Make your Xero data accessible to everyone.

Kipper connects supported Xero records to Slack and Teams so approved employees can ask operational finance questions and get read-only answers — without a Xero login or finance training.

Team Kipper · 3 min read
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Kipper
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Acme Inc.

Channels

# finance-questions
# sales-team
# exec-updates
# warehouse-ops
# general

Direct Messages

Sarah K.
Bob F.
# finance-questions
JT
James T. 2:03 PM

Which Xero invoices are overdue by more than 30 days?

Kipper
Kipper APP 2:03 PM

Found 7 invoices overdue by 30+ days:

Acme Corp $8,400 47 days
Global Tech $12,100 38 days
Horizon LLC $3,250 33 days
Summit Partners $6,800 35 days
+ 3 more  ·  Total overdue: $41,890
Slack
T
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Your Teams

Finance Ops
Sales Enablement
Marketing
Product
Finance Ops General
AP
Amy P. 11:20 AM

What's our total AP balance this week?

Kipper
Kipper APP 11:20 AM

AP balance: $284,500

Due < 30 days$142,300
30–60 days$89,800
Overdue$52,400
Teams +
9:41
5G
Messages
Kipper
Kipper

Today 2:47 PM

Which Xero 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).

iMessage
SMS +
G
ChatGPT
Today
Q4 Revenue Analysis
Overdue Invoices
Vendor Payments
Budget Review
Yesterday
Monthly Close Status
AR Aging Summary
Q4 Revenue Analysis
Show me Q4 revenue by product line
G

ChatGPT · Kipper

Q4 revenue breakdown from Xero:

Enterprise SaaS $1.24M +18%
Professional Services $380K +7%
Support & Renewals $210K +22%
Consulting $95K +12%
Total Q4 revenue: $1.93M (+16% YoY)
ChatGPT +
C
Claude
Recent
Gross Margin Analysis
Vendor Trends
Cash Flow Review
Expense Audit
Gross Margin Analysis
Analyze gross margin trend, last 6 months
C

Claude · Kipper

Gross margin improved +4.2pp over the last 6 months:

Jul
61.2%
Aug
62.8%
Sep
63.1%
Oct
64.4%
Nov
65.0%
Dec
65.4%
Claude +
G
Gemini
Conversations
AR Aging Report
Budget vs Actuals
Monthly Close
Vendor Analysis
AR Aging Report
Summarize our AR aging report
G

Gemini · Kipper

AR aging summary as of today:

Current
$320,400
30–60 days
$84,200
60+ days
$41,890
Total AR
$446,490
Gemini +

Record-level

Supported answers

Read-only

By design

12+ years

Finance integration experience

The problem

Xero has all the answers. Most of your team can't get to them.

Xero is clean, modern, and well-designed — for accountants and bookkeepers. For everyone else in the business, it's still a system they don't have access to. Sales teams message the finance team asking whether a customer has paid. Ops teams ask about supplier bills and purchase orders. All via Slack or email, all interrupting the person with the Xero login.

Kipper puts that data into the tools your team already uses — read-only, permissioned, and with a full audit trail.

How it works

A governed route from Xero to team chat.

01

Connect your Xero account

Authorize Kipper through the admin portal using your Xero credentials. Kipper uses read-only access — it cannot modify your Xero data.

02

Supported records are synced

Kipper syncs the supported Xero record layer into a secure cloud database. Exact freshness can vary depending on the connected source and sync timing.

03

Set up permission sets

Choose which supported record areas each user, team, or channel can query.

04

Connect to your team's tools

Connect to Slack, Teams, or AI tools like ChatGPT, Gemini, or Claude. Approved users can start asking supported questions.

Data available

Supported Xero records, queryable by approved users.

Kipper maps the supported Xero record layer to a permissioned query model for team questions. Bank data, reconciliation, cash-position questions, and unsupported GL reports stay outside the connector boundary.

Contacts & Customers

Customer and supplier contact records, including names, emails, account references, payment terms, and supported contact details.

Invoices & Payments

Customer invoices, payments, due dates, amounts paid, and amounts due — queryable by contact, date range, amount, or status.

Bills & Accounts Payable

Supplier bills, bill payment status, due dates, remaining amounts, and supplier lookups for approved users.

Purchase Orders

Open and historical purchase orders, suppliers, references, dates, line details, and totals where available.

Items & Inventory

Inventory and item records available through Kipper's supported Xero scope, including item names and related purchase details where available.

Credit Notes & Supplier Credits

Customer credit notes and supplier credits linked to supported records, searchable by contact, period, reference, or amount.

Interactive demo

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

Open the live Xero demo and ask anything — invoices, AR, cash, revenue — answered from sample finance data.

Xero

Interactive · sample QuickBooks data

Example questions

Xero answers, no Xero login required.

AM

"Has Thornfield Group paid their latest invoice?"

Account manager before a follow-up call

Kipper
Kipper APP

Returns the invoice amount, due date, and current payment status without logging into Xero.

BO

"What customers have invoices overdue by more than 30 days?"

Business owner reviewing collections

Kipper
Kipper APP

Returns a ranked list of contacts with overdue invoices, total outstanding amounts, and days past due.

FM

"What were our total bills paid last quarter?"

Finance manager reviewing supplier payments

Kipper
Kipper APP

Queries bill payment records for the period and returns a total with a breakdown by supplier and category.

OM

"What's the current stock level for our Starter Kit product?"

Operations manager checking before a customer order

Kipper
Kipper APP

Looks up the supported inventory or item record in Xero and returns the available item details.

Security

Your accountant will actually approve this.

The design choices that make Kipper safe to put in front of a CFO and an IT reviewer in the same room.

  • Read-only connection. Kipper connects to Xero with read-only access. It is architecturally impossible to create, edit, or delete records through Kipper.

  • Granular permission sets. Control which supported Xero records are visible to each user, team, or channel before an answer is returned.

  • Full audit trail. Every question and answer is logged in the admin portal. Full visibility for management and any compliance needs.

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

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 →

By interface

Access Xero data through any interface.

Connect Xero once. Your team accesses the data through whichever tool they already use.

FAQ

Xero + Kipper FAQ

Common questions about accessing Xero data through Kipper.

Kipper supports Xero contacts, customers, suppliers, invoices, payments, bills, bill payments, purchase orders, inventory or items, credit notes, and supplier credits. All data is read-only — Kipper cannot modify anything in your Xero account.
Kipper keeps a synced copy of supported Xero records updated through Xero change notifications and follow-up syncs. Exact freshness can vary depending on the connected source and sync timing.
No. Kipper does not read Xero bank transactions, bank balances, reconciliation status, cash position, runway, or burn. It also does not produce unsupported profit and loss statements, balance sheets, trial balances, or general-ledger reports.
Pricing is the same across every interface — see full plan details and FAQs on our pricing page.
You control permissions through data access configurations. You can grant full access to everyone, or restrict teams to specific data (e.g., only AP for finance, only AR for sales). Kipper uses read-only access and logs every query for audit compliance.
Most teams can complete the admin connection, supported-record sync, permission setup, and interface connection in one onboarding flow. Exact timing depends on the Xero organisation, selected records, and sync timing.
Kipper works with Slack and Microsoft Teams natively, and supports MCP-enabled AI clients through the Kipper MCP beta. You ask questions in the tools your team already uses.

Give your whole company access to Xero data.

Read-only. Permissioned. Logged. Built around supported Xero records.