IRIS Software
IRIS Software is the UK's leading provider of software for accountancy practices, used by over 24,000 firms including 91 of the top 100 in the UK. They also handle payroll for roughly 1 in 5 UK employees, making them a cornerstone of the country's financial infrastructure. With over 2,000 employees, their finance team manages invoicing and accounts receivable in NetSuite, while the majority of the organization works in Salesforce.
Aged receivables dropped as sales stopped selling to delinquent customers
Delinquent customers were forced to pay outstanding invoices to continue purchasing
Finance team freed from repetitive invoice status requests from sales
"Our sales team can now see outstanding invoices directly in Salesforce. We stopped selling to customers who hadn't paid, and our aged receivables dropped significantly."
IRIS Software
Website
iris.co.ukIndustry
Software
Location
United Kingdom
Employees
2000+
Finance System
NetSuite
Channels
Salesforce & Agentforce
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Challenge
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Sales staff were selling to customers who had large unpaid invoices — increasing outstanding receivables rather than collecting on them. The finance team was the only group with access to invoice data in NetSuite, and sales had no way to check payment status before engaging a customer.
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Solution
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Breadwinner replicated NetSuite invoice data into Salesforce, making outstanding balances, invoice status, and days overdue visible directly on every Salesforce Account. Sales could instantly see whether a customer had unpaid invoices before making a sale.
How IRIS Software Reduced Aged Receivables with Breadwinner
The Problem: Selling to Customers Who Haven’t Paid
IRIS is perhaps best known as the UK’s leading provider of software for accountancy practices — used by over 24,000 firms, including 91 of the top 100 in the UK. They also handle payroll for roughly 1 in 5 UK employees, making them a cornerstone of the country’s financial infrastructure.
Despite this scale, IRIS faced a challenge common to fast-growing organizations: their sales team in Salesforce had no way to see a customer’s payment history, which lived in NetSuite. Without that visibility, sales occasionally engaged customers who had outstanding invoices — and the finance team had no easy way to flag the issue before it happened.
The Solution: Invoice Data on Every Salesforce Account
Breadwinner replicated NetSuite invoice data directly into Salesforce. Every Account now showed outstanding invoices, total balances, and days overdue — visible to any Salesforce user without needing a NetSuite license.
Sales staff could check a customer’s payment status in seconds before engaging them, and management could run reports on outstanding receivables across the entire customer base directly in Salesforce.
The Impact
Aged receivables dropped for two reasons. First, sales stopped selling to customers with outstanding invoices — shifting effort toward customers who paid on time. Second, delinquent customers were unable to purchase more until they settled their balances, creating a natural incentive to pay. IRIS considers this integration essential to their business operations.