Breadwinner for Xero Pricing

Unlock the full power of your technology with a Salesforce native integration for Xero. Gain full visibility of your Xero data in Salesforce, automate processes whilst protecting the integrity of your financial data. Future proof your integration without relying on specialist staff, and unleash unbeatable time to value.

Xero Salesforce Integration - Breadwinner Pricing

Compare Editions and Top Features

Basic
$200  for Basic +
$8 x Salesforce Core User
Price per month, paid annually.

For companies with minimal data needs. Create Invoices from SF Opps and report on Invoice data in SF

Professional
$250 for Professional +
$11 x Salesforce Core User

Price per month, paid annually.

Report on Invoices, Line Items and Payment data in Salesforce. Create Invoices from Opportunities & Orders with Products as Line Items.

Business
$300  for Business +
$14 x Salesforce Core User
Price per month, paid annually.

Complex Invoice creation needs, with optional paid modules for Accounts Payable, Automation via Apex and Flows, and creation from Custom SF Objects

All prices in $ USD. All fees paid Annually.
To discuss multi-year discounts and orgs with more than 50 Salesforce Core Users, please contact sales.

Accounts Receivable Features and Editions in Detail

Basic
Pro
Business

Replicated Data from Xero to Salesforce
Xero Contacts Replicated to Salesforce, and Editable from Salesforce
Xero Invoices Replicated to Salesforce
Xero Line Items and Payment records Replicated to Salesforce
Records accessible in custom-built VF Page or in standard record View
Download Xero Invoice PDF from within Salesforce
Build Reports and Dashboards on Replicated Data
Build Flows and Triggers from Replicated Data
View Data per Account
Per-Account Dashboard & Ribbon
View Data per Opportunity/Order/etc

Automation
Automation in Background: Xero to Salesforce
Automation with Review & Guided Wizard: Salesforce to Xero
Automation with Flows and Apex: Salesforce to XeroThis is a Paid Add-OnThis is a Paid Add-On

Communication
Invoice Chaser View
Email PDF Invoices via Salesforce
Multiple cc' and bbc' recipients
Use Salesforce Email Templates

Create Records in Xero from Salesforce
Granular Permissions to Ensure Security
Create Invoices in Xero from Salesforce Accounts
Create Invoices in Xero from Salesforce Opportunities
Create Invoices in Xero from Salesforce Orders
Create Invoices in Xero from any Salesforce Standard or Custom ObjectThis is a Paid Add-On
Prepopulate Invoice Data
Prepopulate Invoice Data from Custom Fields
Prepopulate Line Item Data
Prepopulate Line Item Data from Custom Fields
Create Xero Contacts/Companies from Salesforce
Create Xero Contacts/Companies from Salesforce

Currencies and Legal Entities
Connect to Multiple Xero Orgs from single Salesforce OrgThis is a Paid Add-OnThis is a Paid Add-On
Salesforce MultiCurrency
Xero Multi-Currency Support

Business Complexity
Associate Multiple Xero Contacts with single Salesforce Account
Associate Multiple Xero Invoices with single Salesforce Opportunity
Invoice alternate Salesforce AccountThis is a Paid Add-On
PrePopulate Xero Tracking Categories
PrePopulate Highly-Customized Xero Tracking Categories
PrePopulate Xero Revenue Codes & Tax Codes
PrePopulate Highly-Customized Xero Revenue Codes & Tax Codes

Accounts Payable Features and Editions in Detail

Show AP (Accounts Payable) Features
Basic
Pro
Business

Replicated Data from Xero to Salesforce
Xero Bills and Purchase Orders
Xero Vendors

Automation
Automation in Background: Xero to Salesforce
Automation with Review & Guided Wizard: Salesforce to Xero
Automation with Flows and Apex: Salesforce to XeroThis is a Paid Add-On

Create Records in Xero from Salesforce
Granular Permissions to Ensure Security
Create Bllls and POs in Xero
Create Vendors in Xero

Business Complexity
Track Opportunity Cost via Bills
Create Multiple Bills from single Opportunity
Purchase Orders from Opportuities and Orders
Professional Services: Invoice Customers and Pay Vendors from Opportunities
Professional Services: Invoice Customers and Pay Vendors from Custom ObjectsThis is a Paid Add-On

FAQ – Frequently Asked Questions

Do you charge per Salesforce User?

To ensure that smaller companies have a lower price than larger companies, yes, Breadwinner has a small charge for Salesforce Users in your Salesforce Org.

If the number of Salesforce users changes during your contract, this does not impact your price, unless the SF user count increases by more than 50%, or increases by more than 50 users.

Do you offer annual and longer contracts?

Yes, Breadwinner contracts are billed annually by default, and we can bill for 2-year or 3-year contracts upon request.

We’ve found that customers who can commit to a full year of using Breadwinner will be more successful in the long run, so we don’t offer monthly or quarterly contracts. And since your long-term success is our goal, we want to encourage those practices that support that goal. Bottom line: Annual contracts make happier Breadwinner customers. And we want you to be happy.

We can try to co-term your contract so it has the same start and end date as your Salesforce Contract.

How do Free Trials work?

Free trials provide a full version of Breadwinner’s Professional plan for fourteen days. You get the whole experience of the depth and breadth of Breadwinner software, so you know exactly what you’re getting when you become a Breadwinner customer.

You can also contact sales to request Business or add-on features during your free trial, or to downgrade to Basic.

Are there any onboarding costs?

Traditionally, 95% of Xero and QuickBooks customers have no onboarding cost.

There is no onboarding cost for Basic or Professional subscriptions. For Business, we may request you have a Salesforce Administrator in-house or use an external one, though this is often unnecessary.

For our optional Automation package, you will either need a Salesforce Developer or to work with a Salesforce Consultancy that can supply development expertise, and we are happy to recommend specific partners given your needs.