braintree to Salesforce. Create subscriptions, process charges, and send billing requests — all without leaving your CRM. SOC 2 Type II compliant with tokenized security.
Key capabilities
- Stripe, Square & Braintree support
- Subscription creation from Salesforce
- Real-time payment processing & billing
- Tokenized security — no card data exposure
- Payment method sync to Salesforce records
- Einstein Copilot & Custom Action ready
See it in action
Explore interactive demos or watch walkthroughs for each integration.
Install from AppExchange. Go live in hours.
No middleware projects. No months of configuration. Breadwinner is a native Salesforce app — install it and start syncing.
Install from AppExchange
One click to install the Breadwinner app for your finance system. No third-party middleware, no data leaving Salesforce.
Authenticate your finance system
Connect to NetSuite, QuickBooks, or Xero using OAuth. Breadwinner syncs your data into native Salesforce objects automatically.
Configure permissions and layouts
Set field-level security, add Breadwinner components to your page layouts, and define which profiles can see which data.
Your team has finance data
Sales reps see invoices on accounts. Ops sees inventory on orders. Everyone sees the data they need — no new tool to learn.
Why Breadwinner?
Are iPaaS and other project-based solutions proving to be too time-consuming and costly to implement when it comes to integrating your finance system and Salesforce? Breadwinner is a native and extensible, and adds value in hours/days, rather than weeks/months.
Extensible Product
Buy
Buy a native, extensible Salesforce integration that's been honed to meet use cases out-of-the-box, with full flexibility to support edge use cases.
Use for: Profound, fast, and efficient integration of your finance system with Salesforce.
iPaaS Project
Build
Build a generalist intermediation integration that connects systems in a many-to-many pattern. This type of approach is typically a long-running project.
Use for: Large, multifaceted, many-to-many integration projects across multiple platforms.
Custom Code
Invent
Invent a custom Salesforce integration using custom code. This project approach is long-running and has high maintenance requirements.
Use for: Integration projects with custom needs which are unsolvable with existing solutions.
"No other Salesforce integration has given me this much bang for the buck instantly. Extremely simple and quick to get up and running."
Salesforce Architect
AppExchange Review
Don't use Salesforce? Get the same data in Slack or Teams.
Breadwinner AI gives every employee conversational access to your company's finance data — through Slack, Teams, or any AI tool. Same data, same security, same company. No Salesforce required.
The Breadwinner platform
Salesforce Integration
Native AppExchange apps for CRM teams
Agentforce Accelerator
Finance data for Salesforce AI agents
Breadwinner AI
Conversational access via Slack, Teams, & AI tools
Put your finance data where your sales team already works
Native Salesforce apps for NetSuite, QuickBooks, Xero, and Payments. Install from AppExchange and go live today.
