Change the way you
think about money
Browse below and visit Cosimo’s Finance Library to discover books and government reports that shed light on the past, present, and future of finance.
WALL STREET INVESTING & INSURANCE
Managing customer and sales data efficiently is critical for every business, so it requires all customer data and financial transactions to be accessible.
Integrating Salesforce and Xero can transform the invoice process through automation.
About Salesforce and Xero
Salesforce is a leading customer relationship management (CRM) platform that enables businesses to manage all data related to customers and sales. Some key features are lead conversions and sales transactions.
Xero is accounting and finance software that helps businesses track all financial data. This includes all transactions related to customers and business processes.
Companies are experiencing great results when integrating Salesforce and Xero. It improves relationships with customers and improves sales and marketing performance.
Automate the Invoicing Process
Integrating Salesforce and Xero can enable businesses to automate the invoice process. Xero operates in real-time, syncing data to ensure the most current information is always available.
Creating an invoice directly from within Salesforce enables businesses to speed up their cash flow process and reduces any delays with having to communicate back and forth between the sales and finance teams. Both sales and finance teams are also able to track the status of invoices including those that are overdue, due, and paid teams to follow up more efficiently for faster payment collection.
Create Invoices from Custom Objects
Using an integration system between Salesforce and Xero allows businesses to automate the invoice creation process using objects. A user is able to create a number of tabs and objects in Salesforce, which allows the integration system to populate Xero data to Salesforce easily. This means that the user can view Xero data and objects in Salesforce by simply authenticating Xero from within the integration software. The user will then be able to access that Xero data in those tabs/objects within minutes.
Sales and finance teams need access to invoice information. Integrating Salesforce and Xero provides the necessary information to increase communication with team members and customers alike. Because the data is displayed in real-time, the most current information is available for reference at all times.
This integration creates a cohesive system. Invoices are generated and updated as data is entered, so everyone remains on the same page.
Companies like Hevo and Zapier offer some integration services, but Breadwinner provides a robust integration process designed to transform the invoice process and the entire business.
Dare to Care
Dare to Care, a collection of ideas and initiatives to change finance as we know it, is a platform for global citizens to work together and manoeuvre through the world economic and financial crisis. The ideas presented within – of changing our mindset from a money-first to a care-first attitude – are meant to stimulate thoughts about our current monetary system and economy and how we truly want them to function. Author Louis Böhtlingk presents a workable method for us to change the way we think and feel about money, using it instead to support our fellow man, the Earth, and the gifts we all receive through each other and our planet.
Get answers to different personal insurance questions that are commonly asked.
Learn about revolving credits, mortgages and how to keep out of bad debt.
Learn investing techniques, that will shape your investing journey and help you make educated decisions.
History of Wall Street
It all started under a buttonwood tree, right, at the foot of Wall Street in 1792, where the Bill of Rights was passed and President Washington was inaugurated. Traders and speculators signed the Buttonwood Agreement under that tree, a pact that created the structure for the New York Stock Exchange. The NYSE was formally established in 1817. Read more about the origins of Wall Street in Wall Street in History by Martha J. Lamb.