Cloud Nexus
Integration Partner

Breadwinner + Salesforce.
Finance Data, Where Your Team Works.

Native AppExchange apps that connect NetSuite, QuickBooks, Xero, and Stripe to Salesforce with real-time, two-way sync. No middleware. No custom code. No data leaving Salesforce. Cloud Nexus implements, configures, and extends Breadwinner as a certified partner.

Breadwinner

Salesforce AppExchange Partner

★★★★★5.0 on AppExchange

12+ yrs

On the AppExchange

4 systems

NetSuite, QuickBooks, Xero, Stripe

SOC 2

Type II certified

Real-time

Two-way sync, no middleware

One Company, Every Finance System

Four Native Salesforce Apps

Breadwinner builds a dedicated native app for each finance system. We help you choose the right one, configure it to your data model, and extend it where your business needs custom objects.

Breadwinner for NetSuite

NetSuite + Salesforce

ERP-grade integration for mid-market and enterprise. Multi-subsidiary, multi-currency, multi-tax aware. Syncs Companies, Contacts, Estimates, Sales Orders, Invoices, Items, and Fulfillments in real time.

Best for: Mid-market & enterprise teams running NetSuite alongside Salesforce

Breadwinner for QuickBooks

QuickBooks + Salesforce

Two-way sync between QuickBooks Online and Salesforce. Reps see invoices, payments, and customer balances on the account record. Finance stops rekeying closed deals into invoices.

Best for: SMBs and growing companies on QuickBooks Online

Breadwinner for Xero

Xero + Salesforce

Native Salesforce app connecting Xero contacts, invoices, and payments to your CRM records. Real-time, two-way sync — no middleware, no batch jobs, no waiting for reconciliation.

Best for: Companies on Xero that live inside Salesforce

Breadwinner Payments

Stripe + Salesforce

Bring Stripe charges, payments, and customer data directly into Salesforce. Track payment status, surface outstanding balances, and trigger workflows based on real payment events.

Best for: SaaS and subscription businesses billing through Stripe

Why Teams Choose Breadwinner

A decade of finance-integration experience, packaged as native Salesforce apps. Built for the realities of multi-entity accounting — not a generic middleware connector.

Real-Time, Two-Way Sync

Updates flow both ways in near-real time. No middleware, no batch jobs, no waiting for tomorrow's reconciliation. What changes in your finance system shows up in Salesforce — and vice versa.

Native Salesforce App

Installed from the AppExchange as a managed package. Your finance data never routes through a third-party cloud — it stays inside your Salesforce security boundary.

SOC 2 Type II Certified

Enterprise-grade security and compliance. Granular permissions, auditable data flows, and a native architecture that meets the requirements of PE-backed and pre-IPO companies.

Multi-Entity Aware

Multi-subsidiary, multi-currency, multi-tax — handled natively. The same customer existing under different subsidiaries maps correctly into Salesforce without workarounds.

Custom-Object Extensible

Deep out-of-the-box mappings for standard objects, plus an Apex Generator for custom record types. Extend the integration to your custom NetSuite objects without building from scratch.

Same-Day Deploy

Most teams install, configure, and start syncing the day they buy it. Guided setup and pre-built mappings mean you don't need a months-long implementation project to go live.

The Manual Hand-Off Problem — And How Breadwinner Fixes It

A scenario we see constantly: Salesforce runs the pipeline, NetSuite runs the books, and humans bridge the gap.

The Problem

Sales and Finance Were Connected by Humans, Not Software

A 200-person SaaS company ran Salesforce for CRM and NetSuite for financials across three subsidiaries. When a deal closed, a sales rep emailed finance to create a Sales Order. When a customer asked about an invoice, the rep Slacked finance to look it up. Reconciliation happened in a weekly spreadsheet. Multi-subsidiary customers showed up as duplicate records. It was slow, error-prone, and nobody had the full picture.

  • ✕Sales reps Slack finance every time a customer asks about an invoice or payment status
  • ✕Finance manually rekeys closed-won Salesforce deals into NetSuite Sales Orders
  • ✕Ops chases item fulfillments across both systems — every single day
  • ✕Account teams have no visibility into A/R balances without logging into the ERP
  • ✕Multi-subsidiary customers show up as duplicate or mismatched records
  • ✕Reconciliation happens in spreadsheets because the two systems don't talk
The Fix

We Installed Breadwinner and Wired It to Their Quote-to-Cash Loop

We installed Breadwinner for NetSuite from the AppExchange, mapped their standard NetSuite objects to the right Salesforce records, and used the Apex Generator to extend the integration to two custom objects. We configured subsidiary-aware customer sync so multi-entity customers landed on the correct Salesforce account with the right currency. Then we built a flow that turned closed-won opportunities into NetSuite Sales Orders automatically — no rekeying, no email, no waiting.

  • Live NetSuite Companies, Sales Orders, Invoices, and Fulfillments on the Salesforce account record
  • Closed-won opportunities create NetSuite Sales Orders automatically — no rekeying
  • Reps see invoice status, payment history, and outstanding balances without leaving Salesforce
  • Multi-subsidiary customers map to the right Salesforce account with correct currency and tax
  • Two-way sync means a payment recorded in NetSuite updates Salesforce in near-real time
  • Custom Apex Generator extends the integration to your custom objects and workflows
The Outcome

0 rekeying

Closed deals become Sales Orders automatically

Near-real-time

Invoice and payment status visible in Salesforce

3 → 1

Systems consolidated, manual reconciliation gone

"Breadwinner cut our SLA processing during a busy time by 80%. Client-facing teams can now assist clients without needing to loop in the finance team."

— Sr. Director, Client Experience, Restaurant Technology

"I've been thrilled with how easy it was to install Breadwinner — and how well the integration works. We went from install to live in production in seven days."

— Salesforce Platform Manager, Hospitality Technology

Our Approach

We Implement Breadwinner
the Way Finance Needs It.

Breadwinner is designed for same-day deployment — but getting it right in a complex, multi-entity environment takes more than an install. We handle the data mapping, subsidiary configuration, custom-object extension, and the Salesforce-side automation that turns a sync into a real quote-to-cash loop.

Most engagements also involve Salesforce configuration work alongside the Breadwinner setup — making sure the finance data lands on the right fields, in the right format, on the right records, and that your reps actually know how to use it.

01

Systems Audit

We map your finance system structure — subsidiaries, currencies, custom objects, and record types — and identify what needs to sync to Salesforce.

02

Install & Configure

We install the right Breadwinner app from the AppExchange and configure field mappings, subsidiary awareness, and sync direction.

03

Custom-Object Extension

Where you need custom NetSuite or Salesforce objects, we use the Apex Generator to extend the integration without building from scratch.

04

Salesforce Automation

We build the flows that turn closed deals into Sales Orders, surface invoice status on account records, and alert reps on payment events.

05

Training & Handoff

We document the integration, train your sales and finance teams, and make sure you can manage and extend it independently.

Get Started

Ready to Connect Your Finance System to Salesforce?

Book a free 90-minute audit and we'll map out exactly how Breadwinner fits your NetSuite, QuickBooks, Xero, or Stripe setup — and build a plan to make it live.

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