Xero Integration

Highlights

• Xero Integration - Sales
  Allow your sales team to raise Xero invoices in Salesforce & track invoice status i.e. overdue, due, & paid. Breadwinner enables your billing process to perform more efficiently while reducing time-to-payment.
• Save Staff Time
  Eliminate the need for double data entry and reduce manual data errors. Provide staff with access to time-sensitive payment information. With Breadwinner for Xero, you can reduce hidden salary costs, avoid delays, and increase ROI.
• Xero Integration - Data
  Empower your team by providing them with valuable insight into the customer’s overall financial health. Make better decisions based on accurate data using Breadwinner’s dynamic dashboard and reporting features.
• Xero Invoicing
  Create Xero invoices directly from Salesforce Opportunities, Accounts, or custom objects. Track invoice status including paid, due, and overdue without switching systems.
• Financial Visibility
  Give your sales team full visibility into customer financial health to close deals faster and reduce risk.Bring your Xero data into Salesforce for reporting, forecasting, and automation.
• AI Ready
  Breadwinner enables: Salesforce AI (Agentforce / Einstein) with real-time financial data Automated billing and revenue workflows Real-time dashboards and forecasting Instant answers to financial questions inside Salesforce

What Xero Integration does

Xero Integration Connector for Salesforce

Our mission is to empower businesses across all industries by streamlining their sales and finance data and aligning their teams, allowing for increased productivity and growth optimization.

Built on Force.com, Breadwinner’s out-of-the-box solution can be installed and configured in minutes. True bi-directional sync ensures your teams can access real-time Xero data in Salesforce.

Xero CRM Integration Features:

- Global Automation tools i.e. Global API, Guided Wizard

- Invoice creation from Account, Opportunity, Order, & Custom Objects

- Invoice status tracking (i.e. paid, overdue, due)

- Support for multiple accounting orgs and multiple currencies

- Safeguard of the accounting system

- Support for Accounts Payable via Invoice creation & tracking

- Support for Accounts Receivable via Bill & PO creation & tracking

- Salesforce Lightning & mobile ready

- Address & product sync

- Breadwinner is SOC 2 Type 2 compliant

To learn more, please visit https://breadwinner.com/xero-salesforce/pricing/.

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