For QuickBooks, Xero and NetSuite

Management reporting, done by Claude or ChatGPT

Ask for last month's management report, built from your own books. You'll see how revenue, profit and cash moved, and why. Need another section? Just ask.

Schedule a demo
Read-only by architecture
Kipper
Question:

Write last month's management report

Answer:
  • Asking Kipper for last month's P&L and balance sheet…
  • Lining it up against the month before…
  • Picking out what changed…
  • Writing it up…

August was your best month this year. Revenue grew 8% to $446,000, and net profit rose to $45,000. Margin dipped a little, and the report says why.

Management report · August · headline figures
Augustvs July
Revenue$446,000+8.0%
Net profit$45,000+$1,900
Cash in the bank$538,200+$40,600
Gross margin39.9%-2.5 pts
Question:

Add revenue by tracking category

Answer:
  • Kipper is reading revenue under each tracking category…
  • Working out each share…
  • Adding it to the report as a new section…

Added. Projects brought in 62% of revenue, Retainer 27% and Support 11%.

Revenue by tracking category · August
CategoryRevenueShare
Projects$276,50062%
Retainer$120,40027%
Support$49,10011%
Question:

Who owes us the most?

Answer:
  • Kipper is pulling every unpaid invoice…
  • Grouping them by customer…
  • Sorting by amount owed…

Bluepeak Homes owes the most, $48,200. Overdue invoices fell to $41,800, down $10,500 on the month before.

Owed to you · top three of $286,400
CustomerOwedOverdue
Bluepeak Homes$48,200$12,400
Halden Interiors$36,900$0
Ridgeway Dental$29,700$9,800
Question:

Why did gross margin dip?

Answer:
  • Asking Kipper for the bills behind cost of sales…
  • Comparing them with the month before…
  • Working out the margin without them…

Two Meridian subcontractor bills, $13,380 together, landed on 28 August. They usually come in September. Without them, margin is 42.9%, your best month of the six.

Gross margin · last two months
Margin
July42.4%
August39.9%
August without the two bills42.9%
Question:

How does that compare with the same month last year?

Answer:
  • Kipper is returning the same month last year…
  • Lining the two months up…
  • Working out the change…

Revenue is up 14% on last August, and net profit is up 44%. Margin is 1.5 points higher.

August vs August last year
Last yearThis year
Revenue$391,000$446,000
Gross margin38.4%39.9%
Net profit$31,200$45,000
Reply to Claude…
Open the live demo

A recorded example. Open the interactive demo to ask your own questions.

How it works

From your books to a management report in four steps

Connect your accounting system once. After that, ask for a report whenever you need one. Kipper pulls the latest figures from your books. Claude or ChatGPT writes them up as your report.

  1. Read-only
    1

    Connect your accounting system

    One read-only connection to QuickBooks, Xero or NetSuite. Your books stay exactly as they are.

  2. Claude ChatGPT
    2

    Add Kipper to Claude or ChatGPT

    Kipper shows up as a tool inside the assistant you already use. There's no new dashboard to learn.

  3. Your books · Aug

    Revenue$446,000
    Net profit$45,000
    Cash in the bank$538,200
    3

    Kipper returns your figures

    It pulls your P&L, balance sheet and invoices for any month you name.

  4. Aug report Written by Claude

    • Revenue up 8.0%
    • Cash up $40,600
    • Margin down 2.5 pts, and why
    4

    Your assistant writes the report

    Claude or ChatGPT picks out what changed and writes it up in plain English, next to the numbers.

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 report.

Schedule free onboarding

What you get back

Get the report as a dashboard or a document

Claude builds it as an Artifact. ChatGPT opens it in Canvas. Either way, it lands in the tool you already use, ready to share.

Claude · Artifact

The headline figures and six months of trend, in one view. Ask for a different chart, and it's redrawn.

Management Report · August Open
Revenue
$446,000
+8.0%
Net profit
$45,000
+$1,900
Cash in the bank
$538,200
+$40,600
Gross margin
39.9%
-2.5 pts

ChatGPT · Canvas

The same month as a written report. Edit a line, add your own notes, then share it.

ChatGPT Canvas
August management report

August management report

Monthly report · Xero · prepared by ChatGPT

August was the best month this year. Revenue grew 8.0% to $446,000, and net profit rose to $45,000.

Gross margin dipped to 39.9%, because two subcontractor bills came early. Without them it's 42.9%. Cash rose $40,600, and overdue invoices fell to $41,800.

Revenue $446,000
Net profit $45,000
Cash in the bank $538,200
Gross margin 39.9%

Edited in Canvas · exportable

The full report

See a complete management report

Here's one month for a sample business. It starts with what changed. Then it gives you the profit and loss, revenue by category, and cash.

Claude Kipper MCP

Management report · Xero

August

What changed

  • Revenue grew 8.0% to $446,000, the best month this year.
  • Net profit rose to $45,000. Cash rose $40,600 to $538,200.
  • Gross margin dipped to 39.9%. Two subcontractor bills came early. Without them, it's 42.9%.

Profit and loss

August vs July vs last year
Revenue $446,000 +8.0% +14.1%
Cost of sales $268,000 +12.7% +11.2%
Gross profit $178,000 +1.7% +18.6%
Gross margin 39.9% -2.5 pts +1.5 pts
Operating costs $133,000 +0.8% +11.9%
Net profit $45,000 +4.4% +44.2%

Revenue by category

Projects $276,500 · 62%
Retainer $120,400 · 27%
Support $49,100 · 11%

Cash and money owed

Cash in the bank

+$40,600 vs July

$538,200

Owed to you

Unpaid invoices

$286,400

More than 30 days overdue

-$10,500 vs July

$41,800

Ask to add, drop or change any section

Every month

Get the same report every month

Save this prompt and ask it at the start of each month. You'll get the same sections in the same order, with that month's figures.

  • The sections stay the same, so it's easy to compare one month with the next.
  • The figures are always up to date, straight from your books.
  • Want a section changed? Edit the prompt once, and every report after it changes too.
The prompt

Write last month's management report from our books. Use the same sections every time: what changed, profit and loss against the month before and the same month last year, revenue by category, cash in the bank, and who owes us money.

Side by side

Compared with management reporting software

Management reporting software is built for this job. It's a tool you log into, with templates designed in advance. Here's how asking your assistant compares.

Getting a report

Management reporting software

Pick a template, then set up its pages and charts.

Kipper with Claude or ChatGPT

Ask for it in a sentence.

Changing what's in it

Management reporting software

Edit the layout in the report editor.

Kipper with Claude or ChatGPT

Say what to add or drop, and it's rewritten.

A follow-up question

Management reporting software

Build another report, or export to a spreadsheet.

Kipper with Claude or ChatGPT

Ask it, and you get the answer with the records behind it.

Every month

Management reporting software

Schedule the report to go out on a set day.

Kipper with Claude or ChatGPT

Ask the same question. The figures are always current.

Where you read it

Management reporting software

A dashboard or a PDF from the tool.

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 last month's report.

Ask your own books See pricing

Follow-up questions

Change the report by asking

Most reports lead to a question. Here's one conversation, in the order it happened.

Why did gross margin dip?

Two Meridian bills, $13,380 together, landed on 28 August instead of September. Without them, margin is 42.9%.

Split revenue by category.

Done. Projects 62%, Retainer 27% and Support 11%. I've added it to the report as a new section.

Who owes us the most?

Bluepeak Homes, $48,200, with $12,400 of it overdue. Overdue invoices fell to $41,800 overall.

Make it a one-page summary for the owner.

Here's one page: three headline numbers, what changed, and one thing to watch. The figures are the same as the full report.

Both assistants

Use Claude or ChatGPT: Kipper works with both

Your team can use Claude or ChatGPT to get reports and ask follow-up questions. Either way, the figures come straight from your books. Click a card to see it in the demo.

Kipper
Question:

Write last month's management report

Answer:
  • Asking Kipper for last month's P&L and balance sheet…
  • Lining it up against the month before…
  • Picking out what changed…
  • Writing it up…

August was your best month this year. Revenue grew 8% to $446,000, and net profit rose to $45,000. Margin dipped a little, and the report says why.

Management report · August · headline figures
Augustvs July
Revenue$446,000+8.0%
Net profit$45,000+$1,900
Cash in the bank$538,200+$40,600
Gross margin39.9%-2.5 pts
Question:

Add revenue by tracking category

Answer:
  • Kipper is reading revenue under each tracking category…
  • Working out each share…
  • Adding it to the report as a new section…

Added. Projects brought in 62% of revenue, Retainer 27% and Support 11%.

Revenue by tracking category · August
CategoryRevenueShare
Projects$276,50062%
Retainer$120,40027%
Support$49,10011%
Question:

Who owes us the most?

Answer:
  • Kipper is pulling every unpaid invoice…
  • Grouping them by customer…
  • Sorting by amount owed…

Bluepeak Homes owes the most, $48,200. Overdue invoices fell to $41,800, down $10,500 on the month before.

Owed to you · top three of $286,400
CustomerOwedOverdue
Bluepeak Homes$48,200$12,400
Halden Interiors$36,900$0
Ridgeway Dental$29,700$9,800
Question:

Why did gross margin dip?

Answer:
  • Asking Kipper for the bills behind cost of sales…
  • Comparing them with the month before…
  • Working out the margin without them…

Two Meridian subcontractor bills, $13,380 together, landed on 28 August. They usually come in September. Without them, margin is 42.9%, your best month of the six.

Gross margin · last two months
Margin
July42.4%
August39.9%
August without the two bills42.9%
Question:

How does that compare with the same month last year?

Answer:
  • Kipper is returning the same month last year…
  • Lining the two months up…
  • Working out the change…

Revenue is up 14% on last August, and net profit is up 44%. Margin is 1.5 points higher.

August vs August last year
Last yearThis year
Revenue$391,000$446,000
Gross margin38.4%39.9%
Net profit$31,200$45,000
Reply to Claude…
Open the live demo

Connect once, then ask from either one

Read-only access to QuickBooks, Xero or NetSuite, with the same permissions behind each.

Schedule a demo

Good to know

What to know before you connect it

Every figure traces back to your books

Ask where any number came from, and you'll see the invoices or bills behind it. It all comes straight from your accounting system.

It reports on your actual results

The report covers what's in your books: revenue, costs, cash and who owes you. 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

Management reporting questions

What people ask before they connect their books.

It's a regular summary of how the business is doing, written for the people who run it. A management report usually covers profit, cash and what changed since last month. It's for decisions, not for tax or statutory filing.
Most cover the profit and loss against last month and last year, cash in the bank, who owes you money, and a short note on what changed. Ask for all of it in one question, and you'll get it in one report.
Financial reporting follows set rules and goes to people outside the business, like tax authorities and lenders. Management reporting is for your own team. It can take any shape that helps you run the business.
Yes, once it can see your real numbers. On its own, an assistant will make figures up. Connected to Kipper, it reads your P&L, balance sheet and invoices from QuickBooks, Xero or NetSuite. Then it writes the report.
It does the same job, by a different route. Management reporting software is a tool you log into, with templates designed in advance. Here, the assistant you already use writes the report, and you change it by asking.
Monthly is the most common, once the month's books are done. Some owners also want a weekly look at cash. Ask whenever you need it, and the figures are current.
Yes. Save the prompt from this page and ask it each month. You'll get the same sections in the same order, with that month's figures.
QuickBooks, Xero and NetSuite. The P&L, balance sheet, invoices and bank balances come from all three. QuickBooks and NetSuite also produce a formal cash flow statement. Xero doesn't, so on Xero the cash section uses your bank balances.
Yes. Ask for gross margin, net profit margin or any other KPI, and it's worked out from your real figures. Both figures are shown, so you can check the math. For why a number moved, see financial analysis with Claude or ChatGPT.
Whoever you choose. Access is scoped per person, so someone can see revenue and costs while the customer ledger stays with finance. They ask from Claude or ChatGPT, a tool they already know.
You need a plan that lets you connect external tools through Model Context Protocol. That's where Kipper appears. Check your assistant's current plan details, since both vendors change what's included from time to time.
Kipper is read-only by architecture, not by a setting someone could switch off. It returns records and reports. Creating, editing and approving stay in your accounting system. Queries are logged, so you can see who asked what, and when.
The same whichever assistant you ask from. See the pricing page.

Get your next report from your own books

Connect QuickBooks, Xero or NetSuite once, read-only. Then ask Claude or ChatGPT for last month's report. We'll help you set it up.

Ask your own books Schedule a demo
QuickBooks Xero NetSuite Read-only Audit-logged