Microsoft Teams Integration
Your finance data,
right inside Teams.
Ask Breadwinner AI in any Teams channel and get answers from your finance system in seconds — without giving every employee a finance system login, an extra Microsoft license, or a finance person to ping.
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 
Interactive demo
See it in action
Try the live Microsoft Teams demo with sample QuickBooks data.
Demo uses sample QuickBooks data
Your finance team shouldn't be a help desk.
In most enterprises, someone in finance burns hours a day fielding the same Teams pings: "Did Contoso pay?", "What's our AP this week?", "Can you pull last quarter's credit notes?" That's expensive labor going to questions a structured query can answer in five seconds. The finance team becomes a queue.
Breadwinner AI takes the queue off finance's plate. Anyone in your tenant — sales, ops, project leads, executives — can ask in Teams and get the same answer your CFO would get, from the same source of truth.
Built for Microsoft 365
Not a chatbot you bolt on Teams — a tenant-aware app, built for Microsoft 365
Six things Breadwinner gets right about working inside a Microsoft 365 environment — that most "AI for finance" tools either skip, fight, or pretend don't matter.
Lives in Microsoft 365, not next to it
Installs through your Teams App Catalog, runs on your tenant, surfaces in the Teams Admin Center next to your other approved apps. There's no separate platform for IT to govern.
Your existing Entra ID, your existing groups
Sign-in is Microsoft sign-in. Permissions can be scoped using the Entra ID groups your IT team already manages — no parallel user list to provision, sync, or de-provision.
Pinned tab + chat in the same channel
Use Breadwinner as a chat companion in any conversation, pin it as a tab in a team for repeat queries like AR review, or open it in personal chat. Same answers, three surfaces.
Channels, group chats, 1:1 — all of them
Works in standard channels, private channels, group chats, and direct messages. Admins choose where it's available; users get a consistent experience wherever they ask.
Logged where your IT team already looks
Every question and answer is recorded in Breadwinner's admin portal — exportable into the audit pipeline your security and compliance teams already run on Microsoft 365.
Tenant-admin install, central rollout
A tenant admin approves Breadwinner once, configures app-permission policies, and rolls it out team-by-team. No site-by-site deployment, no shadow-IT install path.
Run it on your real finance data — in your tenant.
14-day free trial · 100 questions included · Tenant admin can revoke in two clicks
Set up in under an hour, no IT project required
Select finance system
NetSuite 
QuickBooks 
Xero Map permission sets to Entra groups
Decide what each Teams team or Entra ID group is allowed to ask about. Different scopes per group, same install.
Teams channels
Anyone asks, in plain English
Type a question in Teams. Get an answer in ~5 seconds, sourced from real finance records — not from a summary or a guess.
Connect your finance system
Link NetSuite, QuickBooks, Xero, or Stripe in our admin portal. We cache your full dataset for fast queries.
Sales Enablement
CustomApprove in the Teams App Catalog
Tenant admin grants Entra ID consent and rolls Breadwinner out via app-permission and app-setup policies. Standard Microsoft flow.
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 in our admin portal. We cache your full dataset for fast queries.
Map permission sets to Entra groups
Decide what each Teams team or Entra ID group is allowed to ask about. Different scopes per group, same install.
Approve in the Teams App Catalog
Tenant admin grants Entra ID consent and rolls Breadwinner out via app-permission and app-setup policies.
Anyone asks, in plain English
Type a question in Teams. Get an answer in ~5 seconds, sourced from real finance records — not from a summary.
The Teams messages your finance team is tired of answering
Three roles, fifteen real questions — the kind that ping a finance analyst in Teams every single day. Plain English in, structured answer out.
Executive / VP
Pulling numbers in a meeting without opening a laptop.
- ◆
"What's our cash position this morning?"
- ◆
"Total revenue this quarter vs last quarter?"
- ◆
"How much have we spent with our top 5 vendors YTD?"
- ◆
"Open AR over 60 days?"
- ◆
"Top 10 customers by revenue this year."
FP&A / Analyst
Closing the books without writing five SQL queries.
- ◆
"Variance vs forecast for the West region this month?"
- ◆
"List all journal entries over $25K from December."
- ◆
"Total expense by GL account, last quarter."
- ◆
"Revenue by product line, MTD."
- ◆
"Bills posted but not yet approved."
Project / Cost Center Owner
Tracking project spend without bothering finance.
- ◆
"How much have we spent on Project Atlas to date?"
- ◆
"What's left in the Marketing 2024 budget?"
- ◆
"Open POs against cost center 4400."
- ◆
"Bills billed to client X this quarter."
- ◆
"Labor hours invoiced for project Y."
Plus everything else in your finance system. If it's a number a finance analyst could pull, Breadwinner can answer it.
Need to satisfy your IT team first?
SOC 2 Type II report, security questionnaire, and tenant-architecture walkthrough on request.
Breadwinner AI is new.
The controls aren't.
For over a decade, we've shipped finance integrations that pass enterprise IT review — Microsoft Entra ID SSO, change-controlled releases, audit logging, and SOC 2 Type II certification. Breadwinner AI is the same engineering team, with the same security posture, brought to Teams.
12+
Years shipping enterprise finance integrations
SOC 2
Type II — independently audited every year
2014
Salesforce Partner since
A few of the finance teams running on Breadwinner today
SOC 2 Type II
Partner since 2014
AppExchange listed
Breadwinner AI
Approved · Tenant-wide
App permissions
User.Read
Sign user in
ChannelMessage.Send
Reply in approved channels
Mail.Read
Read user mail
Files.Read.All
Read files in tenant
Group.Read.All
Read all groups
Consent granted by tenant admin · Sep 12, 2024
Breadwinner asks only for the Microsoft Graph scopes it needs. Everything else stays off the table.
Built for the controls your IT team already runs
Four design choices that let Breadwinner sit comfortably inside a Microsoft 365 tenant — under Conditional Access, Purview, and the app-governance rules you've already invested in.
-
Read-only by architecture. Breadwinner cannot write back to your finance system. There is no path — not for admins, not behind a flag. The only thing it does is answer questions.
-
Conditional Access, respected. Authentication runs through Entra ID, so your existing Conditional Access policies apply: device compliance, MFA, location restrictions, risk-based controls — all enforced before a user can ask.
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Minimal Microsoft Graph scopes. Breadwinner asks for only the Graph permissions it needs to identify the user and respond in approved channels. No mailbox access, no file scanning, no group enumeration beyond what you authorize.
-
Your data isn't training anyone's model. Your finance data is queried, returned, and discarded. It is never sent to model training, fine-tuning, or any third-party AI provider's training pipeline — ours or anyone else's.
The four questions every Microsoft 365 reviewer raises
Will it require a new tenant or app registration?
No. Breadwinner installs through the standard Teams App Catalog flow, with consent granted by your tenant admin in Microsoft Entra ID. There's no separate tenant, no parallel app registration to maintain — just one approved app in the catalog you already manage.
Does it work with our Conditional Access policies?
Yes. Because authentication happens through Entra ID, your existing Conditional Access policies apply automatically — MFA, compliant device, location, and risk-based controls all run before a user can ask a question. We don't bypass them, we don't ask you to whitelist around them.
What about data residency? We have EU / UK / Canada users.
Breadwinner's data is hosted in the US by default, with regional hosting options for enterprise customers. We're happy to walk through the data flow with your data protection team and provide DPAs and Standard Contractual Clauses where required.
Is it certified for App Source / Government Cloud?
Breadwinner is available through the standard Teams App Catalog. Microsoft App Source listing and Government Cloud (GCC / GCC High) availability are on our roadmap — talk to us if either is a hard requirement for your tenant.
One plan, every feature. Pick your finance system.
No extra Microsoft license required. No per-feature tiers, no annual lock-in. Free for 14 days, no credit card.
QuickBooks · Xero · Stripe
$200
/ month
Includes 10 users
$5 / month per additional user
All features included
NetSuite
$1,000
/ month
Includes 20 users
$25 / month per additional user
All features included
Each plan includes 2,000 questions/month plus 50 per additional paid user, pooled across your account. Overages billed at $0.05/question for QuickBooks, Xero, and Stripe; $0.25/question for NetSuite. Base plan includes one permission set — everyone sees the same data. Need different permission sets for different teams? Contact us. Connecting to multiple QuickBooks or Xero organizations is available at an additional cost — talk to Sales for details.
Connect any finance system to Microsoft Teams
Pick your finance system for the dedicated integration page.
FAQ
IT, tenant admin, and Teams setup questions
Everything your Microsoft 365 admin, security reviewer, and Teams owner will want to know before they approve the install.
Bring finance into Microsoft 365 — without licensing every employee
Works with NetSuite, QuickBooks, Xero, and Stripe. Live in your tenant within an hour. Free for 14 days.