Breadwinner: Connect Xero & Salesforce for end of year Success
How to Supercharge Your Business Operations with Breadwinner
In today’s fast-paced business environment, efficiency is everything. Businesses juggle customer relationships, sales growth, and financial management—often across multiple platforms. That’s where Breadwinner steps in. By connecting Salesforce CRM with Xero accounting, Breadwinner empowers teams to work smarter, not harder.
What is Breadwinner?
Breadwinner is a powerful integration tool that bridges the gap between Salesforce and Xero. Instead of manually entering the same data into two systems—or risking errors in spreadsheets—Breadwinner ensures information flows seamlessly between your CRM and accounting software.
Think of it as your business’s central nervous system, keeping sales and finance in sync, and freeing your team from repetitive admin tasks.
Why Use Breadwinner?
Here are a few key reasons why businesses turn to Breadwinner:
1. Eliminate Manual Data Entry
No more duplicating invoices, payments, or customer details across platforms. Breadwinner automates this process, saving valuable time and minimizing costly errors.
2. Real-Time Financial Visibility
Sales teams can see up-to-the-minute financial data within Salesforce. That means smarter conversations with clients, quicker decision-making, and better alignment between sales and finance.
3. Streamlined Invoicing
Generate invoices directly from Salesforce and automatically sync them with Xero. This reduces delays, improves accuracy, and ensures customers receive invoices faster.
4. Improved Cash Flow Management
With instant visibility into payments and outstanding balances, your team can chase overdue invoices confidently and plan ahead with accurate financial insights.
5. Better Customer Experience
When your team has full visibility of customer history—sales, invoices, payments—they can respond to queries more efficiently and deliver a more personalized experience.
How to Get Started with Breadwinner
Getting up and running is simple:
Install Breadwinner – Add the integration from Salesforce AppExchange.
Connect Your Accounts – Securely link your Salesforce and Xero platforms.
Customize Workflows – Tailor Breadwinner to your business processes, from invoicing to reporting.
Train Your Team – Show your sales and finance teams how to leverage unified data for better collaboration.
Within hours, you’ll have a seamless connection between your CRM and accounting system, ready to transform the way you work.
The Breadwinner Advantage
At its core, Breadwinner is about freeing your team from admin drudgery so they can focus on growth, customer relationships, and strategy. For fast-growing businesses, especially during high-demand seasons like Christmas or end-of-financial-year, the ability to streamline operations is a game-changer.
With Breadwinner, you don’t just save time—you gain clarity, accuracy, and confidence in your numbers.
Final Thoughts
Integrations are the backbone of modern business efficiency, and Breadwinner delivers one of the most valuable: connecting your CRM and accounting. If your team is still stuck manually updating records, chasing invoices, or struggling with disconnected systems, now is the time to make the switch.
