ChatGPT integration
Your finance data,
inside ChatGPT.
Ask ChatGPT questions about your real finance data and get precise answers in seconds. Kipper connects your finance system to ChatGPT via MCP — no login to NetSuite, QuickBooks, or Xero required.
Which customers have overdue invoices over $10K?
Found 4 customers with overdue invoices over $10K:
Did Meridian Corp pay their last invoice?
No — Meridian Corp has 2 unpaid invoices:
The idea
ChatGPT is powerful.
Your finance data makes it useful.
ChatGPT is excellent at reasoning and analysis — but it can only work with the data it has access to. Without a connection to your finance system, it gives you generic answers and educated guesses.
Kipper bridges that gap via MCP (Model Context Protocol), giving ChatGPT direct, permissioned access to your real financial records. Ask about a specific customer's invoice, your current inventory levels, or last quarter's revenue — and get an answer sourced from actual data.
Why Kipper for ChatGPT
AI reasoning,
grounded in real data.
Kipper gives ChatGPT access to your finance data without sacrificing security, accuracy, or control.
Real Data, Not Summaries
Kipper generates SQL against your cached finance data and returns exact results. ChatGPT's intelligence combines with real records — no hallucination risk on data retrieval.
Answers in Seconds
Finance data is cached and indexed, so queries return in about five seconds — not minutes waiting on a slow finance system API or manual report.
Strictly Read-Only
It is architecturally impossible to modify your accounting data through Kipper. ChatGPT can ask questions — nothing in your finance system ever changes.
Granular Permissions
Control exactly what financial data each user can access. Your admin defines the scope — Kipper enforces it, regardless of how the question is phrased.
Full Audit Trail
Every question and answer is logged in the Kipper admin portal. Full visibility into who asked what and when — nothing happens outside your audit record.
Use the AI Tool You Already Have
If your team already uses ChatGPT, Kipper plugs into the tool they know. No new interface to learn, no additional app to install — just richer answers.
How it works
Connect once, query forever.
Connect your finance system
Link NetSuite, QuickBooks, or Xero through our secure admin portal. Kipper caches your complete financial dataset for fast, reliable queries.
Configure data permissions
Choose what financial data is accessible — full visibility, AR only, inventory only, or a custom scope. Sensitive data stays hidden from users who shouldn't see it.
Add the Kipper MCP server
Connect Kipper as an MCP server inside ChatGPT. Once connected, ChatGPT can query your finance data directly — securely and with the permissions you set.
Ask ChatGPT about your finances
Ask questions in plain English inside ChatGPT. Kipper retrieves real data from your finance system and returns a precise answer in seconds.
Interactive demo
Example questions
Ask ChatGPT what used to take a finance report.
Real questions, by the role asking them. Plain English in, answer sourced from actual data out.
"Which customers have invoices overdue by more than 60 days?"
CFO reviewing collections risk in ChatGPT
Found 8 customers with overdue invoices. Largest: Pinnacle Industries ($24,600, 73 days). Total exposure: $89,200.
"What was our total invoiced amount last quarter, broken down by class?"
CEO preparing for a board meeting
Q4 invoiced total: $2.4M. SaaS class: $1.6M (+12% QoQ), Services: $580K (-3%), Hardware: $220K (+8%).
"Does Meridian Corp have any unpaid invoices?"
Account executive before a renewal call
Yes — 2 unpaid invoices. #INV-3921 ($8,750, due Jan 15) and #INV-4102 ($3,200, due Feb 1). Total: $11,950.
"How many units of SKU-9032 do we have across all warehouses?"
Operations manager planning a large order
Total: 1,247 units. Portland: 520, Austin: 412, Charlotte: 315. Reserved: 89 units across open orders.
Show me our P&L for Q4 by subsidiary
Sorry, Financial Reports are not available to your account. You have access to: Inventory levels, Sales Orders, and Fulfillment Status.
A user without "Financial Reports" permission asks for a P&L. Kipper refuses — and logs the attempt.
Security
Your CFO 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 by design. Kipper cannot create, edit, or approve transactions. It is architecturally impossible to modify your accounting data through ChatGPT.
-
Permissioned access. Admins define exactly what financial data is accessible via the MCP connection. Users can only see what they're authorised to see — regardless of how they phrase the question.
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Full audit trail. Every question and answer is logged in the Kipper admin portal. Nothing happens outside your visibility.
Pricing
Every core feature, one plan.
Pick your finance system.
Pay only for active users, with no annual commitment. Free 14-day trial — no credit card required.
QuickBooks · Xero
$200
/ month
Includes up to 10 active users
$5 / month per additional active user
NetSuite
$1,000
/ month
Includes up to 20 active users
$25 / month per additional active user
Each plan includes 2,000 questions/month plus 50 per additional active user, pooled across your account. Overages billed at $0.05/question for QuickBooks and Xero; $0.25/question for NetSuite. Plans come with standard permission sets. If you need custom permission sets, please contact Sales . Connecting to multiple QuickBooks or Xero organizations is available at an additional cost — talk to Sales for details.
By finance system
Connect any finance system to ChatGPT.
Kipper works with NetSuite, QuickBooks, and Xero. Pick your finance system to learn more.
FAQ
ChatGPT Finance Integration FAQ
Common questions about using Kipper with ChatGPT.
AI disclaimer: Kipper runs real queries against your finance data, so the numbers come straight from your system. AI interprets your question and writes the response, so double-check anything critical against your accounting software.
Be first to query your finance data inside ChatGPT.
Works with NetSuite, QuickBooks, and Xero. Connected via MCP. Free for 14 days.