QuickBooks + Microsoft Teams
Ask Microsoft Teams About Your QuickBooks Data
Bring QuickBooks into your Microsoft Teams workflow. Get answers about invoices, bills, and expenses without switching apps.
Teams is where your business collaborates — invoices, expenses, and financial decisions shouldn't be locked away in QuickBooks. Breadwinner AI brings instant, permissioned access to your QuickBooks data directly into Teams. Ask questions in channels and chats, get answers in seconds, and keep financial discussions moving without breaking context.
Ask questions in plain English — get answers in ~5 seconds
Strictly read-only — impossible to modify your accounting data
Granular permissions control what users can see
Every conversation logged for full audit trail
What your team can ask
Real questions, answered in seconds from your QuickBooks data — right inside Microsoft Teams.
"What invoices are overdue by more than 30 days?"
AR specialist prioritizing follow-ups
"Show me all bills due this week"
AP coordinator planning payment runs
"What's our profit and loss for January?"
Owner reviewing monthly performance
Who uses QuickBooks + Microsoft Teams?
Real scenarios where teams get instant answers from QuickBooks — right inside Microsoft Teams.
Sales Rep
Check invoice status and payment terms mid-call without leaving Teams. Answer client questions instantly and close deals faster.
Finance Coordinator
Answer payment and invoice questions from teams in shared channels. Reduce Slack and email back-and-forth with instant, audited responses.
Department Manager
Review departmental budgets and expense trends directly in Teams. Monitor spending without logging into QuickBooks.
AR Specialist
Identify overdue accounts and collection priorities in dedicated channels. Track payment status without context switching.
Project Manager
Check billable expenses and project costs in Teams. Verify project profitability without admin access to QuickBooks.
How it works
Connect QuickBooks
Link your QuickBooks account through our secure admin portal. Read-only access — we never modify your data.
Data is cached
Your full QuickBooks dataset is replicated into a secure cloud database for fast, reliable queries.
Set permissions
Choose what financial data is visible — full access, or just the areas that matter.
Connect Microsoft Teams
Connect Microsoft Teams to your QuickBooks data. Your team starts asking questions immediately.
Also available for QuickBooks
Access your QuickBooks data through any supported interface.
FAQ
QuickBooks + Microsoft Teams FAQ
Common questions about using QuickBooks with Microsoft Teams through Breadwinner AI.
Breadwinner AI caches your QuickBooks data in a secure cloud database and keeps it updated via webhooks for near-instant updates. When you ask a question in Microsoft Teams, Breadwinner AI translates it into a SQL query, runs it against your cached data, and returns the answer — typically in under 5 seconds. This is as a Microsoft Teams app that responds in chats and channels.
No. Breadwinner AI is strictly read-only. It can never create, update, or delete any records in your QuickBooks account. All access is one-way: data flows from QuickBooks to Breadwinner AI for querying, but nothing can ever flow back.
You can ask questions about invoices, expenses, bills, profit & loss, balance sheets, and customer balances. Essentially, any data available in your QuickBooks account can be queried through natural language in Teams.
Yes. All data is encrypted at rest and in transit. Access is controlled through granular permission sets — you decide exactly what financial data each user or team can see. Every query is logged for a complete audit trail. Breadwinner AI never shares your data with third parties.
Breadwinner AI for QuickBooks starts at $200/month, which includes 10 users and 2,000 questions per month. Additional users are $5/month each. There's a 14-day free trial with no credit card required.
You need QuickBooks admin credentials for the initial connection so Breadwinner AI can access your data. After setup, your team members don't need QuickBooks licenses or logins — they simply ask questions in Teams and get answers.
Breadwinner AI keeps your data fresh via webhooks for near-instant updates. This means when data changes in QuickBooks, the updates are typically available for querying within minutes.
Yes. Breadwinner AI uses data access configurations to control visibility. You can set up a base configuration for your whole account, and Enterprise customers can define multiple configurations so different teams see only the data relevant to them.
Need QuickBooks data inside Salesforce instead?
Breadwinner also offers a native Salesforce integration for QuickBooks — certified, SOC II compliant, and trusted by hundreds of companies for over 12 years. Different product, same trusted company.
Give your whole company access to QuickBooks data
Read-only. Permissioned. Logged. Set up in under an hour.