Microsoft Teams Integration
Your finance data,
right inside Teams.
Ask Breadwinner AI a question in any Teams channel and get a real answer from your finance system in seconds. No license needed, no training, no waiting on a colleague.
What's our total AP balance this week?
Total AP this week: $142,380 across 23 bills
Did Contoso Ltd pay their last invoice?
Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.
Works with the systems you already run
NetSuite 
QuickBooks 
Xero 
Stripe Your finance team shouldn't be a help desk.
In most companies, someone on the finance team spends a big part of their day answering Teams messages from colleagues — "Has this customer paid?" "What's in stock?" "Can you pull that invoice?" That person costs $200K a year, and too much of that goes to answering questions that don't require human judgment.
Breadwinner AI puts a channel in Microsoft Teams that anyone can query — with answers pulled directly from your finance system, in seconds.
Set up in under an hour, no IT project required
Select finance system
NetSuite 
QuickBooks 
Xero Configure permissions
Define what data each channel can access — full visibility, AR only, or a custom scope.
Teams channels
Ask away
Type a question in plain English. Get an answer in ~5 seconds, sourced from your finance data.
Connect your finance system
Link NetSuite, QuickBooks, Xero, or Stripe. We cache your full dataset for fast queries.
Sales Enablement
CustomAdd to a Teams channel
Connect a permission set to any channel. Everyone in it can ask questions scoped to approved data.
Amy P.
Total AP balance?
Breadwinner AI
APP$142,380 across 23 bills
Due this week
$142,380
Overdue
$28,400
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.
Configure permissions
Define what data each channel can access — full visibility, accounts receivable only, inventory only, or a custom scope. Keep sensitive data out of the wrong hands.
Add Breadwinner to a Teams channel
Connect a permission set to any Microsoft Teams channel. Everyone in that channel can ask financial questions — limited to the data you've approved.
Ask away
Type a question in plain English. Breadwinner AI returns an answer in about five seconds — pulled directly from your finance data, not generated from a summary.
Designed for speed, security, and zero friction
Finance data is sensitive. Breadwinner AI gives your team fast, accurate answers while maintaining the controls your finance team needs.
Real Answers from Real Data
Breadwinner AI runs SQL against your cached finance data and returns precise results. No RAG, no document search, no guessing — structured queries against actual records.
Answers in Seconds
Your finance data is cached and indexed, so queries return in about five seconds — not minutes spent waiting on a slow finance system API.
Read-Only by Design
Breadwinner AI cannot create, edit, or approve transactions. It is architecturally impossible to modify your accounting data. Ask anything — nothing changes.
Channel-Level Permissions
Each Teams channel connects to a permission set that controls data visibility. Sales sees AR, ops sees inventory, execs see everything — all from different channels.
Complete Audit Trail
Every question and answer is logged in the admin portal. Full visibility into who asked what and when — no conversations happen in the dark.
Zero Training Needed
Your team already messages colleagues in Teams to ask about invoices and inventory. Now they message Breadwinner AI instead. Same workflow, instant answers.
The questions your team already asks — answered instantly
"Has Contoso Ltd paid invoice INV-2024-0891?"
Account manager following up before a meeting
Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024. Amount: $18,750. Status: Paid.
"What customers have outstanding balances over $50,000?"
Finance director reviewing exposure
Found 5 customers. Largest: Northwind Traders ($72,400, 38 days overdue). Total exposure: $289,100.
"How many units of Widget Pro are in the Chicago warehouse?"
Operations manager planning a shipment
Chicago warehouse: 342 units available. Detroit has 281 units. Combined Midwest: 623 units.
"What were our total credit notes last quarter?"
Controller reconciling quarterly financials
Found 6 credit notes totaling $34,200. Largest: Northwind Traders ($14,800, issued Oct 22).
Built for finance teams who take security seriously
-
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 Teams channel is connected to a permission set that controls exactly what data is visible. You control who's in the channel — 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 Microsoft Teams
Breadwinner AI works with NetSuite, QuickBooks, Xero, and Stripe. Pick your finance system to learn more.
Give every employee access to finance data — right in Teams
Works with NetSuite, QuickBooks, and Xero. Set up in under an hour. No training, no extra licenses.