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About

The Salesforce and finance software integration solution to grow your business with. Breadwinner is the leading integration software between Salesforce and online accounting platforms including NetSuite, Xero, QuickBooks Online, and Payment Processors such as Stripe, Braintree, Square and more. Breadwinner enables Salesforce to become an ERP, with Accounts Receivable and Accounts Payable data in Salesforce, and creating a powerful two-way integration for financial data. Breadwinner allows companies to accelerate cash flow, reduce staffing costs, increase automation, improve productivity, and helps sales teams sell rather than waste valuable time on admin tasks. Breadwinner's mission is to provide a service that allows forward-thinking businesses to connect Salesforce to their finance software so they can work efficiently and gain a competitive edge. Our software is easy to install and configure, safe and reliable to use.

About

Datplan DataPull is a privacy-first Windows data integration and reporting application for accountants, finance teams and consultants. It connects to authorised QuickBooks Online, Xero, HubSpot and Companies House data, then downloads supported records into the user’s local Windows reporting environment. Datplan prepares structured fact-and-dimension tables, drag-and-drop dashboards, CSV and JSON exports, reconciliation information and BI setup files for Power BI, Excel, Tableau and Qlik. It supports full and incremental synchronisation plus scheduled refreshes on supported plans. Source datasets are stored locally rather than in a Datplan-operated cloud analytics warehouse. The Windows app is free to download with demo data; live-source connections use paid plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a finance software integration for Salesforce and online accounting platforms

Audience

Accountants, bookkeepers, finance teams, financial analysts, reporting consultants, BI professionals and businesses that need a no-code way to extract, structure and reuse accounting or CRM data for dashboards, Excel, Power BI and recurring management reporting.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$7
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them. A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

Cons

  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Breadwinner
Founded: 2012
United States
breadwinner.com

Company Information

Datplan
Founded: 2017
www.datplan.com

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Categories

Data Integration Supported
Finance Supported
Integration Supported

Categories

Data Integration Supported

Integrations

QuickBooks Online Supported
Xero Supported
ADvendio Supported
Braintree Supported
Chargent Supported
ChatGPT Supported
Claude Supported
Gemini Supported
HubSpot CRM Not Supported
Klient Supported
Microsoft Teams Supported
NetSuite Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Supported
Square Payments Supported
Stripe Supported
Talent Rover Supported

Integrations

QuickBooks Online Supported
Xero Supported
ADvendio Not Supported
Braintree Not Supported
Chargent Not Supported
ChatGPT Not Supported
Claude Not Supported
Gemini Not Supported
HubSpot CRM Supported
Klient Not Supported
Microsoft Teams Not Supported
NetSuite Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Not Supported
Slack Not Supported
Square Payments Not Supported
Stripe Not Supported
Talent Rover Not Supported
Claim Breadwinner and update features and information
Claim Breadwinner and update features and information
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information