Teams integration
Your finance data,
right inside
Teams.
Ask Kipper in any Teams channel and get answers from your finance system in seconds — without giving every employee a finance system login, an extra Microsoft license, or a finance person to ping.
What's our total AP balance this week?
Total AP this week: $142,380 across 23 bills
Did Contoso Ltd pay their last invoice?
Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.
The shift
Your finance team shouldn't be a help desk.
In most enterprises, someone in finance burns hours a day fielding the same Teams pings: "Did Contoso pay?", "What's our AP this week?", "Can you pull last quarter's credit notes?" That's expensive labor going to questions a structured query can answer in five seconds. The finance team becomes a queue.
Kipper takes the queue off finance's plate. Anyone in your tenant — sales, ops, project leads, executives — can ask in Teams and get the same answer your CFO would get, from the same source of truth.
Built for Microsoft 365
Not a chatbot you bolt on Teams — a tenant-aware app, built for Microsoft 365.
Six things Kipper gets right about working inside a Microsoft 365 environment — that most "AI for finance" tools either skip, fight, or pretend don't matter.
Lives in Microsoft 365, not next to it
Installs through your Teams App Catalog, runs on your tenant, surfaces in the Teams Admin Center next to your other approved apps. There's no separate platform for IT to govern.
Your existing Entra ID, your existing groups
Sign-in is Microsoft sign-in. Permissions can be scoped using the Entra ID groups your IT team already manages — no parallel user list to provision, sync, or de-provision.
Pinned tab + chat in the same channel
Use Kipper as a chat companion in any conversation, pin it as a tab in a team for repeat queries like AR review, or open it in personal chat. Same answers, three surfaces.
Channels, group chats, 1:1 — all of them
Works in standard channels, private channels, group chats, and direct messages. Admins choose where it's available; users get a consistent experience wherever they ask.
Logged where your IT team already looks
Every question and answer is recorded in Kipper's admin portal — exportable into the audit pipeline your security and compliance teams already run on Microsoft 365.
Tenant-admin install, central rollout
A tenant admin approves Kipper once, configures app-permission policies, and rolls it out team-by-team. No site-by-site deployment, no shadow-IT install path.
How it works
Set up in under an hour, no IT project required.
Connect your finance system
Link NetSuite, QuickBooks, or Xero in our admin portal. We cache your full dataset for fast queries.
Map permission sets to Entra groups
Decide what each Teams team or Entra ID group is allowed to ask about. Different scopes per group, same install.
Approve in the Teams App Catalog
Tenant admin grants Entra ID consent and rolls Kipper out via app-permission and app-setup policies.
Anyone asks, in plain English
Type a question in Teams. Get an answer in ~5 seconds, sourced from real finance records — not from a summary.
Real questions, real roles
The Teams messages your finance team is tired of answering.
Three roles, fifteen real questions — the kind that ping a finance analyst in Teams every single day. Plain English in, structured answer out.
Executive / VP
Pulling numbers in a meeting without opening a laptop.
- ◆
"What's our cash position this morning?"
- ◆
"Total revenue this quarter vs last quarter?"
- ◆
"How much have we spent with our top 5 vendors YTD?"
- ◆
"Open AR over 60 days?"
- ◆
"Top 10 customers by revenue this year."
FP&A / Analyst
Closing the books without writing five SQL queries.
- ◆
"Variance vs forecast for the West region this month?"
- ◆
"List all journal entries over $25K from December."
- ◆
"Total expense by GL account, last quarter."
- ◆
"Revenue by product line, MTD."
- ◆
"Bills posted but not yet approved."
Project / Cost Center Owner
Tracking project spend without bothering finance.
- ◆
"How much have we spent on Project Atlas to date?"
- ◆
"What's left in the Marketing 2024 budget?"
- ◆
"Open POs against cost center 4400."
- ◆
"Bills billed to client X this quarter."
- ◆
"Labor hours invoiced for project Y."
Plus everything else in your finance system. If it's a number a finance analyst could pull, Kipper can answer it.
Kipper
Approved · Tenant-wide
App permissions
User.Read
Sign user in
ChannelMessage.Send
Reply in approved channels
Mail.Read
Read user mail
Files.Read.All
Read files in tenant
Group.Read.All
Read all groups
Consent granted by tenant admin · Sep 12, 2024
Revoke accessKipper asks only for the Microsoft Graph scopes it needs. Everything else stays off the table.
M365 governance
Built for the controls
your IT team already runs.
Four design choices that let Kipper sit comfortably inside a Microsoft 365 tenant — under Conditional Access, Purview, and the app-governance rules you've already invested in.
-
Read-only by architecture. Kipper cannot write back to your finance system. There is no path — not for admins, not behind a flag. The only thing it does is answer questions.
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Conditional Access, respected. Authentication runs through Entra ID, so your existing Conditional Access policies apply: device compliance, MFA, location restrictions, risk-based controls — all enforced before a user can ask.
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Minimal Microsoft Graph scopes. Kipper asks for only the Graph permissions it needs to identify the user and respond in approved channels. No mailbox access, no file scanning, no group enumeration beyond what you authorize.
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Your data isn't training anyone's model. Your finance data is queried, returned, and discarded. It is never sent to model training, fine-tuning, or any third-party AI provider's training pipeline — ours or anyone else's.
What IT and security ask first
The four questions every Microsoft 365 reviewer raises.
Will it require a new tenant or app registration?
No. Kipper installs through the standard Teams App Catalog flow, with consent granted by your tenant admin in Microsoft Entra ID. There's no separate tenant, no parallel app registration to maintain — just one approved app in the catalog you already manage.
Does it work with our Conditional Access policies?
Yes. Because authentication happens through Entra ID, your existing Conditional Access policies apply automatically — MFA, compliant device, location, and risk-based controls all run before a user can ask a question. We don't bypass them, we don't ask you to whitelist around them.
What about data residency? We have EU / UK / Canada users.
Kipper's data is hosted in the US by default, with regional hosting options for enterprise customers. We're happy to walk through the data flow with your data protection team and provide DPAs and Standard Contractual Clauses where required.
Is it certified for App Source / Government Cloud?
Kipper is available through the standard Teams App Catalog. Microsoft App Source listing and Government Cloud (GCC / GCC High) availability are on our roadmap — talk to us if either is a hard requirement for your tenant.
Pricing
One plan, every feature.
Pick your finance system.
No extra Microsoft license required. No per-feature tiers, no annual lock-in. Free for 14 days, no credit card.
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 Microsoft Teams.
Pick your finance system for the dedicated integration page.
FAQ
IT, tenant admin, and Teams setup questions
Everything your Microsoft 365 admin, security reviewer, and Teams owner will want to know before they approve the install.
Bring finance into Microsoft 365 — without licensing every employee.
Works with NetSuite, QuickBooks, and Xero. Live in your tenant within an hour. Free for 14 days.