Make your QuickBooks data accessible to everyone.
Kipper connects QuickBooks Online to Slack and Teams so any employee can ask financial questions and get real answers — without a QuickBooks login or finance training.
Try our interactive demo
Which QuickBooks invoices are overdue by more than 30 days?
Found 7 invoices overdue by 30+ days:
What's our total AP balance this week?
AP balance: $284,500
Today 2:47 PM
Which QuickBooks invoices are overdue by more than 30 days?
There are 7 invoices overdue by more than 30 days, totaling $41,890. Oldest: Acme Corp ($8,400, 47 days). Largest: Global Tech ($12,100).
ChatGPT · Kipper
Q4 revenue breakdown from QuickBooks:
Claude · Kipper
Gross margin improved +4.2pp over the last 6 months:
Gemini · Kipper
AR aging summary as of today:
~5 sec
Response time
Read-only
By design
12+ years
Finance integration experience
The problem
QuickBooks is great for your bookkeeper. Not so great for the rest of your company.
QuickBooks Online is where your financial truth lives — invoices, payments, expenses, and customer balances. But access is limited to whoever has a login, and the interface isn't built for the rest of the company to browse.
So sales teams message the bookkeeper asking whether a customer has paid, ops teams ask about vendor bills, and managers want to know cash position — all via Slack or email, all interrupting whoever holds the QuickBooks login. Kipper makes that data available to everyone, without handing out QuickBooks seats.
How it works
Connected and running in under an hour.
Connect QuickBooks Online
Authorize Kipper through the admin portal using your QuickBooks Online credentials. No changes to your QuickBooks configuration required.
Your data is cached
Kipper replicates your full QuickBooks dataset into a secure cloud database. Initial sync typically takes around 10 minutes.
Set up permission sets
Choose what financial data is visible — full access, or just the areas that matter. One configuration, done in minutes.
Connect to your team's tools
Connect to Slack, Teams, or AI tools like ChatGPT, Gemini, or Claude. Start asking questions immediately.
Interactive demo
Data available
Your full QuickBooks dataset, queryable in seconds.
Kipper caches your complete QuickBooks Online data and maps it to a unified schema optimized for fast querying. Everything your bookkeeper works with becomes available to your whole team — within the permissions you set.
Customers & Contacts
Full customer records including contact details, payment terms, outstanding balances, and transaction history.
Invoices & Payments
Every invoice, payment, partial payment, and outstanding balance — queryable by customer, date, amount, or status.
Bills & Expenses
Vendor bills, expense records, and accounts payable — visible to finance and ops teams without a QuickBooks login.
Items & Products
Your full product and service catalogue including pricing, descriptions, and sales history per item.
Vendors
Vendor records, payment terms, outstanding bills, and purchase history across your supplier base.
Credit Notes & Refunds
Credit memos, refunds, and adjustments — searchable by customer, period, or amount.
Currently supports QuickBooks Online. QuickBooks Desktop support coming in future.
Example questions
QuickBooks answers, no QuickBooks login required.
"Has Riverstone Media paid their last invoice?"
Account manager before a follow-up call
Returns the invoice amount, due date, and current payment status — in seconds, without logging into QuickBooks.
"Which customers have overdue balances over $5,000?"
Business owner reviewing cash flow
Returns a ranked list of customers with overdue amounts, days past due, and total outstanding balances.
"What were our total bills last month, broken down by class?"
Operations manager reviewing spend
Queries bill records and returns a breakdown by class — e.g., Marketing, Operations, Facilities — for the period.
"What's the price of our Premium Support package?"
Sales rep on a call with a prospect
Looks up the item in your QuickBooks catalogue and returns the current price and description instantly.
Pricing
Simple, usage-based pricing.
One flat monthly price with users included. Add more as you grow. Free 14-day trial — no credit card required.
QuickBooks · Xero
$200
/ month
Includes up to 10 active users
$5 / month per additional active user
Includes 2,000 questions/month plus 50 per additional active user. View full pricing →
Security
Your accountant will actually approve this.
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Read-only connection. Kipper connects to QuickBooks with read-only access. It is architecturally impossible to create, edit, or delete records through Kipper.
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Granular permission sets. Control exactly what financial data is visible. Keep sensitive records — owner draws, payroll, P&L — out of reach of the wrong people.
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Full audit trail. Every question and answer is logged in the admin portal. Full visibility for the business owner and any compliance needs.
By interface
Access QuickBooks data through any interface.
Connect QuickBooks once. Your team accesses the data through whichever tool they already use.
FAQ
QuickBooks + Kipper FAQ
Common questions about accessing QuickBooks data through Kipper.
Give your whole company access to QuickBooks data.
Read-only. Permissioned. Logged. Set up in under an hour.