Make your Xero data accessible to everyone.

Kipper connects Xero to Slack and Teams so any employee can ask financial questions and get real answers — without a Xero login or finance training.

Try our interactive demo
Kipper
💬
📋
🔔
📁
⚙️
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
💬
📞
📅
📁
⚙️

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 +

~5 sec

Response time

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. Managers want to know cash position. Ops teams ask about supplier bills. 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

Connected and running in under an hour.

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

Your data is cached

Kipper replicates your full Xero dataset into a secure cloud database. Initial sync typically takes around 10 minutes.

03

Set up permission sets

Choose what financial data is visible — full access, or just the areas that matter. One configuration, done in minutes.

04

Connect to your team's tools

Connect to Slack, Teams, or AI tools like ChatGPT, Gemini, or Claude. Start asking questions immediately.

Data available

Your full Xero dataset, queryable in seconds.

Kipper caches your complete Xero data and maps it to a unified schema optimized for fast querying. Everything your accountant works with becomes available to your whole team — within the permissions you set.

Contacts & Customers

Full contact records including customer and supplier details, outstanding balances, payment terms, and transaction history.

Invoices & Payments

Every invoice, payment, and outstanding balance — queryable by contact, date, amount, or status. Includes partial payments and overpayments.

Bills & Accounts Payable

Supplier bills, payment status, and accounts payable aging — visible to finance and ops without a Xero login.

Items & Inventory

Your tracked and untracked inventory items including pricing, stock on hand, and sales history per item.

Bank Transactions

Reconciled and unreconciled bank transactions across all connected accounts — queryable by amount, date, or description.

Credit Notes & Refunds

Credit notes and refunds linked to original invoices — searchable by contact, period, 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 — in seconds, 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 cash outflows

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 tracked inventory item in Xero and returns current quantity on hand instantly.

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 exactly what financial data is visible. Keep sensitive records — payroll, P&L, owner drawings — out of reach of the wrong people.

  • 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.

QuickBooksXero

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.

You can access your full Xero dataset including contacts, customers, invoices, payments, bills, accounts payable, inventory items, bank transactions, and credit notes. All data is read-only — Kipper cannot modify anything in your Xero account.
Kipper uses Xero webhooks to keep your data fresh. When you create an invoice, record a payment, or update a bill in Xero, Kipper receives that update automatically within seconds.
Yes. Kipper fully supports multi-currency Xero accounts. You can query invoices, payments, and balances in any currency your Xero account uses, and the system returns amounts in the original currency.
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.
Setup typically takes under an hour. You authorize Kipper through the admin portal (5 minutes), your data syncs from Xero (usually 10 minutes), you set up permission sets (5 minutes), and then connect to Slack, Teams, or AI tools (5 minutes).
Kipper works with Slack and Microsoft Teams natively, and is coming to ChatGPT, Google Gemini, and Claude through Model Context Protocol (MCP). You ask questions in the tools your team already uses.

Give your whole company access to Xero data.

Read-only. Permissioned. Logged. Set up in under an hour.