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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality. Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Salesforce Yes 
Xero Yes 
ADvendio Yes 
Acomba No 
Braintree Yes 
Chargent Yes 
ChatGPT Yes 
Claude Yes 
Gemini Yes 
HubSpot CRM No 
Klient Yes 
Microsoft Teams Yes 
QuickBooks Online Advanced Yes 
Sage 300 No 
Slack Yes 
Square Payments Yes 
Stripe Yes 
Talent Rover Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Salesforce Yes 
Xero Yes 
ADvendio No 
Acomba Yes 
Braintree No 
Chargent No 
ChatGPT No 
Claude No 
Gemini No 
HubSpot CRM Yes 
Klient No 
Microsoft Teams No 
QuickBooks Online Advanced No 
Sage 300 Yes 
Slack No 
Square Payments No 
Stripe No 
Talent Rover No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$500/month
Free Trial No 
Free Version Yes 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Breadwinner

Founded

2012

Country

United States

Website

breadwinner.com

Vendor Details

Company Name

Finaxis.ai

Founded

2026

Country

Canada

Website

finaxis.ai

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Product Features

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