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Average Ratings 1 Rating
Description
Breadwinner is the premier integration solution designed to enhance your business by linking Salesforce with various online accounting tools such as NetSuite, Xero, QuickBooks Online, and payment processors like Stripe, Braintree, and Square. This software transforms Salesforce into an ERP by incorporating Accounts Receivable and Accounts Payable information directly into the platform, establishing a robust two-way exchange of financial data. By utilizing Breadwinner, organizations can expedite cash flow, lower staffing expenses, boost automation, enhance productivity, and allow sales teams to focus on selling rather than getting bogged down by administrative duties. The goal of Breadwinner is to empower innovative companies to seamlessly connect Salesforce with their financial systems, thereby increasing efficiency and securing a competitive advantage in the market. Additionally, our solution is designed for easy installation and configuration, ensuring that it is both safe and dependable for users. Ultimately, Breadwinner not only simplifies financial management but also supports scalable growth for businesses of all sizes.
Description
Datplan DataPull is a privacy-conscious application designed for Windows that facilitates data integration and reporting specifically tailored for accountants, finance professionals, and consultants. It establishes connections to authorized data from QuickBooks Online, Xero, HubSpot, and Companies House, enabling users to download relevant records directly into their local Windows reporting setups. The application systematically organizes data into structured fact-and-dimension tables, offers drag-and-drop dashboards, and allows for exports in CSV and JSON formats, alongside providing reconciliation details and BI setup files compatible with Power BI, Excel, Tableau, and Qlik. Furthermore, it accommodates both full and incremental synchronization options and includes scheduled refresh capabilities for supported plans. Unlike many alternatives, Datplan ensures that source datasets remain stored locally instead of relying on a cloud-based analytics warehouse managed by Datplan. The Windows application is available for free with demo data, while access to live-source connections requires a paid subscription. This approach not only prioritizes user privacy but also enhances the overall data handling experience for professionals.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
Xero
Yes
ADvendio
Yes
Braintree
Yes
Chargent
Yes
ChatGPT
Yes
Claude
Yes
Gemini
Yes
HubSpot CRM
No
Klient
Yes
Integrations
QuickBooks Online
Yes
Xero
Yes
ADvendio
No
Braintree
No
Chargent
No
ChatGPT
No
Claude
No
Gemini
No
HubSpot CRM
Yes
Klient
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$7
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Breadwinner
Founded
2012
Country
United States
Website
breadwinner.com
Vendor Details
Company Name
Datplan
Founded
2017
Website
www.datplan.com
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No