Connects Xero with Salesforce Agentforce for invoice creation, status tracking, and two-way financial data sync.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Xero Integration — screenshot from the Salesforce AppExchange listing

What it does

Breadwinner connects Xero and Salesforce with bi-directional data synchronization. It creates Xero invoices from Salesforce accounts, opportunities, orders, and custom objects, and tracks whether invoices are paid, due, or overdue. The integration supports multiple accounting organizations and currencies, plus accounts payable and accounts receivable workflows. It also brings Xero data into Salesforce for reporting, forecasting, dashboards, and automation.

Key capabilities

from the Salesforce AppExchange listing

Bi-directional sync

Synchronizes Xero data with Salesforce in both directions.

Invoice creation

Creates Xero invoices from Salesforce accounts, opportunities, orders, and custom objects.

Invoice status tracking

Displays whether invoices are paid, due, or overdue.

Multiple accounting organizations

Supports multiple accounting organizations and currencies.

Receivables and payables

Supports accounts payable through invoice creation and tracking, and accounts receivable through bill and purchase order creation and tracking.

Financial reporting data

Makes Xero data available in Salesforce for reporting, forecasting, dashboards, and automation.

Use cases

  • Sales teams can raise Xero invoices from Salesforce while viewing payment status without changing systems.
  • Organizations can use synchronized financial data in Salesforce dashboards and forecasts.
  • Staff can access payment information within Salesforce instead of entering the same data in multiple systems.

Who it's for

Sales teams and staff working with sales, billing, and finance data.

How it compares

Breadwinner connects Salesforce with Xero, creates invoices from Salesforce records, and tracks invoice status. AI Accounting Agents provides Salesforce-native accounting features including collections and queries for unpaid or overdue billings, while JustOn Billing Intelligence focuses on payment analysis, credit decisions, and payment-risk identification.

NamePricingDeploymentUpdated
Xero Integrationthis pluginPaidCloud
AI Accounting AgentsFreemiumCloud
JustOn Billing Intelligence – Analyze Payment Behavior and Reduce Payment RisksFreeCloud
BillingPaidCloud

In the catalog

29 plugins in Agentforce · Finance

Price distribution: 7 free, 1 freemium, 21 paid

Pricing & deployment

Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Breadwinner Integrations Inc.
Updated on marketplace
Facts verified