Xero + Salesforce
Native Salesforce & Xero Integration — Fast, Reliable, Real-Time
Connect Salesforce and Xero in hours. Eliminate manual data entry and gain real-time visibility into your financial data — all inside Salesforce.
Secure
A unique read-only mode and customizable user permission sets let you control who can view or edit accounting data — all within our Salesforce-native, security-first app.
Extensible
Purpose-built for Xero with smart field mappings. Extend with Flows, Apex, or our Global API to fit your exact workflow.
Fast
Install and configure in minutes. Breadwinner comes pre-configured and purpose-built for rapid deployment — start syncing the same day.
Blazing Fast Time-to-Value
Breadwinner for Xero is purpose-built for rapid deployment with native Xero integration. Install, configure, and start syncing data the same day — not weeks or months down the line.
Two-Way Real-Time Sync
Bi-directional synchronization ensures changes in Xero reflect in Salesforce within minutes. Invoices created in Salesforce appear instantly in Xero. No batch jobs, no waiting, no stale data.
Streamline Operations
Replace manual processes with automated, reliable data flows between Salesforce and Xero.
Edit Xero Contacts
Modify client details within Salesforce — changes sync instantly to Xero, eliminating double data entry.
Smart Address Matching
Identify and resolve address discrepancies between Salesforce and Xero with minimal effort.
Quick Invoice Creation
Generate Xero invoices from accounts, opportunities, orders, or custom objects in Salesforce.
Real-Time Payment Tracking
Monitor overdue, due, and paid invoices within Salesforce — no need to switch to Xero.
Live Financial Insights
View client financial health and current A/R data directly inside Salesforce records.
Accurate, Pre-Filled Fields
Configure invoices with due dates, discounts, prices, tax rates, and custom fields pre-populated.
Native Stripe Integration
Breadwinner for Payments brings Stripe data into Salesforce alongside your Xero data. Track charges, subscriptions, and payouts in one place — giving your team a complete picture of revenue from quote to cash.
Real-Time Revenue Insights
Surface Stripe charges, refunds, and subscription data inside Salesforce records.
Faster Time-to-Value
Pre-built Stripe objects and field mappings mean you're up and running in minutes.
Seamless Payment Sync
Stripe payments flow into Salesforce alongside Xero invoices for end-to-end visibility.
Unified, Error-Free Workflows
Eliminate manual reconciliation between Stripe and Xero with automated data flows.
Multi-Org Support
Connect multiple Xero organizations to a single Salesforce instance. Ideal for businesses with multiple entities, subsidiaries, or regional offices.
Unified Dashboard
View and manage financial data across all your Xero organizations in one place.
Cross-Currency Ready
Handle multi-currency transactions seamlessly across your Xero organizations.
Centralized Control
Manage permissions, field mappings, and sync settings for each organization independently.
AI Readiness, Built In
By exposing live Xero financial data inside Salesforce, Breadwinner unlocks the full potential of Salesforce AI. Use Einstein to surface insights, automate workflows, and make smarter decisions powered by real-time finance data.
AI
Salesforce Generative AI. Supercharged.
Feed Einstein Copilot and Custom Actions with live Xero financial data. Use Einstein Prompt Builder to create payment reminders with account-level invoice insights. Use Einstein Prediction Builder to forecast customer payment behavior based on actual financial history.
Trusted. Future Proof.
Security & Compliance
Certified by Salesforce and found on AppExchange, Breadwinner is installed natively in your org, and is rigorously tested regularly in order to comply with strict security standards. As a company, Breadwinner maintains SOC II, Type 2 compliance in order to provide an audited and secure environment for our team (and yours).
Extensible by Design
Breadwinner's Global API lets your (or your partner's) team extend Breadwinner to grow with your evolving business needs. Use Flows, Apex, or our guided setup wizard to configure the integration exactly as your org requires.
You're in good company
"We needed a platform that was going to deliver on what it promised. Breadwinner's installation process was straightforward and smooth with a quick implementation session. We were set up and ready to go within an hour."
Helen Keevil
Head of UK Sales, Hummingbird Technologies
"We sought a solution that leverages automation and software to do these mundane tasks so our staff can focus on customer-facing actions that drive the business. With Breadwinner, the result is we're more efficient and productive with fewer manual processes."
Darwin Stephenson
Chief Revenue Officer, Apkudo
"The issue with doing manual data entry is you have to double-check it and triple-check it. Breadwinner became a key player, acting as the bridge between the two pieces of software that allowed us to quickly and simply move information."
Morgan Selph
President, PlaySpace Designs
Buy, build, or invent?
Buy
Turn-key Product
A native, extensible integration that installs in minutes and delivers value in hours — not weeks or months. Purpose-built for Xero with full flexibility for custom use cases.
Use for: Fast, reliable integration between your finance system and Salesforce
Build
iPaaS Project
A generalist middleware platform that connects systems in a many-to-many pattern. Requires ongoing maintenance, middleware expertise, and often months of development.
Use for: Large, multifaceted integration projects spanning multiple platforms
Invent
Custom Code
Building and maintaining your own integration layer from scratch. Long-running, expensive, and a constant drain on engineering resources.
Use for: Highly custom needs unsolvable with existing solutions
Frequently asked questions
Common questions about integrating Xero with Salesforce.
Yes. Breadwinner is designed to streamline cross-departmental communication between sales and finance. It breaks organizational silos, automates workflows, and enables direct contact editing from Salesforce with instant reflection in Xero. Real-time sync supports revenue growth through improved financial data access.
Breadwinner offers a purpose-built integration tailored specifically for the Xero-Salesforce pairing. Unlike generic iPaaS platforms, Breadwinner reduces complexity and moving parts through specialized design — delivering faster time-to-value and lower maintenance overhead.
Breadwinner's code-free platform includes built-in automation features that can be toggled on or off for instant benefits. No coding required — just install, configure with the guided wizard, and start syncing.
Install Breadwinner from the Salesforce AppExchange. The integration completes in under one hour with immediate workflow alignment capabilities. Our guided wizard walks you through every step.
You can book a live demo with our team or try an instant interactive demo right now. We'll walk you through how Breadwinner connects your Xero and Salesforce data in real time.
Yes. Breadwinner AI lets your whole company query Xero data through Slack, Microsoft Teams, ChatGPT, Gemini, and Claude — no Salesforce or Xero login required. It's read-only, permissioned, and set up in under an hour. Visit our Xero AI page to learn more.
Pricing
Starting from $310/mo
Simple, transparent pricing for the Xero + Salesforce integration. All plans billed annually with full support included.
Ready to get started?
See how Breadwinner connects Xero and Salesforce in real time.