Claude integration
Your finance data,
inside Claude.
Ask Claude questions about your real finance data and get precise answers in seconds. Kipper connects your finance system to Claude via MCP — no login to NetSuite, QuickBooks, or Xero required.
Which customers show signs of churning based on payment trends?
I found 3 customers with concerning payment patterns:
What's Hartwell Group's payment history this year?
Hartwell Group — 6 invoices this year, total $380,000:
The idea
Claude reasons carefully.
Your finance data gives it the facts.
Claude is known for careful, nuanced analysis — but like any AI, it can only work with the data it has access to. Without a live connection to your finance system, it has to rely on what you paste in, which is slow, error-prone, and a data security concern.
Kipper connects Claude to your financial records via MCP, giving it direct access to real invoices, payments, inventory, and orders. Claude reasons over that data and gives you a clear answer — grounded in what's actually in your system.
Built for Claude
Careful reasoning, grounded in real data.
Kipper gives Claude access to your finance data without sacrificing security, accuracy, or control.
Real Data Behind Every Answer
Kipper generates SQL against your cached finance data and passes the results to Claude. Every answer is grounded in actual records — not approximations or trained summaries.
Fast, Every Time
Finance data is cached and indexed locally, so Kipper retrieves results in about five seconds. Claude gets real data quickly — and so do you.
Read-Only by Architecture
It is impossible to modify your accounting data through Kipper. Claude can reason over your finance data freely — nothing ever changes as a result.
Permissioned at the Source
Admins define exactly what financial data is accessible through the MCP connection. Kipper enforces those boundaries — Claude only works with what you've authorised.
Complete Audit Trail
Every question and answer is logged in the Kipper admin portal. Full visibility into who asked what and when — nothing happens in the dark.
Claude's Reasoning on Your Numbers
Claude is particularly strong at structured analysis and nuanced reasoning. Combine that with real financial records and you get a powerful finance assistant.
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
Define what financial data is accessible — full visibility, AR only, inventory only, or a custom scope. Sensitive data is excluded before Claude ever sees it.
Add the Kipper MCP server
Connect Kipper as an MCP server inside Claude. Once connected, Claude can retrieve data directly from your finance system — scoped to your permission settings.
Ask Claude about your finances
Ask a question in plain English. Claude reasons over the real data Kipper retrieves and returns a clear, precise answer — in seconds.
Interactive demo
Example questions
Ask Claude what used to take a finance analyst.
Plain English in, a reasoned answer out — grounded in your real finance data.
"Which customers have had more than one late payment in the last 90 days?"
VP of Customer Success looking for early warning signals
3 customers: Hartwell Group (2 late payments, avg delay 18 days), Sterling Analytics (2 late payments, avg delay 11 days), Oakridge Supply (3 late payments, avg delay 25 days).
"What's the total value of invoices under our 'Healthcare' class this year?"
Sales director preparing a vertical-specific deck
Healthcare class: $1.2M across 84 invoices. Top: Hartwell Group ($380K), Oakridge Supply ($290K). Avg deal: $14,300.
"Did we receive any payments over $100K last month?"
Controller doing a month-end review
Yes — 3 payments. Sterling Analytics: $142,000 (Feb 8). Hartwell Group: $118,500 (Feb 14). Oakridge Supply: $106,200 (Feb 22).
"What are our top 10 items by invoiced amount in the last 90 days?"
Product team reviewing what's actually selling
Top 3: Enterprise Suite ($284K, 47 units), Widget Pro ($196K, 312 units), API Access ($168K, 89 licenses). Full list returned.
Show me our P&L for Q4 by subsidiary
I can't return Financial Reports — your permissions don't include them. You have access to: Inventory levels, Sales Orders, and Fulfillment Status.
A user without "Financial Reports" permission asks for a P&L. Kipper scopes it out before Claude ever sees it — and logs the attempt.
Read-only & private
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.
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Read-only by design. Kipper cannot create, edit, or approve transactions. It is architecturally impossible to modify your accounting data through Claude.
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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 Claude.
Kipper works with NetSuite, QuickBooks, and Xero. Pick your finance system to learn more.
FAQ
Claude Finance Integration FAQ
Common questions about using Kipper with Claude.
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.
Query your finance data inside Claude.
Works with NetSuite, QuickBooks, and Xero. Live in under an hour. Free for 14 days.