Breadwinner for Xero Pricing
High level summary?
Need details on features?
|$99 / month||$199 / month||Contact Sales|
|+ $0.75 per Invoice|
based on monthly invoice volume
|+ $1.00 per Invoice|
based on monthly invoice volume
|An entry-level option for scaling your business and reducing wasted time by enabling two way sync.||For Companies who want all Xero data replicated to Salesforce for advanced reporting, additional customisations, and integrated email options.||For Advanced Integrations involving custom objects and child objects, or other Salesforce Apps|
|Two Way Data Integration||Everything in Basic, plus:||Everything in Professional, plus:|
|See all Invoices in Salesforce, with live updated status||Populate Invoice-level fields in Xero with Opportunity Custom Fields||Populate Invoice Line Items with any custom field or custom object.|
|Create Invoices from Opportunities or Accounts.||Bring Line Items, Payments, and Payment Transactions into Salesforce||Pre-populate Invoices using Apex and other rules|
|View aggregated charts, graphs, and totals in Salesforce per Account.||Email PDF Invoice from Salesforce, track history of sent Invoices||Integrate with any Salesforce ISV App|
|Start your free trial||Start your free trial|
14-Day FREE Trial, No Credit Card Required
Breadwinner is billed annually. Please see our FAQ below for Frequently Asked Questions.
How do you Calculate Monthly Invoices?
We count all invoices with an Invoice Date in the last 90 days, and divide by 3, to get your rolling average monthly invoice volume. We count Invoices created via Breadwinner, or created in Xero, as part of this, because we sync all invoices to Salesforce, not just invoices created via Breadwinner. We also count Credit Notes and, if you have optionally enabled Purchase Orders & Bills, we count those as well. However, we exclude anything that is Deleted, Voided or Draft.
Do you Charge per User?
No, you get unlimited users with Breadwinner. We believe that your company will benefit if all of your staff know which of your customers and invoices are fully paid, due, or overdue. As such you only pay for features and invoice volume, not per user.
Are there any overage fees? Or Do you cut off Syncing?
We don’t have overage fees and we never cut you off if you go over. However, if your monthly average invoice volume (averaged over three months) goes over your plan, we will send you an email informing you of this, and upgrade you automatically 14 days later. Customers generally find that, as their business grows and succeeds, they increase the volume of their invoices, so you should expect your invoice volume to grow if you are doing well.
Do I need to pay for a year up front?
Yes. Breadwinner contracts are billed annually by default. We’ve found that customers who can commit to a full year of using Breadwinner will be more successful in the long run. 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.
How does a free trial work?
Free trials provide you with a full version of a Professional plan for fourteen days. You get the full 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 Enterprise during your free trial.
What is the onboarding / activation cost?
There is no onboarding cost, though we may request you use a Salesforce Certified Admin or Salesforce Consultant if you don’t have one in-house to assist you.
What are the technical requirements?
Please see our requirements page.
Detailed Pricing Comparison
Let your mouse hover over the question mark on each line for more information
|Monthly pricing (billed annually)||$99 / month||$199 / month||Contact Sales|
|Average Monthly Invoices (per month)||?||$ 0.75 per Invoice||$ 1.00 per Invoice|
|Pricing FAQ||Pricing FAQ|
|Historical Synced Invoices||?||Unlimited||Unlimited||Unlimited|
|Onboarding / Setup||?||Waived if using a Salesforce Certified Admin||Waived if using a Salesforce Certified Admin|
|Data Flow: Xero to Salesforce|
|Sync From Xero into Salesforce||?|
|Xero Invoices shown in Salesforce||?|
|Keep Xero Invoices Up to Date in Salesforce||?|
|Import Recurring Xero Invoices||?|
|Create new Salesforce Accounts from Xero Customers||?|
|Final Payment Date on Invoices||?|
|Import copy of Line Items into SF||?|
|Import copy of Invoice Payment Events into SF||?|
|Auto-Match Invoice to Opportunity||?|
|Average Days to Payment per Xero Contact||?||In Beta|
|Data Flow: Salesforce to Xero|
|Create Xero Invoices from Salesforce Accounts||?|
|Create Xero Invoices from Salesforce Opportunities||?|
|Create Xero Invoice Line Items from Salesforce Opportunity Products||?|
|Populate Invoice Fields from Opportunity Custom Fields||?|
|Populate Invoice Line Item Fields from Opportunity Product Custom Fields||?|
|Create Invoices from Salesforce Orders & Populate Invoice Fields from Order Custom Fields||?|
|Populate Line Item Fields from Salesforce Order Product Custom Fields||?|
|Auto-Invoice creation from Salesforce Product Schedules||?|
|Create Xero Invoices from Custom Objects||?|
|Populate Xero Invoice Line Items with Child Custom Object Records||?|
|Populate Xero Invoice Line Items with any Custom Field||?|
|Suppliers, Purchase Orders and Bills|
|Xero Suppliers (Vendors) shown and up-to-date in Salesforce||?|
|Xero Purchase Orders and Bills shown and up-to-date in Salesforce||?|
|Create Purchase Orders and Bills from Opportunities||?|
|Create Purchase Orders and Bills from any object||?|
|Email Customers Invoice. Action auto-logged in Account Activity History||?|
|Payment via Credit Card in emailed Payment Link||?|
|Multi-Currency and Multi-Company|
|Xero Multi-Org||?||Contact Sales||Contact Sales|
|Integrate with Chargent, Unleashed Inventory or Chargify||?|
|Integrate with Matrix Velocity||?|
|Integrate with Mission Control||?|
|Vendor Approval Documentation or Custom NDA||Contact Sales|
Have Multiple Xero Organisations?
Do you have multiple Xero companies/orgs that connect with a single Salesforce org? If so, you’ll want our Multi-Org module.
Multi-Org allows all of the features of Breadwinner, but allows your staff to specify the Xero org when creating Accounts or Invoices. Additionally, Invoices are retrieved from all Xero orgs, allowing reporting across Xero orgs.
My favorite feature about Breadwinner is it helps us collect bills from late-paying customers. When someone calls up with a support request, I can instantly see in Salesforce whether they have any overdue bills. And if they do, I can ask them for an expected payment date before continuing. I figure it paid for itself in the first 4 days!Brendan McDaniel