Give Agentforce
finance superpowers.
Breadwinner's Agentforce Accelerator connects your Salesforce agents to live finance data from NetSuite, QuickBooks, or Xero.
Finance Agent
Powered by Breadwinner + Agentforce
I have access to your NetSuite data. I can look up customer balances, invoice statuses, payment history, and inventory levels. What would you like to know?
What's the outstanding balance for Acme Corp? Any overdue invoices?
Here's Acme Corp's current position:
Outstanding
$47,200
Overdue
$12,800
1 invoice overdue: #INV-3842 — $12,800, due Jan 15. 34 days past due.
< 60 min
Setup to live conversations
1M records
Supported per org
5 min
Data sync frequency
12+ yrs
On AppExchange
The missing piece for Agentforce: real financial data.
Agentforce is powerful — but agents can only work with the data they can access. Most finance data lives outside Salesforce, locked in NetSuite, QuickBooks, or Xero. Without it, agents can't answer billing questions, check payment statuses, or provide complete customer context.
Breadwinner's Agentforce Accelerator bridges that gap. It syncs your finance data into native Salesforce objects and comes with pre-built agent topics and actions — so your agents can handle billing queries, payment lookups, and account health checks out of the box.
Pre-built agent topics
Ready-to-use Agentforce topics covering billing inquiries, payment status, customer balances, and invoice lookups. No prompt engineering required.
Pre-built agent actions
Actions that query your synced finance data and return structured results. Agents answer customers with real numbers, not generic responses.
Customizable scope
Start with the defaults, then extend. Add your own topics and actions as your Agentforce deployment grows.
What your agents can do
From invoice lookup to autonomous finance workflows — with real data.
Agentforce is only as useful as the data behind it. Right now, your agents can handle cases, draft emails, and pull Salesforce records — but the moment a conversation touches payment status, invoice history, or account balance, they hit a wall. That data is in QuickBooks, Xero, or NetSuite. Breadwinner removes that wall.
Here is what agents can actually do once they have access to live finance data.
Service Agents
Service agents spend a disproportionate amount of their time on financial lookups — "has the customer paid?", "is there an open invoice?", "what is the outstanding balance?". With Breadwinner connected, a service agent can retrieve the exact answer from your finance system mid-conversation without any human handoff. It checks the live data, formats the response, and continues the workflow — in seconds.
Typical queries
- "Check if invoice INV-4021 has been paid"
- "What is the current balance for Globex Corp?"
- "Are there any overdue invoices on this account?"
Sales Agents
Sales agents and account executives need financial context before outreach. Calling a customer about a renewal while they have an overdue invoice creates friction. Calling a prospect who has already been invoiced by another division is worse. Breadwinner gives sales agents a real-time financial picture of every account before the conversation starts.
Typical queries
- "Does TechCorp have any outstanding balances before I send the proposal?"
- "What was Acme's total spend last quarter?"
- "Is this account current?"
Autonomous Agents
The most powerful use case is fully autonomous: agents that monitor accounts, flag anomalies, and take action without a human in the loop. An autonomous agent connected to your QuickBooks or NetSuite data can identify accounts that have gone 30 days overdue, create a Salesforce task, and trigger an outreach sequence — automatically, on a schedule.
Typical queries
- "Flag overdue accounts and create follow-up tasks"
- "Sync payment confirmations back to opportunity records"
- "Generate AR aging summaries on demand"
- "Escalate high-value accounts at risk"
Customer Success Agents
Renewal conversations require billing context. A CS agent that can see subscription status, payment history, and open invoices is far more effective than one operating blind. Breadwinner gives CS agents the financial picture alongside the Salesforce relationship data they already have.
Typical queries
- "Is this customer's subscription current?"
- "Have they paid the last three invoices on time?"
- "What is their total contract value to date?"
The difference between an Agentforce deployment that impresses and one that falls flat is often this single integration. Finance data is at the center of the most valuable business conversations — and now your agents have it.
Choose your finance system
Each Agentforce Accelerator is available as a standalone AppExchange package. Install the one that matches your stack.
Agentforce Accelerators require the corresponding Breadwinner Salesforce app to be installed in your org.
NetSuite
Agentforce Accelerator
Sync customer data, vendor records, sales orders, invoices, and inventory from NetSuite into Salesforce — ready for Agentforce in under a day.
- Customer & vendor data
- Invoices & payments
- Sales orders & inventory
- Multi-subsidiary support
QuickBooks
Agentforce Accelerator
Connect QuickBooks Online to Salesforce and give your agents real-time A/R visibility, invoice tracking, and payment status.
- A/R and payment history
- Invoice creation & tracking
- Contact sync
- Multi-org support
Xero
Agentforce Accelerator
Bridge Xero accounting data into Salesforce so agents can access client financial health, overdue invoices, and payment statuses instantly.
- Financial health insights
- Overdue invoice tracking
- Bi-directional sync
- Guided automation
Finance system integrations
QuickBooks, Xero, and NetSuite — each connected to Agentforce through the same platform.
QuickBooks Agentforce Integration
QuickBooks Online is the most widely used accounting system among Salesforce customers in the SMB and mid-market. Breadwinner's QuickBooks Agentforce integration gives your agents direct access to the financial records your team already relies on — invoices, payments, expenses, customer balances, profit and loss, and the full chart of accounts.
When a sales agent asks "does Acme Corp have any open invoices?" or a service agent needs to confirm a payment was received, the answer comes from live QuickBooks data — not a stale export, not an estimate. Breadwinner syncs your QuickBooks data via webhooks for near-instant updates, so agents are always working from current information.
What agents can access
- Customer balances
- Invoice status and history
- Payment records
- Expense categories
- Profit and loss by period
- Bill payment status
Xero Agentforce Integration
Xero is the finance system of choice for many scaling businesses, particularly in the UK, Australia, and New Zealand markets. Breadwinner connects Agentforce directly to your Xero organisation, giving agents access to invoices, contacts, bank transactions, bills, account balances, and payment records.
The integration is native — there is no middleware or custom connector to maintain. Breadwinner handles the sync via Xero webhooks and presents structured data that Agentforce agent topics and actions can query directly. Setup takes under an hour, and Breadwinner has been a certified Xero partner since 2013.
What agents can access
- Invoice status
- Contact financial history
- Bank transaction data
- Bill status
- Account balances
- Payment records
NetSuite Agentforce Integration
NetSuite is the finance system most commonly found in mid-market and enterprise Salesforce orgs. It holds more data — and more complex data — than QuickBooks or Xero: multi-subsidiary financials, purchase orders, inventory, vendor records, revenue recognition schedules. Breadwinner's NetSuite Agentforce integration gives your agents structured access to this data without requiring every agent to have a NetSuite license.
Data refreshes every 5 minutes from your NetSuite instance. Agents can query across subsidiaries, look up specific transactions by record number, and surface financial summaries that would otherwise require a finance analyst to compile. For organisations running complex NetSuite configurations — multi-entity, multi-currency, custom record types — Breadwinner's schema supports the full data model.
What agents can access
- Sales orders
- Purchase orders
- Invoices
- Multi-subsidiary financials
- Inventory levels
- Vendor records
- Customer balances
- Revenue data
Live in under 60 minutes
Most Agentforce implementations stall because there's no data to work with. Breadwinner fixes that instantly.
Install from AppExchange
Pick the Accelerator for your finance system. Install it directly into your Salesforce org — no middleware, no external dependencies.
Connect and sync
Authenticate with your finance system. Breadwinner automatically maps and syncs financial records into native Salesforce objects. Data refreshes every 5 minutes.
Activate your agents
The pre-built Agentforce topics and actions are ready to go. Your agents can immediately answer billing questions, look up invoices, and check account health.
Enterprise-grade security from a company that's handled finance data for over a decade.
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SOC II Type 2 certified. Breadwinner maintains rigorous compliance with continuous security reviews and annual recertification.
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Native Salesforce architecture. No data leaves Salesforce. Everything lives in native objects governed by your existing sharing model and field-level security.
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10+ years of trust. Hundreds of companies trust Breadwinner with their most sensitive finance data. We've been on AppExchange since 2013.
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Read-only option available. Configure agents with read-only access to finance data. Agents can answer questions but cannot create or modify records.
Not using Salesforce? Breadwinner AI works everywhere.
Breadwinner AI gives every employee conversational access to finance data — through Slack, Microsoft Teams, or any AI tool. Same trusted platform, same security standards, no Salesforce required.
One platform, every channel
Agentforce Accelerator
Pre-built topics & actions for Salesforce agents
Salesforce Integration
Native AppExchange apps for CRM teams
Breadwinner AI
Conversational access via Slack, Teams, & AI tools
FAQ
Agentforce + Finance Data FAQ
Common questions about connecting Agentforce to NetSuite, QuickBooks, and Xero through Breadwinner.
Finance data for Agentforce in under an hour.
Enterprise-grade security. Pre-built Agentforce topics and actions. Powered by Breadwinner's trusted Salesforce integration.