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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

NetSuite
QuickBooks Online
Salesforce
Xero
ADvendio
Acomba
Braintree
Chargent
ChatGPT
Claude
Gemini
HubSpot CRM
Klient
Microsoft Teams
QuickBooks Online Advanced
Sage 300
Slack
Square Payments
Stripe
Talent Rover

Integrations

NetSuite
QuickBooks Online
Salesforce
Xero
ADvendio
Acomba
Braintree
Chargent
ChatGPT
Claude
Gemini
HubSpot CRM
Klient
Microsoft Teams
QuickBooks Online Advanced
Sage 300
Slack
Square Payments
Stripe
Talent Rover

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$500/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Product Features

Alternatives

Alternatives

No Alternatives
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