Slack Integration

Your finance data,
one Slack message away.

Ask Breadwinner AI a question in any Slack channel and get a real answer from your finance system in seconds. No login, no training, no waiting for Bob.

# finance-questions
Breadwinner AI
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JT
James T. 2:03 PM

Which invoices are overdue by more than 30 days?

Breadwinner AI
Breadwinner AI APP 2:03 PM

Found 7 invoices overdue 30+ days:

Acme Corp $8,400 47 days
Global Tech $12,100 38 days
Horizon LLC $3,250 33 days
+ 4 more ยท Total: $41,890
SW
Sarah W. 2:05 PM

Did Acme Corp pay their last invoice?

Breadwinner AI
Breadwinner AI APP 2:05 PM

Yes โ€” Acme Corp paid invoice #INV-2847 on Nov 14, 2024.

Amount
$12,500.00
Status
โœ“ Paid
Due date
Nov 15, 2024
Source
NetSuite

Works with the systems you already run

NetSuite NetSuite
QuickBooks QuickBooks
Xero Xero
Stripe Stripe

Stop asking Bob.
Start asking Breadwinner.

Every company has a Bob in Finance โ€” the person who fields Slack messages all day from colleagues asking about invoices, payment status, and inventory levels. Bob costs $200K a year, and a big chunk of that salary goes to answering questions that AI can handle instantly.

Breadwinner AI replaces those interruptions with a Slack channel that anyone can query, anytime, with answers sourced directly from your finance system.

How it works

Up and running in under an hour

1

Connect your finance system

Link NetSuite, QuickBooks, Xero, or Stripe through our secure admin portal. Breadwinner caches your full financial dataset so queries are fast and reliable.

2

Set up permissions

Choose what data each channel can access โ€” full visibility, AR only, inventory only, or a custom set. Sensitive data stays hidden from the wrong eyes.

3

Add Breadwinner to a channel

Connect a permission set to any Slack channel. Everyone in that channel can ask questions โ€” scoped to the data you've approved.

4

Start asking questions

Type a question in plain English. Breadwinner AI returns an answer in about five seconds โ€” sourced directly from your finance data, not a guess.

Built for trust, speed, and simplicity

Finance data is sensitive. Breadwinner AI is designed from the ground up to give your team fast answers while keeping your CFO comfortable.

Real Answers, Not Summaries

Generates SQL against your cached finance data and returns precise results. This isn't RAG or document search โ€” it's structured queries against real records.

Five-Second Responses

Your finance data is cached locally, so queries run in seconds โ€” not minutes waiting for a slow API call to your finance system.

Strictly Read-Only

It is impossible to modify your accounting data through Breadwinner AI. We never write back to your finance system.

Granular Permissions

Control exactly what data is visible per channel. Give sales AR access, ops inventory access, and execs full visibility.

Every Conversation Logged

All questions and answers are tracked in the admin portal. Full audit trail of who asked what and when.

No Training Required

Your team already asks Bob these questions over Slack. Now they ask Breadwinner AI in the same place, the same way.

Example questions

The questions your team already asks โ€” answered in seconds

JT

"Did Acme Corp pay their last invoice?"

Account manager before a renewal call

Breadwinner AI
Breadwinner AI APP

Yes โ€” Acme Corp paid invoice #INV-2847 on Nov 14, 2024. Amount: $12,500. Status: Paid.

VP

"What's our total outstanding AR over 90 days?"

VP of Sales reviewing pipeline risk

Breadwinner AI
Breadwinner AI APP

Total overdue >90 days: $41,890 across 7 invoices. Largest: Acme Corp ($8,400, 47 days overdue).

SR

"Do we have 500 units of SKU-4821 in Dallas?"

Sales rep confirming availability

Breadwinner AI
Breadwinner AI APP

Dallas warehouse: 342 units available. Houston has 281 units. Combined: 623 units across TX locations.

FT

"Show me all credit notes from last quarter over $5K"

Finance team reconciling quarterly numbers

Breadwinner AI
Breadwinner AI APP

Found 4 credit notes totaling $28,400. Largest: Global Tech ($12,100, issued Sep 15).

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.

  • Channel-level permissions. Each Slack channel is connected to a permission set that controls exactly what data is visible. You control who's in the channel โ€” we control what data the channel can see.

  • Full audit trail. Every question and answer is logged and visible in the admin portal. Nothing happens in the dark.

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

Connect any finance system to Slack

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

Replace the finance bottleneck with a Slack channel

Works with NetSuite, QuickBooks, and Xero. Set up in under an hour. No training required.