Case Study: Port & Starboard cuts invoicing time with Breadwinner

Port & Starboard cuts monthly invoicing time by 88% with Breadwinner

Port & Starboard, a strategy and consulting firm, relied on Salesforce for client management and Xero for accounting. Their challenge was a slow and error-prone manual process where the team spent several days each month extracting data from Salesforce to create invoices for their over 50 clients in Xero. This pulled leadership away from client-facing work. They implemented Breadwinner to connect their two systems.

The Breadwinner solution integrated Xero directly into Salesforce, allowing the team to create and manage invoices without leaving their CRM. This eliminated manual data transfer and gave project managers real-time visibility into payment status. The implementation reduced their monthly invoicing time by 88%, from 3 days down to just 3 hours, significantly improving productivity and visibility across the entire organization.

Port & Starboard