AI TOOL PROFILE
Breadwinner AI: Conversational Finance Data Access
- Finance and Accounting
- Data Integration
- Small Businesses
- Mid-Market Companies
- Enterprise Companies
- Teams using Slack or Microsoft Teams
Pricing
Pricing starts at $200/month for QuickBooks, Xero, or Stripe (includes 10 users) and $1,000/month for NetSuite (includes 20 users). A free 14-day trial is available.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Enterprise Companies, Teams using Slack or Microsoft Teams
- Key use cases
- Invoice and Payment Verification, AR Aging Visibility, Quick Financial Summaries, Inventory Checking
- Integrations
- NetSuite, QuickBooks Online, Xero, Slack, Microsoft Teams
- Official website
- Visit breadwinner official website
How AI is used
Breadwinner is a conversational intelligence tool that connects to a company's finance stack to provide read-only data access. It allows employees to ask questions in plain English via Slack or Microsoft Teams and receive data from their accounting software without needing a separate login.
Key Features
Read-Only Finance Access
Architecture ensures that accounting data can be queried but not modified through the interface.
Natural Language Querying
Supports finance questions in plain English and other supported world languages.
Permission Set Controls
Allows admins to restrict data visibility based on account type, transaction type, or role.
SQL-Based Data Retrieval
Translates questions into direct SQL queries against cached data to support accurate data retrieval.
Audit Logging
Logs every conversation and query in an admin web app for security monitoring.
Data Refresh
Supports data refresh in real time via webhooks for QuickBooks and Xero, and every five minutes for NetSuite.
Use Cases
Invoice and Payment Verification
Helps sales or account teams check if a customer has paid their last invoice before sending new proposals.
AR Aging Visibility
Supports identifying customers with outstanding balances over a specific threshold or those overdue by more than 30 days.
Quick Financial Summaries
Retrieves total AP balances or revenue breakdowns by subsidiary within a chat interface.
Inventory Checking
Supports verifying if specific SKUs are available in a particular warehouse.
Integrations
- NetSuite
- QuickBooks Online
- Xero
- Slack
- Microsoft Teams
- ChatGPT
- Gemini
- Claude
FAQ
Can Breadwinner AI change my accounting data?
- No, the system is read-only by design. Users cannot modify accounting data through the platform.
Which finance systems does Breadwinner support?
- The tool supports NetSuite, QuickBooks Online, and Xero.
How do I control who sees which financial data?
- Admins can configure permission sets in the portal to restrict visibility to specific areas, such as AR only, AP only, or Inventory.
Is there a difference in pricing between QuickBooks and NetSuite?
- Yes, the QuickBooks/Xero/Stripe plan starts at $200/month including 10 users, while the NetSuite plan starts at $1,000/month including 20 users.
Source category: Finance & Accounting
Source subcategory: Data Integration
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