Break the Silos

Breadwinner Agentforce Accelerator for QuickBooks

The Power of Salesforce and QuickBooks

Companies depend on Salesforce to drive their sales processes and QuickBooks to manage financial operations.

These two platforms form the backbone of many businesses, offering the tools needed to grow revenue and manage finances effectively.

And the best part?

Agentforce is instantly empowered with the data it needs. The Agents are equipped with the customer and vendor data needed to answer questions, forecast sales, manage accounts, and streamline inventory.

The Integration Challenge

While QuickBooks provides financial insights, streamlined invoicing, and seamless accounts receivable management, these capabilities are often disconnected from Salesforce.

Without integration, clients face data silos, inefficient workflows, and delays that hinder critical financial decisions.

Client Pain Points You Can Solve with Agentforce Accelerator

Disconnected Financial Data

Teams don’t have access to their client’s overview within Salesforce, missing out on crucial accounts receivable (A/R) data that could drive better decisions.

Manual Data Entry and Errors

Without integration, teams waste time manually entering financial details between QuickBooks and Salesforce, leading to delays and potential mistakes.

Missed Opportunities for Efficiency

Pre-populating invoices with QuickBooks data, setting custom fields, and automating financial workflows could save hours of work.

How Breadwinner
Agentforce Accelerator Solves These Challenges

Access QuickBooks Data in Salesforce

Access QuickBooks Online companies directly from Salesforce.

Provide their teams with real-time A/R data, improving customer interactions.

Simplify Invoicing

Create QuickBooks invoices within Salesforce from accounts, opportunities, or custom objects.

Pre-populate fields such as due dates, discounts, tax rates, and custom fields, ensuring invoices are accurate and sent on time.

Enhance Collaboration and Productivity

Eliminate silos between QuickBooks and Salesforce, enabling teams to work more efficiently and collaboratively.

Drive Agentforce Adoption

Breadwinner accelerates Agentforce implementation, giving your clients access to financial data faster. By replicating QuickBooks data into Salesforce, your clients unlock the full potential of Agentforce.

Why Breadwinner Agentforce Accelerator

Empower Your Clients to Use Agentforce Immediately

Clients can start using Agentforce within 24 hours, unlocking features like sales forecasting, financial tracking, and operational tools without delay.

Accelerate Revenue

Agentforce pricing is usage-based. By helping your clients access and use financial data faster, you’ll hit your targets sooner and drive conversation-based revenue.

Solve Pain Points, Build Trust

By addressing client frustrations around disconnected systems, manual data entry, and workflow inefficiencies, you position yourself as a trusted advisor and solutions provider.

Leverage Solution Engineering Support

Dedicated Salesforce engineering team ensures a smooth implementation, from integration setup to customized workflows, so your clients get it right the first time.

Why clients will choose Agentforce Accelerator with Breadwinner

Immediate ROI with Free Trial

Clients enjoy a 4-month zero-cost trial, enabling them to experience the benefits risk-free while quickly adopting Agentforce.

Real-Time Financial Insights

Teams get real-time visibility into their financial data, including A/R insights, customer payment histories, and overdue invoices—all without leaving Salesforce.

Simplified Financial Operations

Automate invoice creation, reduce manual entry, and eliminate data silos between QuickBooks and Salesforce.

Scalable for Any Business

Quickly solving integration challenges and frees up time to position more advanced Salesforce products, like Mulesoft.

The Breadwinner Advantage for Salesforce

Your clients want solutions, not delays. Traditional integrations can take months to implement and slowing Agentforce adoption.

Breadwinner Agentforce Accelerator for QuickBooks, you’re offering:

The fastest integration on the market—live in under 24 hours.

Proven reliability—trusted by businesses worldwide.

Scalability for businesses of any size, from startups to enterprises.

And by solving their QuickBooks-Salesforce integration needs, you’ll free up time to sell additional Salesforce solutions, like Mulesoft, for more complex projects.

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