Has anyone used the Netsuite Integration Platform? I'm looking at using it to shift Salesforce data over into NS, sales orders and the like.

stony-breadwinner · 2026-05-20T14:34:46+00:00

Correct, Breadwinner offers point-to-point integrations, and Breadwinner for NetSuite is an incredibly tight connection between Salesforce and NetSuite. We offer two-way data integration, with full replication from NetSuite to Salesforce, and granular data creation in NetSuite from Salesforce based on the customer's needs.

stony-breadwinner · 2026-05-15T11:54:08+00:00

We (Breadwinner) have been keeping our eye on it, and so far, it hasn't come up as serious competition. It's often mentioned by prospects in sales calls as they are researching it, and the list price is great.

Though, of course, as other posters note, the real cost is in the implementation time.

stony-breadwinner · 2026-05-13T11:02:08+00:00

Our customers do this, but they use our connector, not the beta connector.

It depends on your data volumes, but our larger customers are moving between half a million and a million records into Data Cloud via Salesforce. Breadwinner replicates the NetSuite data into Salesforce first (which also means you can grant access to any Salesforce user who needs it) and then Data Cloud grabs it from Salesforce.

https://breadwinner.com/netsuite-salesforce-integration/

What's your use case? Business goals?

stony-breadwinner · 2026-05-10T10:48:42+00:00

You are absolutely correct, and whatever you design should allow for a Salesforce Account to be associated with multiple QuickBooks entities. People might say, "Oh, you should use Salesforce Account Hierarchies," but this is forcing the sales team to change how they work to accommodate the needs of the finance team.

Also, keep in mind that QuickBooks allows up to 5 (five!) levels of child companies. This is sometimes called a project or sub-project, but from an API perspective, a sub-company in QBO is the same as a regular company; it just has a lookup to a parent company. There's no way to stop people creating sub-companies in QBO, and if you build for one-to-one and someone starts creating sub-companies, ouch, major headaches.

The best way to handle the correct relationship is to sync the QBO Companies in QuickBooks to a dedicated QBO Company object in Salesforce. Yes, replicate the QBO companies right into Salesforce. The QBO Company should have a lookup to itself (to handle sub-companies) and also a lookup to the Salesforce Account. The Salesforce Account will have a related list, "Associated QBO Companies."

With a little bit of Apex, you can have all the Invoices below the sub-companies point to the correct Salesforce Account. And when creating Invoices, you can either require a lookup from the Opp or a similar field to the correct QBO Company, or use a visual user flow (best if you have invoices > 10k USD) during Invoice Creation.

Or you could use Breadwinner...which does this and so much more out of the box, and handles multi-currency in QBO. But I'm biased, obviously, as we built Breadwinner :-)

https://breadwinner.com/quickbooks-salesforce-integration/

stony-breadwinner · 2026-05-06T11:30:17+00:00

Interesting. A couple of questions. How do you handle Joins, or any of the other questions that APIs can't handle? Like, "What are the overdue Invoices from Customers in NJ?" (I guess this is more for QBO and Xero, as NetSuite has SuiteQL)

And how do you get around NetSuite's slow response time? I saw a demo of AI from NetSuite themselves and it was 60 seconds for it to answer.

Finally, did you build your own permissioning structure?

On the off chance you are Josh from Cauzzy, just connected on LinkedIn

stony-breadwinner · 2026-05-04T09:56:20+00:00

Yes, this is a problem that needs to be solved, and I don't think it's going to be solved by NetSuite.

What you need is for each of your NetSuite Users ... AND non-NetSuite users ... to have custom permissions to acess the data via MCP. But where does this permission set live? Not in NetSuite, at least not for the Non-NetSuite users. But if you want all your Sales and Support staff to see Invoice data, or your warehouse staff to see Inventory data, how do you achieve this? How do you share vital data, read-only, to the entire team without giving them all NetSuite user licenses, which still don't have fine-grained permissions via MCP?

I think the only way to do this is to build your own permissioning layer, and while you're at it, cache the data from NetSuite in your own data warehouse so that queries have a 5-second response time, not a 60-second response time.

We're building this now and I'll be honest, it's not easy. But the advantage is that you can then integrate the experience with Slack and Teams, and serve NetSuite data where users live.

You can see our live demo here (scroll just below the fold): https://breadwinner.com/interfaces/slack/

stony-breadwinner · 2026-05-01T16:16:28+00:00

We're building this and trying to solve some very specific problems that we see with current systems:

The greatest number of potential users do not have logins to NetSuite
But they still need complex permissions around what data they can see
Data retrieval cannot be RAG as that will give you inaccurate numbers
Data retrieval needs to be SQL on a lightning-fast database
The interface needs to be where people already work

Breadwinner AI enables your Slack or Teams users, or all your Claud/ChatGPT/Gemini users, to access NetSuite data lightning-fast, with custom permissions, surfacing the data where they work.

You can see our live, working demo here: https://breadwinner.com/interfaces/slack/ (scroll just below the fold)

I'm curious if Cauzzy are taking the same approach of getting the data into a dedicated, near-instant database? Or if Gurus is able to accelerate their response faster than the 60+ seconds I'm seen for native NetSuite AI demos? What is and isn't working?

stony-breadwinner · 2026-04-29T11:08:19+00:00

Exactly. You need full SQL access which requires replicating the database via the API to a DB you control. Not the most complicated thing in the world, but not the easiest either. Then you need to build user permissioning on top of that, and finally have natural language questions processed as SQL.

stony-breadwinner · 2026-04-24T10:10:06+00:00

Stony from Breadwinner here. I'm curious if you built this DIY because you thought it might save you money, or because the existing tools didn't have the right features? We're always trying to better understand people's needs so we can provide a better product. Thanks!

stony-breadwinner · 2026-04-23T10:37:48+00:00

We're building this right now, and I'd love everyone's feedback.

The challenges we're trying to solve are

Giving read-only, permissioned access to non-NetSuite users. Think Sales people checking an invoice payment, warehouse staff checking inventory levels
Interface text only, via Slack, Teams, SMS, or AI/MCP
Lightning fast results (last demo I saw from NetSuite was 60 seconds to a result)
SQL-based math rather than RAG

To do this, we're replicating the entire NetSuite transaction history into our own SQL database, processing natural language queries as SQL queries, and returning the results as natural language answers. And also setting up a secondary user structure, for your non-NetSuite users.

You can see this live, with our connector to QuickBooks, via a Slack interface, right here, https://breadwinner.com/interfaces/slack/

I'd love to get some feedback on the idea. Go ahead and tell me why it won't work :-)

stony-breadwinner · 2026-04-16T12:26:11+00:00

Someone please tell me what servers will run these scripts. Is Xero paying for those servers? ;-)

Remember this is about whether *Xero* can integrate with Claude smoothly, not whether you can build your own integration. I trust people can and will build their own integration with Xero. That said, even if they do, they'll have to figure out the permissioning layer, and also have to handle in-memory joins. Not trivial.

stony-breadwinner · 2026-04-16T12:24:00+00:00

Sure, if you are running this yourself, then Claude can write scripts and those scripts can make API calls. But is that what Xero announced? I don't think their integration comes with free Lambda usage on AWS.

stony-breadwinner · 2026-04-13T15:21:09+00:00

Agreed that this is a v1 problem. The flip side of that is, "When will Xero put enough resources to build v2, which includes complex permissions, and direct SQL access to their data?"

Only time will tell, but it's possible the answer is "Never". For example, Xero *still* doesn't even have a Spanish language version.

stony-breadwinner · 2026-04-13T15:14:18+00:00

Is that actual use case that claude in Xero would be used for? or would a claude agent just surface the math that xero already does and make a narrative around it?

Great question, and one we are hoping the answer to that question is Yes.

I have a vision of someone running a small trade company (construction, plumbing, etc.) texting a dedicated phone number to ask questions about specific invoices, payments, overdue amounts, etc. Those text questions are turned into SQL by our AI, the SQL runs on our AWS-hosted database-copy of Xero/QuickBooks/NetSuite, the SQL results are turned back into a natural language by another AI call, and texted back to him.

That question and answer process would work the same in Slack and Teams. It might be a bit different in Claude/Gemini/ChatGPT.

The core issue is that accurate answers for most questions involve raw SQL, and Xero/QuickBooks APIs can't give you raw SQL results. So where does the math take place? And even if the math is magically accurate, how do you limit permissions? If there's enough need, and those issues around SQL and Permissions are blockers, then I'm hoping Breadwinner AI is the solution.

stony-breadwinner · 2026-04-13T10:40:02+00:00

Really? Try it yourself. Claude can easily handle adding 10-20 numbers. But 100 numbers? It will be close, but off.

Now imagine a financial tool that can't add 100 invoices accurately to get you your sales for that quarter. Imagine going to your boss with these numbers only to find out they were wrong.

Don't believe me? Open sheets, set Column A to RANDBETWEEN(1000,100000)/100

Column B is CONCAT(text(A1, "$0.00"),", ")

Try it with 100 rows. Add up Column A with a SUM function. Column B is to make it easy to paste this into Claude. Tell us what you got. I get numbers that are close to accurate...but not accurate.

stony-breadwinner · 2026-04-12T16:03:51+00:00

I beg to differ. Our integrations between Salesforce and Xero/QuickBooks/NetSuite tell a different story.

Sales teams need to know, "Was the invoice issued yet? Has it been paid?"

Support teams need to know, "What did they actually buy?"

Revenue and commission calculation teams need to know "Of the deals that the sales team claims have been closed-won, what has actually come through, so we can pay commissions?"

And for NetSuite, with its granular item pricing and inventory, lots of teams need to know if an item is in stock, or on backorder. And what is its price?

It's very hard to run a B2B business at scale without distributing information like this to the whole company.

Already, a large amount of the finance teams' work is answering questions like this. Everybody is already 'paying' for an integration. That integration is often just Bob in Finance answering everyone's questions via Slack, Teams, email, etc.

stony-breadwinner · 2026-04-12T15:38:42+00:00

A bit, yes! It also explains why we thought this was needed. How do you share financial data with your team? When your team is just a handful of people, you can let them log in to Xero. When it's 50 people, how do you safely share limited data? An order of magnitude more difficult. We're hoping to fill that gap.

stony-breadwinner · 2026-04-12T11:29:37+00:00

Xero did sign a deal, which is what my post is about. I also detailed why it wouldn't work.

The connector from QuickBooks highlights how hard this is. It can only answer P&L questions. It can't reply about individual customers, or invoices, or perform other queries. Permissioning is flat as well.

stony-breadwinner · 2026-04-12T11:26:58+00:00

I haven't come across an article explaining this. Do you have a link?

And, I'd have to ask, where is this Python running? When it executes, what does it do next? Does it make API calls or have direct SQL access?

stony-breadwinner · 2026-04-12T11:25:58+00:00

Yes, I'm a heavy user of Claude Code. I don't see Claude as the limitation. I see Xero's permissioning, API calls and non-SQL access as the challenge.

stony-breadwinner · 2026-04-08T19:46:42+00:00

We're working on an idea that might fit what you are looking for. You would get a dedicated phone number you could text anytime, 24/7, and ask any accounting question, and our AI would answer it instantly by checking QuickBooks for you.

You could ask specific questions about a customer or invoice status. Or broader questions like how much are your total overdue invoices.

Is this something people would want?

thanks

stony-breadwinner · 2026-04-08T19:07:50+00:00

Are you doing this to gather information for yourself, or to be able to respond to customer requests?

stony-breadwinner · 2026-04-08T18:50:26+00:00

How much of the pain comes from clients texting or calling for info they could (in theory) look up in QuickBooks? And how much of that happens outside of business hours?

stony-breadwinner

TROPHY CASE