Conversational finance intelligence

Ask your finance
system anything.

Kipper answers questions about your Oracle NetSuite, QuickBooks, and Xero data right inside Slack, Teams, and SMS. Your team asks in plain English and gets the actual number back in seconds. It never guesses, and it's read-only, so you can safely open it to your whole team.

Book a demo

Or schedule a free onboarding and we'll set it up with your team.

read-only audit-logged encrypted ~5s answers
Ask Kipper
in Slack
translating to query…
Kipper

Total overdue AR is $0 across 7 invoices.

Acme Corp$8,40047d
Global Tech$12,10038d
Horizon LLC$3,25033d
+ 4 more
NetSuite ·read-only ·3.8s ·logged
Ask about invoices, AR aging, bills, payments…

Try a live demo where your team works

Live data from
NetSuite
QuickBooks
Xero

Why Kipper

A finance analyst on call,
wherever your team works.

Ask anywhere

Slack, Teams and SMS today. ChatGPT, Gemini and Claude via MCP. Your team stays in the tools they already live in.

Slack
Teams
SMS
ChatGPT
Gemini
Claude

How does Kipper stay accurate?

Kipper turns your question into a real SQL query against live data. There's no document search and no RAG behind it, so you get the actual figure back, not a confident-sounding guess.

~5s

from question to answer

How does Kipper keep your finance data safe?

It's read-only by architecture. Kipper reads your finance data to answer questions, which is what makes it safe to open to the whole team.

Who can see what?

Your admins decide. Access is scoped by team, account, or role, and enforced on every question. Each one is logged for the audit trail.

See it answer on your own stack.

A 30-minute walkthrough on NetSuite, QuickBooks, or Xero, with the questions your team actually asks.

Book a demo

How it works

Live in minutes.

01

Connect your finance system

Link Oracle NetSuite, QuickBooks, or Xero with your own credentials. It's read-only by design, so your books stay exactly as they are while the whole team asks freely.

02

Add Slack or Teams

Install the app in one click. Any admin can do it, no developer or IT ticket.

03

Set who sees what

Give everyone one shared view, or scope access down by team, account, or role. It's enforced on every question.

04

Ask in plain English

Now anyone on your team can ask a question and get an accurate answer back in seconds.

We'll do the setup with you.

Connect your finance system, add Slack or Teams, set who sees what. Free onboarding, no commitment.

The shift

"Has Acme paid?"
One question. Two worlds.

The old way 3+ hours

A sales rep asks in #sales. Nobody knows.

"Ask the finance manager, they have access."

The rep DMs finance. Finance is in meetings till noon.

Three hours later, the proposal had already gone out. Acme was $8,400 overdue.

A person became the integration layer.
The Kipper way 3.8 seconds
Has Acme paid their last invoice?
Kipper

Yes. Invoice #INV-2847 was paid Nov 14 for $12,500.

⚠ but $8,400 is overdue on INV-2901 (47d).

The rep caught it before it cost the deal.

Move your team to the second world.

Sales, service, and operations get the answer without a finance-system login or a message to finance.

Book a demo

The honest answer

"Can't we just connect it ourselves?"

Connecting is the easy part, your developer can do it in an afternoon. Making that data safe to trust and safe to share is the hard part. Here are the four questions that decide it.

Can it change your books?

If you connect it yourself

It can write to your books, so it's only as safe as the login behind it.

With Kipper

Reads only, so your books stay exactly as they are, safe to open to everyone.

Can you trust the answer?

If you connect it yourself

The AI writes its own query, and a wrong number can look as confident as a right one.

With Kipper

Every answer is a real figure, pulled straight from your records with a structured query.

Who can see what?

If you connect it yourself

One shared login sees everything, with no record of who asked.

With Kipper

Each person is scoped to their own view, and every question is logged.

Where can people ask?

If you connect it yourself

Inside one AI app, for the person who set it up.

With Kipper

Right where they work: Slack, Teams, and SMS, plus Claude, ChatGPT, and Gemini.

A connector answers for the one person who set it up. Kipper is everything that makes the answer safe to trust, and safe to hand your whole team.

Don't take our word for it. Ask it yourself.

Open the public demo and ask anything: invoices, AR aging, unpaid bills, payments. Answered live from real finance data.

Kipper
Question:

Show me the cash flow statement for last month

Answer:
  • Kipper is opening your QuickBooks books…
  • Finding last month's date range…
  • Pulling every transaction that moved cash…
  • Sorting them into operating, investing and financing…
  • Adding up each section…
  • Laying out the statement…

Here is the cash flow statement for last month, from QuickBooks.

Cash flow statement · last month · QuickBooks
Last month
Operating activities$1,575.15
Investing activities-$13,495.00
Financing activities$10,662.50
Net change in cash-$1,257.35
Question:

Which customers are more than 30 days overdue?

Answer:
  • Handing this to Kipper…
  • Gathering every open invoice…
  • Netting off the payments already received…
  • Working out how old each balance is…
  • Keeping the ones past 30 days…
  • Sorting them oldest first…

Four customers are past 30 days, $57,600 in total.

CustomerOverdueDays
Pinnacle Industries$24,60073
Meridian Corp$18,20052
Crestview Partners$9,80041
Acme Corp$5,00033
Question:

What do we still owe Northwind Traders?

Answer:
  • Kipper is reading your QuickBooks data…
  • Finding Northwind Traders on your vendor list…
  • Pulling the bills raised against them…
  • Taking off what has already been paid…
  • Adding up the balance still open…
  • Checking the due dates…

Northwind Traders has 3 unpaid bills totalling $18,420.

BillAmountDue
BILL-2041$9,120Sep 30
BILL-2077$6,300Oct 14
BILL-2090$3,000Oct 28
Question:

How much did we collect this month versus last month?

Answer:
  • Passing the question to Kipper…
  • Marking out this month and last…
  • Pulling the payments recorded in each…
  • Adding up the two periods…
  • Comparing one against the other…
  • Writing up the difference…

Collections are up $12,180 on last month.

PeriodPayments received
This month$84,310
Last month$72,130
Change+$12,180
Question:

Who are our biggest outstanding balances right now?

Answer:
  • Kipper is picking this up…
  • Collecting open invoices customer by customer…
  • Taking off payments and credit memos…
  • Rolling each customer up to one balance…
  • Ranking them largest first…
  • Taking the top of the list…

Top three open balances, $96,300 between them.

CustomerOpen balance
Northwind Traders$42,800
Atlas Manufacturing$31,400
Beacon Digital$22,100
Question:

How many of SKU-9032 do we have on hand?

Answer:
  • Kipper is going into QuickBooks…
  • Finding SKU-9032 in your item list…
  • Reading the stock held against it…
  • Counting it up by location…
  • Adding the locations together…
  • Double-checking the count…

488 units of SKU-9032 are on hand, across two locations.

Question:

Did Acme Corp pay invoice INV-2214?

Answer:
  • Asking Kipper…
  • Pulling up invoice INV-2214…
  • Reading what it was issued for…
  • Looking for payments applied to it…
  • Checking the dates it was due…
  • Settling the answer…

Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.

Question:

What's on purchase order PO-1184?

Answer:
  • Kipper is opening your QuickBooks books…
  • Pulling up purchase order PO-1184…
  • Reading down its line items…
  • Checking who it was raised with…
  • Adding up the order…
  • Checking whether it is still open…

PO-1184 is open with Northwind Traders, $14,250 across three lines.

LineQtyAmount
SKU-9032 Bracket300$7,500
SKU-4417 Housing150$4,875
SKU-2208 Fastener500$1,875
Question:

What did we spend by class last quarter?

Answer:
  • Routing this through Kipper…
  • Marking out last quarter…
  • Pulling the expenses booked in it…
  • Reading the class on each one…
  • Grouping them class by class…
  • Totalling each group…

Spend by class for last quarter, $128,400 in total.

Spend by class · last quarter · QuickBooks
ClassSpend
Operations$61,200
Sales$34,700
Warehouse$21,300
Admin$11,200
Question:

What's the balance in our bank accounts?

Answer:
  • Kipper is reading your QuickBooks data…
  • Pulling today's balance sheet…
  • Reading down the account lines…
  • Keeping just the bank accounts…
  • Adding the balances together…
  • Checking it against the statement date…

Three accounts, $214,905 in total as of today.

Bank balances · QuickBooks
AccountBalance
Operating · 4471$162,340
Payroll · 8802$38,115
Reserve · 1190$14,450
Reply to Claude…

Connecting over MCP? See the demo in Claude, ChatGPT and Gemini →

Want a guided walkthrough instead? Schedule a free onboarding →

FAQ

Frequently asked questions

How Kipper works, what it connects to, and how to get started.

Kipper connects to Oracle NetSuite, QuickBooks, and Xero. You can connect any combination and query them all from one place.
Native apps for Slack, Microsoft Teams, and SMS are live today. ChatGPT, Claude, and Gemini are supported through the Model Context Protocol (MCP).
Yes, Kipper is strictly read-only by architecture, and that's the point: it's what lets you open it to the whole team safely. Data only ever flows one way, from your finance system into Kipper, purely so it can answer questions.
Kipper translates your plain-English question into a SQL query and runs it against a real-time copy of your finance data. There's no RAG and no document search involved, just a structured query against real records, which is why answers come back fast (around 5 seconds) and accurate. You get a fact, not an approximation.
Admins configure data access in the Kipper portal, controlling exactly what each user, team, or channel can see. Access is enforced when the query runs, no matter how a question is phrased, and every question and answer is logged for a full audit trail.
No. Only an admin connects the system once. After that, anyone can ask from Slack, Teams, SMS, or AI tools without a finance login of their own.
Most teams are live in under an hour: connect your finance system, set access, install the Slack or Teams app, and start asking.
Your data is encrypted in transit and at rest, and hosted on AWS in the United States. Kipper is read-only by architecture, every query is audit-logged, and access is governed by the configurations your admins define.

Stop asking finance.
Just know.

Give your whole team secure, instant answers from Oracle NetSuite, QuickBooks, or Xero, right where they already work.

What happens next

  1. Pick a 30-minute slot

    A live walkthrough on NetSuite, QuickBooks, or Xero, with the questions your team actually asks.

  2. We connect it with you

    Read-only, on your own credentials. Slack or Teams installed in one click, access scoped to who should see what.

  3. Your team starts asking

    Invoices, AR aging, unpaid bills, payments. Answered in seconds, where they already work.

Free, no commitment.

Prefer to try it yourself? Start a free trial.