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Kipper AI
Your own AI assistant reads your books.
Finance systems
Connected read-only. Your books stay as they are.
QuickBooks Invoices, bills, payments and customers. 
Xero Invoices, bills, purchase orders and contacts. 
NetSuite Sales orders, inventory, invoices and bills. For QuickBooks, Xero and NetSuite
Ask for a dashboard of your cash, profit or who owes you. You get one built from your own books. Want it different? Just ask.
Kipper MCP Build me a cash dashboard for the last eight weeks
Cash is up $58,600 over the eight weeks, to $538,200. Two weeks dipped, and the rest more than made up for them.
Cash Dashboard Open Cash Dashboard
Last 8 weeks · Xero
Cash in the bank
$538,200
Money in
$829,300
Money out
$770,700
Cash in the bank, by week
Add who owes us, by how late they are
Added. Customers owe you $286,400, and most of it isn't due yet. Invoices more than 30 days late come to $41,800, down $10,500 on July.
| Amount | |
|---|---|
| Not yet due | $196,300 |
| 1 to 30 days late | $48,300 |
| 31 to 60 days late | $27,600 |
| Over 60 days late | $14,200 |
Show revenue and profit for the last four months
Both rose every month. August was the best month for each.
| Month | Revenue | Net profit |
|---|---|---|
| May | $384,000 | $25,800 |
| Jun | $396,000 | $34,400 |
| Jul | $413,000 | $43,100 |
| Aug | $446,000 | $45,000 |
What did we spend the most on last month?
Payroll, at $86,000. Operating costs rose 0.8% on July, while revenue rose 8%.
| Amount | |
|---|---|
| Payroll | $86,000 |
| Rent and facilities | $25,500 |
| Software and tools | $12,400 |
| Other | $9,100 |
Put the main numbers on one screen for the owner
Done. Revenue, profit and cash are all up, and late invoices are down.
| August | vs July | |
|---|---|---|
| Revenue | $446,000 | +8.0% |
| Net profit | $45,000 | +$1,900 |
| Cash in the bank | $538,200 | +$40,600 |
| Over 30 days late | $41,800 | -$10,500 |
ChatGPT can make mistakes. Check important info.
A recorded example. Open the interactive demo to ask your own questions.
Dashboard examples
Each one was built from a sample company's books by asking for it. Ask for the same on your own numbers, or describe the one you need.
Cash in the bank, week by week, with money in and money out.
Cash Flow Dashboard Open Cash Flow Dashboard
Last 8 weeks · Xero
Cash in the bank
$538,200
Money in
$829,300
Money out
$770,700
Net cash flow
+$58,600
Cash in the bank, by week
Money in and out
InOutThis month
Revenue, profit and margin by month, and where the money went.
Profit and Loss Dashboard Open Profit and Loss Dashboard
Mar to Aug · Xero
Revenue
$446,000
Gross profit
$178,000
Net profit
$45,000
Gross margin
39.9%
Revenue by month
Net profit by month
Where the money went, August
Revenue by category, August
What customers owe, how late it is, and who owes the most.
Accounts Receivable Dashboard Open Accounts Receivable Dashboard
At 31 August · Xero
Owed to you
$286,400
Over 30 days late
$41,800
Collected this month
$429,900
Not yet due
69%
Owed, by how late
Over 30 days late, by month
Owes the most
The four numbers an owner or CFO checks first, with the month's story.
CFO Dashboard Open CFO Dashboard
August · Xero
Revenue
$446,000
Net profit
$45,000
Cash in the bank
$538,200
Over 30 days late
$41,800
Cash in the bank, month end
Net profit by month
This month
Ask for the dashboard you need
Try it on a sample company's books in the interactive demo. Or book a call, and we'll build your first one with you.
How it works
Connect your accounting system once. After that, ask for a dashboard whenever you need one. Kipper pulls the latest figures from your books. Claude or ChatGPT turns them into the dashboard.
One read-only connection to QuickBooks, Xero or NetSuite. Your books stay exactly as they are.
Claude 
ChatGPT Kipper shows up as a tool inside the assistant you already use. There's no new dashboard tool to learn.
Your books · today
It pulls your bank balances, P&L and invoices for any period you name.
Claude or ChatGPT lays out the charts and numbers you asked for. Ask for a change, and it's rebuilt.
We can set it up with you
Book a free onboarding call. We'll connect your accounting system with you. Then you ask for your first dashboard.
Always current
In Claude, a published dashboard pulls fresh figures from your books each time it's opened. Open it next month, and you'll see next month's numbers.
Cash Dashboard Opened on 1 August
Cash Dashboard Just updated Opened on 1 September
The same dashboard, opened a month apart
Side by side
Dashboard software is built for this job. It's a tool you log into, where you build each dashboard from widgets. Here's how asking your assistant compares.
Dashboard software
Kipper with Claude or ChatGPT
Getting a dashboard
Dashboard software
Connect your data, then build it from widgets.
Kipper with Claude or ChatGPT
Describe it in a sentence.
Changing it
Dashboard software
Edit the widgets, filters and layout.
Kipper with Claude or ChatGPT
Say what to add or drop, and it's rebuilt.
A follow-up question
Dashboard software
Drill down as far as the dashboard allows.
Kipper with Claude or ChatGPT
Ask anything, and you get the records behind it.
Keeping it current
Dashboard software
Syncs with your books on the tool's schedule.
Kipper with Claude or ChatGPT
Ask again any time, and it's rebuilt with today's figures.
Where you see it
Dashboard software
A dashboard tool you log into.
Kipper with Claude or ChatGPT
Claude or ChatGPT, where you already work.
See it on your own numbers
Start a free trial, connect QuickBooks, Xero or NetSuite, and ask for your first dashboard.
Follow-up questions
Add a panel, change a chart, or cut it down to what you check. Here's one conversation, in order.
Add a panel for who owes us.
Added. Customers owe you $286,400, and $41,800 of it is more than 30 days late.
Make the cash chart weekly.
Rebuilt with eight weekly bars. Cash rose in 6 of the eight weeks.
Compare it with the same month last year.
Added a column. Revenue is up 14% on last August, and net profit is up 44%.
Keep just the four numbers I check every Monday.
Done. Cash, revenue, net profit and late invoices, on one screen.
Both assistants
Your team can use Claude or ChatGPT to build dashboards and ask follow-up questions. Either way, the figures come straight from your books. Click a card to see it in the demo.
Kipper MCP Build me a cash dashboard for the last eight weeks
Cash is up $58,600 over the eight weeks, to $538,200. Two weeks dipped, and the rest more than made up for them.
Cash Dashboard Open Cash Dashboard
Last 8 weeks · Xero
Cash in the bank
$538,200
Money in
$829,300
Money out
$770,700
Cash in the bank, by week
Add who owes us, by how late they are
Added. Customers owe you $286,400, and most of it isn't due yet. Invoices more than 30 days late come to $41,800, down $10,500 on July.
| Amount | |
|---|---|
| Not yet due | $196,300 |
| 1 to 30 days late | $48,300 |
| 31 to 60 days late | $27,600 |
| Over 60 days late | $14,200 |
Show revenue and profit for the last four months
Both rose every month. August was the best month for each.
| Month | Revenue | Net profit |
|---|---|---|
| May | $384,000 | $25,800 |
| Jun | $396,000 | $34,400 |
| Jul | $413,000 | $43,100 |
| Aug | $446,000 | $45,000 |
What did we spend the most on last month?
Payroll, at $86,000. Operating costs rose 0.8% on July, while revenue rose 8%.
| Amount | |
|---|---|
| Payroll | $86,000 |
| Rent and facilities | $25,500 |
| Software and tools | $12,400 |
| Other | $9,100 |
Put the main numbers on one screen for the owner
Done. Revenue, profit and cash are all up, and late invoices are down.
| August | vs July | |
|---|---|---|
| Revenue | $446,000 | +8.0% |
| Net profit | $45,000 | +$1,900 |
| Cash in the bank | $538,200 | +$40,600 |
| Over 30 days late | $41,800 | -$10,500 |
ChatGPT can make mistakes. Check important info.
Connect once, then ask from either one
Read-only access to QuickBooks, Xero or NetSuite, with the same permissions behind each.
Good to know
Ask where a figure came from, and you get the invoices or bills behind it, straight from your accounting system.
You choose what each person can see. A dashboard they open shows them only the figures their own access allows.
It returns records and reports. Creating, editing and approving stay in your accounting system, where your team already does that work.
FAQ
What people ask before they connect their books.
Connect QuickBooks, Xero or NetSuite once, read-only. Then ask Claude or ChatGPT for the dashboard you want. We'll help you set it up.
QuickBooks
Xero
NetSuite
Read-only Audit-logged 
