Breadwinner for Xero

The #1 Salesforce and Xero Integration Software

A powerful solution that connects Salesforce to Xero allowing businesses to streamline their processes and work in real-time using innovative technology.

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An intuitive and adaptable solution

SMART REPORTING

Bring Xero data into Salesforce’s powerful reporting system. Build dashboards in Salesforce on your Xero Accounts Receivable and add automation and notifications to bolster the data.

SECURE SHARING

Management can regulate Standard and Read-Only Permission sets. This allows staff to access valuable information while working at the appropriate level.

EASY INSTALL

Get started with a straightforward and quick set-up and it works right out of the box. Accessible and user-friendly visual features require very little to no training.

Create an invoice effortlessly

Invoice creation from Account, Opportunities, and Order objects.

START INVOICE CREATION ANYWHERE

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Create Invoices in Xero from within Salesforce, starting from an Account, Opportunity, Order, or any custom object.

Breadwinner pulls data from all of these records, and their child records, so that Invoice creation is easy and intuitive.

 

POPULATE INVOICES AUTOMATICALLY

Configure your Xero invoice from within Salesforce by setting your pre-populated fields such as due date, discounts, price, tax rates, and any custom fields. Any Opportunity products will turn into line items by default.

You will have the option to either ‘Create Draft Invoice in Xero’ or ‘Create Approved Invoice in Xero,’ depending on what you want to show staff. A payment link will be included on the invoice allowing customers to make payments with ease.

Powerful and vital client information at your fingertips

Access Xero data from within Salesforce.

VIEW INVOICES IN SALESFORCE

Improve communication and remove any friction between departments. Allow your sales and support teams to view the client’s current financial status in Salesforce, including any overdue invoices. This reduces their need to call finance to access time sensitive information.

ACCESS AND EDIT XERO CONTACTS

Avoid using inaccurate information by empowering your team to edit client contact details when necessary. This gives staff access to valuable information on the client’s overall financial health. Breadwinner for Xero’s live syncing allows for secure and reliable sharing of A/R data.

Increase revenue and accuracy while saving time

Live two-way syncing between Xero and Salesforce speeds up the sales cycle

and improves productivity for both finance and sales teams.

INVOICE STATUS TRACKING

All invoices, including outstanding and overdue invoices, are visible to your entire team, making collections easier and faster. Companies frequently speed time to payment collection due to increased visibility.

ADDRESS SYNC

Identify and resolve address discrepencies between Salesforce and Xero, while maintaining the ability to have multiple Xero Contacts (and their addresses) associated with a single Salesforce Account. This also eliminates double data entry, saving staff valuable time.

 

 

With Breadwinner for Xero, creating an invoice couldn’t be easier using our guided invoice creation wizard.

 

 

Turbo charge your business and

start your free trial today!