For QuickBooks, Xero and NetSuite
Financial KPI dashboards, built by Claude or ChatGPT
Ask for the KPIs you track, like margin, growth and days to get paid. You get a dashboard built from your own books. Want another KPI? Just ask.
Kipper MCP Build me a KPI dashboard for last month
- Asking Kipper for last month's P&L, balance sheet and invoices…
- Working out each KPI…
- Laying out the dashboard…
Revenue grew 8%, your fastest month this year, and customers paid two days sooner. Gross margin dipped, because two bills came early.
KPI Dashboard Open KPI Dashboard
August · Xero
Revenue growth
+8.0%
Gross margin
39.9%
Days to get paid
20 days
Cash in the bank
$538,200
Revenue growth, by month
Add net profit margin
- Kipper is returning the monthly P&L…
- Working out net profit as a share of revenue…
- Adding it to the dashboard…
Added. Net profit margin is 10.1%, up from 6.7% in May.
| Month | Net profit | Margin |
|---|---|---|
| May | $25,800 | 6.7% |
| Jun | $34,400 | 8.7% |
| Jul | $43,100 | 10.4% |
| Aug | $45,000 | 10.1% |
How long are customers taking to pay?
- Kipper is pulling unpaid invoices and recent payments…
- Working out the days to get paid…
- Comparing the last three months…
About 20 days, two days faster than July. Invoices more than 30 days late are down to 14.6% of what's owed.
| Month | Days | Over 30 days late |
|---|---|---|
| Jun | 22 | 19.4% |
| Jul | 22 | 18.0% |
| Aug | 20 | 14.6% |
What's our current ratio?
- Kipper is reading the balance sheet…
- Adding up current assets and current liabilities…
- Dividing one by the other…
3.1. You have $3.10 of short-term assets for every dollar of short-term bills, up from 2.9 in July.
| Amount | |
|---|---|
| Current assets | $865,600 |
| Current liabilities | $277,000 |
| Current ratio | 3.1 |
Which KPIs moved most this month?
- Kipper is returning this month and last month…
- Comparing every KPI…
- Sorting by how far each one moved…
Revenue growth moved most, up 3.7 points. Operating costs fell as a share of revenue.
| KPI | July | August |
|---|---|---|
| Revenue growth | +4.3% | +8.0% |
| Gross margin | 42.4% | 39.9% |
| Operating cost ratio | 32.0% | 29.8% |
| Over 30 days late | 18.0% | 14.6% |
ChatGPT can make mistakes. Check important info.
A recorded example. Open the interactive demo to ask your own questions.
KPI dashboard example
See a financial KPI dashboard built from real books
Eight KPIs for one month of a sample business, each against the month before. Ask for the same on your own numbers, or name the KPIs you track.
Financial KPI Dashboard Open Financial KPI Dashboard
August · Xero
Revenue growth
+8.0%
Gross margin
39.9%
Net profit margin
10.1%
Operating cost ratio
29.8%
Days to get paid
20 days
Over 30 days late
14.6%
Current ratio
3.1
Cash in the bank
$538,200
Gross and net profit margin
GrossNetDays to get paid
Revenue growth, by month
What moved
- Revenue grew 8.0%, the fastest month this year.
- Customers paid 2 days sooner than in July.
- Gross margin dipped. Two bills came early. Without them, it's 42.9%.
Ask for the KPIs you track
Try it on a sample company's books in the interactive demo. Or book a call, and we'll set up your first dashboard with you.
Financial KPIs
The financial KPIs most businesses track
Each one comes with its formula and the sample company's figure. Ask for any of them, or for one that isn't here.
Revenue growth
+8.0%+3.7 pts vs July
How fast sales are rising.
(This month − last month) ÷ last month
Gross margin
39.9%-2.5 pts vs July
How much of each sale you keep after direct costs.
(Revenue − cost of sales) ÷ revenue
Net profit margin
10.1%-0.3 pts vs July
What's left after every cost.
Net profit ÷ revenue
Operating cost ratio
29.8%-2.2 pts vs July
How much of revenue goes on running the business.
Operating costs ÷ revenue
Days to get paid
20 days-2 days vs July
How long customers take to pay you.
Owed to you ÷ revenue × days in the month
Late invoice share
14.6%-3.4 pts vs July
How much of what you're owed is over 30 days late.
Over 30 days late ÷ owed to you
Current ratio
3.1+0.2 vs July
Whether short-term assets cover short-term bills.
Current assets ÷ current liabilities
Cash in the bank
$538,200+$40,600 vs July
What you have to spend today.
Every bank balance, added up
How it works
From your books to a KPI dashboard in four steps
Connect your accounting system once. After that, ask for your KPIs whenever you need them. Kipper pulls the latest figures from your books. Claude or ChatGPT works out each KPI and lays out the dashboard.
- Read-only
1Connect your accounting system
One read-only connection to QuickBooks, Xero or NetSuite. Your books stay exactly as they are.
-
Claude 
ChatGPT 2Add Kipper to Claude or ChatGPT
Kipper shows up as a tool inside the assistant you already use. There's no new KPI tool to learn.
-
Your books · today
Revenue, last month$446,000Cost of sales$268,000Owed to you$286,4003Kipper returns your figures
It pulls your P&L, balance sheet and invoices for any period you name.
- Gross margin39.9%Revenue growth+8.0%Days to get paid20Current ratio3.14
Your assistant works out the KPIs
Claude or ChatGPT works out each KPI and lays out the dashboard. Ask for another, and it's added.
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 KPIs.
Side by side
Compared with KPI tracking software
KPI tracking software is built for this job. It's a tool you log into, with the KPIs it supports and an editor for your own. Here's how asking your assistant compares.
KPI tracking software
Kipper with Claude or ChatGPT
Choosing KPIs
KPI tracking software
Pick from the KPIs the tool supports, or build one in its editor.
Kipper with Claude or ChatGPT
Name any KPI, and it's worked out from your books.
Changing the dashboard
KPI tracking software
Edit the layout and the widgets.
Kipper with Claude or ChatGPT
Say what to add or drop, and it's rebuilt.
A follow-up question
KPI tracking software
Drill down as far as the tool allows.
Kipper with Claude or ChatGPT
Ask why a KPI moved, and you get the records behind it.
Keeping it current
KPI tracking 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
KPI tracking software
A KPI 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 the KPIs you track.
Follow-up questions
Add a KPI by asking
Add a KPI, see one over time, or ask why it moved. Here's one conversation, in order.
Add net profit margin.
Added. It's 10.1%, up from 6.7% in May.
Show days to get paid by month.
Done. It fell from 23 days in March to 20 last month.
Which KPI moved most?
Revenue growth, up 3.7 points to 8.0%. The fastest month this year.
Why did gross margin dip?
Two subcontractor bills came early. Without them, gross margin is 42.9%.
Both assistants
Use Claude or ChatGPT: Kipper works with both
Your team can use Claude or ChatGPT to track KPIs 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 KPI dashboard for last month
- Asking Kipper for last month's P&L, balance sheet and invoices…
- Working out each KPI…
- Laying out the dashboard…
Revenue grew 8%, your fastest month this year, and customers paid two days sooner. Gross margin dipped, because two bills came early.
KPI Dashboard Open KPI Dashboard
August · Xero
Revenue growth
+8.0%
Gross margin
39.9%
Days to get paid
20 days
Cash in the bank
$538,200
Revenue growth, by month
Add net profit margin
- Kipper is returning the monthly P&L…
- Working out net profit as a share of revenue…
- Adding it to the dashboard…
Added. Net profit margin is 10.1%, up from 6.7% in May.
| Month | Net profit | Margin |
|---|---|---|
| May | $25,800 | 6.7% |
| Jun | $34,400 | 8.7% |
| Jul | $43,100 | 10.4% |
| Aug | $45,000 | 10.1% |
How long are customers taking to pay?
- Kipper is pulling unpaid invoices and recent payments…
- Working out the days to get paid…
- Comparing the last three months…
About 20 days, two days faster than July. Invoices more than 30 days late are down to 14.6% of what's owed.
| Month | Days | Over 30 days late |
|---|---|---|
| Jun | 22 | 19.4% |
| Jul | 22 | 18.0% |
| Aug | 20 | 14.6% |
What's our current ratio?
- Kipper is reading the balance sheet…
- Adding up current assets and current liabilities…
- Dividing one by the other…
3.1. You have $3.10 of short-term assets for every dollar of short-term bills, up from 2.9 in July.
| Amount | |
|---|---|
| Current assets | $865,600 |
| Current liabilities | $277,000 |
| Current ratio | 3.1 |
Which KPIs moved most this month?
- Kipper is returning this month and last month…
- Comparing every KPI…
- Sorting by how far each one moved…
Revenue growth moved most, up 3.7 points. Operating costs fell as a share of revenue.
| KPI | July | August |
|---|---|---|
| Revenue growth | +4.3% | +8.0% |
| Gross margin | 42.4% | 39.9% |
| Operating cost ratio | 32.0% | 29.8% |
| Over 30 days late | 18.0% | 14.6% |
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
What to know before you connect it
Every KPI shows its working
Ask how a KPI was worked out, and you'll see the figures behind it, straight from your accounting system.
It tracks your actual results
The KPIs come from what's in your books. Budgets and targets stay in the tool where you keep them.
Kipper is read-only by architecture
It returns records and reports. Creating, editing and approving stay in your accounting system, where your team already does that work.
FAQ
KPI dashboard questions
What people ask before they connect their books.
Track your KPIs from your own books
Connect QuickBooks, Xero or NetSuite once, read-only. Then ask Claude or ChatGPT for the KPIs you track. We'll help you set it up.
QuickBooks
Xero
NetSuite
Read-only Audit-logged