Integrating Salesforce with Finance Systems

Guest blog post by Jake Harding, Product Marketing Manager, Breadwinner


Have you considered integrating Salesforce with your finance system?

The ability to synthesize information from business-critical software, such as CRM and financial systems, into cohesive, actionable insights is not just a luxury, it’s a business imperative. This is particularly true for sales and finance teams, where the seamless exchange of data between your CRM and finance system can profoundly influence organizational efficiency and customer experiences. You need a single source of truth for all customer sales and finance data.


A Salesforce and finance system integration can accelerate cash flow, grow revenues, control costs, and enhance compliance. When sales and finance teams have access to rich data at their fingertips, this can streamline revenue operations and get sales over the finish line faster. This means that your CRM and finance system no longer have to operate in silos.


  • Manage the entire quote-to-cash process from within Salesforce.
  • Track Invoice payment statuses such as due, overdue, and paid
  • Create Quotes in Salesforce using live financial data.
  • Manage complex ERP data such as Inventory right inside Salesforce.
  • Activate Subscription Billing in Salesforce
  • Service and sales reps on the ground can get real-time updates.
  • Increase compliance using appropriate user permission settings.


This article explores the opportunities that integrating Salesforce with finance systems such as NetSuite ERP, QuickBooks, Xero, or Stripe can offer to businesses. From mitigating miscommunication between sales and finance teams to accelerating time-to-payment through consolidated data, there’s much to be gained by integrating your CRM and finance systems. Let’s delve deeper into the potential benefits.

Unifying Data Sets: Bridging The Gap Between Sales & Finance


In any organization, the efficient flow of information is essential. It is the lifeblood that ensures all departments are aligned and moving towards a shared goal. However, when sales and finance teams operate in isolation, using separate sets of data, this can quickly lead to inefficiencies and misunderstandings. This is where Salesforce payments integration can come in handy.


By ensuring both the sales and finance teams are on the same page with a unified dataset, businesses can avoid miscommunication, accelerate decision-making, and enhance the customer experience. This cohesiveness enables organizations to be more responsive, agile, and customer-centric. All teams can quickly get on the same page through shared data.

Accelerating Time-To-Payment with Consolidated Data

In any fast-paced organization, time is money. Ensuring quick payment processing and sales is paramount for businesses to maintain a positive cash flow and enhance customer satisfaction. The integration of Salesforce with payment processors through Breadwinner Payments enables organizations to drastically reduce their time-to-payment and close sales faster.


Breadwinner Payments, a purpose-built connector solution, enables organizations to integrate Salesforce with their go-to payment processor. When sales teams have customer finance data at their fingertips, this can inform their sales strategies with critical up-to-date information. As a result, organizations can not only strengthen their customer relationships but also optimize sales performance.

Leveraging Sales & Finance Data: The Best of Both Worlds


By integrating with a Salesforce connector like Breadwinner Payments, Salesforce can become the single source of truth for all customer financial data. A connector enables the consolidation and streamlining of data flows between sales and finance teams, ensuring that everyone has access to the same, up-to-date information; helping to eliminate the risk of bottlenecks.


This type of integration allows businesses to fully harness customer financial data within Salesforce. As a result, organizations can make the most of the robust features of both platforms, improving their forecasting accuracy, making data-driven decisions, and tailoring sales strategies to customer needs without the need to navigate between both platforms.

Connecting ERP & Accounting Systems with Salesforce

The integration of Salesforce with Enterprise Resource Planning (ERP) systems like NetSuite or accounting tools such as QuickBooks and Xero can offer substantial benefits. These systems are crucial in managing various aspects of a business with many moving parts, from resources and inventory to accounting and customer relationships. You must have cohesive workflows.


By integrating Salesforce with these systems, businesses can gain real-time insights, streamline various processes, and improve financial accuracy. It ensures that data across all systems is consistent, reducing discrepancies and improving overall compliance. When this happens, businesses can operate more efficiently and make strategic decisions based on real-time data.

Using Salesforce Integrations to Streamline Payments


The integration of Salesforce with finance systems simplifies payment processing by automating the synchronization of invoices and payments with CRM data. This automation eliminates the risk of manual errors, ensures accurate financial reporting, and provides a clear picture of financial health; all while having complete control over who can view the data on your team.

Integrating Salesforce with Payment Processing Apps


When it comes to integrating Salesforce’s CRM with your go-to accounting tool, Breadwinner Payments offers a swift and secure way to establish a connection between Salesforce and your preferred payment processor, such as Stripe or Braintree. This out-of-the-box connector offers an efficient and secure transfer of customer financial data between platforms with all the security you would expect.


If you are ready to streamline your processes, improve data accuracy, and take your business to the next level, consider booking a demo with Breadwinner Payments. Experience firsthand the seamless integration between your business’s front and back offices, driving improved operational efficiency and greater customer experience.


The integration of Salesforce with finance systems is more than just a consolidation of data; it is an opportunity to enable informed decision-making and improve customer service. As teams navigate the complexities of bloated tech stacks, effective system integration is no longer an option but a necessity. When your systems communicate effectively, your business thrives.


Whether you’re using NetSuite, QuickBooks, Xero, or Stripe, Breadwinner is a purpose-built extensible turn-key integration that enables you to sync Salesforce with your finance system with fast time-to-value.

Try Breadwinner today and book a demo with our team. 

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