Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
API Access
Has API
API Access
Has API
Integrations
Salesforce
ADvendio
Braintree
Chargent
Klient
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Square Payments
Stripe
Integrations
Salesforce
ADvendio
Braintree
Chargent
Klient
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Square Payments
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$100 per 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
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports