MCP live demo

The same answer, in whichever assistant you already have open.

Kipper connects to Claude, ChatGPT and Gemini as an MCP server. Ask a question about your finance system and it comes back in the thread — read-only, permissioned, and logged.

Book a demo

Read-only. It never changes your books.

QuickBooks

Ask QuickBooks questions in Claude, ChatGPT or Gemini.

Cash flow, P&L, balance sheet and trial balance, plus invoices, bills, payments and bank balances.

How the QuickBooks connector works

Kipper MCP

Show me the cash flow statement for last month

Kipper is opening your QuickBooks books…
Finding last month's date range…
Pulling every transaction that moved cash…
Sorting them into operating, investing and financing…
Adding up each section…
Laying out the statement…

Here is the cash flow statement for last month, from QuickBooks.

Cash flow statement · last month · QuickBooks
	Last month
Operating activities	$1,575.15
Investing activities	-$13,495.00
Financing activities	$10,662.50
Net change in cash	-$1,257.35

Which customers are more than 30 days overdue?

Handing this to Kipper…
Gathering every open invoice…
Netting off the payments already received…
Working out how old each balance is…
Keeping the ones past 30 days…
Sorting them oldest first…

Four customers are past 30 days, $57,600 in total.

Customer	Overdue	Days
Pinnacle Industries	$24,600	73
Meridian Corp	$18,200	52
Crestview Partners	$9,800	41
Acme Corp	$5,000	33

What do we still owe Northwind Traders?

Kipper is reading your QuickBooks data…
Finding Northwind Traders on your vendor list…
Pulling the bills raised against them…
Taking off what has already been paid…
Adding up the balance still open…
Checking the due dates…

Northwind Traders has 3 unpaid bills totalling $18,420.

Bill	Amount	Due
BILL-2041	$9,120	Sep 30
BILL-2077	$6,300	Oct 14
BILL-2090	$3,000	Oct 28

How much did we collect this month versus last month?

Passing the question to Kipper…
Marking out this month and last…
Pulling the payments recorded in each…
Adding up the two periods…
Comparing one against the other…
Writing up the difference…

Collections are up $12,180 on last month.

Period	Payments received
This month	$84,310
Last month	$72,130
Change	+$12,180

Who are our biggest outstanding balances right now?

Kipper is picking this up…
Collecting open invoices customer by customer…
Taking off payments and credit memos…
Rolling each customer up to one balance…
Ranking them largest first…
Taking the top of the list…

Top three open balances, $96,300 between them.

Customer	Open balance
Northwind Traders	$42,800
Atlas Manufacturing	$31,400
Beacon Digital	$22,100

How many of SKU-9032 do we have on hand?

Kipper is going into QuickBooks…
Finding SKU-9032 in your item list…
Reading the stock held against it…
Counting it up by location…
Adding the locations together…
Double-checking the count…

488 units of SKU-9032 are on hand, across two locations.

Did Acme Corp pay invoice INV-2214?

Asking Kipper…
Pulling up invoice INV-2214…
Reading what it was issued for…
Looking for payments applied to it…
Checking the dates it was due…
Settling the answer…

Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.

What's on purchase order PO-1184?

Kipper is opening your QuickBooks books…
Pulling up purchase order PO-1184…
Reading down its line items…
Checking who it was raised with…
Adding up the order…
Checking whether it is still open…

PO-1184 is open with Northwind Traders, $14,250 across three lines.

Line	Qty	Amount
SKU-9032 Bracket	300	$7,500
SKU-4417 Housing	150	$4,875
SKU-2208 Fastener	500	$1,875

What did we spend by class last quarter?

Routing this through Kipper…
Marking out last quarter…
Pulling the expenses booked in it…
Reading the class on each one…
Grouping them class by class…
Totalling each group…

Spend by class for last quarter, $128,400 in total.

Spend by class · last quarter · QuickBooks
Class	Spend
Operations	$61,200
Sales	$34,700
Warehouse	$21,300
Admin	$11,200

What's the balance in our bank accounts?

Kipper is reading your QuickBooks data…
Pulling today's balance sheet…
Reading down the account lines…
Keeping just the bank accounts…
Adding the balances together…
Checking it against the statement date…

Three accounts, $214,905 in total as of today.

Bank balances · QuickBooks
Account	Balance
Operating · 4471	$162,340
Payroll · 8802	$38,115
Reserve · 1190	$14,450

Reply to Claude…

Open the live demo

A replay of real Kipper answers. Click it to open the live demo and ask it yourself — it runs against a sample company, never your own data.

Xero

Ask Xero questions in Claude, ChatGPT or Gemini.

P&L, balance sheet and trial balance, tracking categories, and the unapplied balance on a prepayment or overpayment.

How the Xero connector works

Kipper MCP

Show me the profit and loss for last month

Kipper is opening your Xero books…
Marking out last month…
Pulling the revenue and expenses booked in it…
Rolling them up by account…
Working out the margin…
Laying out the statement…

Here is the profit and loss for last month, from Xero.

Profit and loss · last month · Xero
	Last month
Revenue	$162,400
Cost of sales	-$71,850
Gross profit	$90,550
Operating expenses	-$58,300
Net profit	$32,250

How much of Harbourline's prepayment is still unused?

Handing this to Kipper…
Finding Harbourline in your contacts…
Pulling the prepayments on their account…
Separating what has been applied from what has not…
Taking off anything refunded…
Working out what is still sitting there…

Harbourline has $14,000 on account, $8,750 of it still unapplied.

	Amount
Received on account	$14,000
Applied to invoices	$5,250
Still unapplied	$8,750

Which customers are more than 30 days overdue?

Kipper is reading your Xero data…
Gathering the invoices still open…
Taking off the payments already in…
Ageing what is left…
Keeping anything past 30 days…
Listing them oldest first…

Four customers are past 30 days, $57,600 in total.

Customer	Overdue	Days
Pinnacle Industries	$24,600	73
Meridian Corp	$18,200	52
Crestview Partners	$9,800	41
Acme Corp	$5,000	33

What's our revenue by tracking category this quarter?

Passing the question to Kipper…
Marking out this quarter…
Pulling the revenue booked in it…
Reading the tracking category on each line…
Grouping them category by category…
Totalling each group…

$486,200 of revenue this quarter, across three categories.

Tracking category	Revenue
Wholesale	$228,900
Retail	$164,100
Online	$93,200

What do we still owe Northwind Traders?

Kipper is picking this up…
Finding Northwind Traders in your contacts…
Pulling the bills raised against them…
Deducting what has already gone out…
Adding up what is still open…
Checking when each falls due…

Northwind Traders has 3 unpaid bills totalling $18,420.

Bill	Amount	Due
BILL-2041	$9,120	Sep 30
BILL-2077	$6,300	Oct 14
BILL-2090	$3,000	Oct 28

What's on the balance sheet as of today?

Kipper is going into Xero…
Taking today as the reporting date…
Pulling the asset, liability and equity balances…
Rolling them up by account type…
Subtotalling each section…
Laying out the statement…

Here is the balance sheet as of today, from Xero.

Balance sheet · today · Xero
	Amount
Total assets	$734,900
Total liabilities	-$281,450
Net assets	$453,450
Total equity	$453,450

Does Meridian Corp have an overpayment on account?

Asking Kipper…
Finding Meridian Corp in your contacts…
Pulling the overpayments on their account…
Separating applied from unapplied…
Taking off anything refunded…
Working out what is left on account…

Yes — Meridian Corp overpaid by $3,400 in August. $1,200 has been applied since, leaving $2,200 on account.

Did Acme Corp pay invoice INV-2214?

Kipper is reading your Xero data…
Pulling up invoice INV-2214…
Reading what it was raised for…
Looking for payments applied against it…
Checking the date it fell due…
Settling the answer…

Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.

How much did we collect this month versus last month?

Routing this through Kipper…
Marking out this month and last…
Pulling the payments recorded in each…
Totalling the two periods…
Setting one against the other…
Writing up the movement…

Collections are up $12,180 on last month.

Period	Payments received
This month	$84,310
Last month	$72,130
Change	+$12,180

Which credit notes are still unapplied?

Kipper is opening your Xero books…
Gathering the credit notes on file…
Reading how much of each has been used…
Keeping the ones with a balance left…
Adding up what is still outstanding…
Checking who each belongs to…

Two credit notes are outstanding, $4,310 between them.

Credit note	Customer	Unapplied
CN-0184	Crestview Partners	$2,860
CN-0191	Beacon Digital	$1,450

Reply to Claude…

Open the live demo

A replay of real Kipper answers. Click it to open the live demo and ask it yourself — it runs against a sample company, never your own data.

NetSuite

Ask NetSuite questions in Claude, ChatGPT or Gemini.

The wider object list: quantity on hand, bills of materials, sales orders and quotes alongside the financial statements.

How the NetSuite connector works

Kipper MCP

Show me the cash flow statement for last month

Kipper is going into NetSuite…
Working out where last month starts and ends…
Pulling the transactions that moved cash…
Splitting them into operating, investing and financing…
Subtotalling each section…
Putting the statement together…

Here is the cash flow statement for last month, from NetSuite.

Cash flow statement · last month · NetSuite
	Last month
Operating activities	$214,380
Investing activities	-$46,200
Financing activities	-$31,500
Net change in cash	$136,680

What's the quantity on hand for SKU-9032?

Handing this to Kipper…
Finding SKU-9032 in your item records…
Reading the stock held against it…
Breaking it out by location…
Adding the locations together…
Confirming the count…

SKU-9032 has 412 units on hand across three locations.

Location	On hand
Main Warehouse	268
East Coast DC	104
Returns	40

Which customers are more than 30 days overdue?

Kipper is reading your NetSuite data…
Gathering the invoices still open…
Taking off the payments already in…
Ageing what is left…
Keeping anything past 30 days…
Listing them oldest first…

Four customers are past 30 days, $57,600 in total.

Customer	Overdue	Days
Pinnacle Industries	$24,600	73
Meridian Corp	$18,200	52
Crestview Partners	$9,800	41
Acme Corp	$5,000	33

What are our open sales orders by department?

Passing the question to Kipper…
Collecting the sales orders still open…
Reading the department on each…
Grouping them department by department…
Totalling each group…
Ordering them by value…

$214,900 of sales orders are still open.

Department	Open orders
Industrial	$96,400
Retail	$74,300
Service	$44,200

What do we still owe Northwind Traders?

Kipper is picking this up…
Finding Northwind Traders in your vendor records…
Pulling the bills raised against them…
Deducting what has already gone out…
Adding up what is still open…
Checking when each falls due…

Northwind Traders has 3 unpaid bills totalling $18,420.

Bill	Amount	Due
BILL-2041	$9,120	Sep 30
BILL-2077	$6,300	Oct 14
BILL-2090	$3,000	Oct 28

What's the profit and loss for last quarter?

Asking Kipper…
Marking out last quarter…
Pulling the revenue and expenses booked in it…
Rolling them up by account…
Working out the margin…
Laying out the statement…

Here is the profit and loss for last quarter, from NetSuite.

Profit and loss · last quarter · NetSuite
	Last quarter
Revenue	$1,284,600
Cost of sales	-$612,400
Gross profit	$672,200
Operating expenses	-$438,900
Net profit	$233,300

What's on the bill of materials for SKU-9032?

Kipper is going into NetSuite…
Pulling up the assembly for SKU-9032…
Reading down its component lines…
Checking the quantity each line calls for…
Putting the list in order…
Checking nothing is missing…

SKU-9032 is built from four components.

Component	Qty
SKU-4417 Housing	1
SKU-2208 Fastener	6
SKU-5561 Gasket	2
SKU-7702 Label	1

Which quotes are still open over $25,000?

Routing this through Kipper…
Collecting the quotes still open…
Reading the value on each…
Keeping the ones over $25,000…
Adding up what is in play…
Ranking them largest first…

Three quotes are open above $25,000, $119,400 in total.

Quote	Customer	Amount
QT-4402	Pinnacle Industries	$52,800
QT-4418	Atlas Manufacturing	$38,900
QT-4425	Beacon Digital	$27,700

Did Acme Corp pay invoice INV-2214?

Kipper is reading your NetSuite data…
Pulling up invoice INV-2214…
Reading what it was raised for…
Looking for payments applied against it…
Checking the date it fell due…
Settling the answer…

Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.

How much did we collect this month versus last month?

Kipper is opening your NetSuite books…
Marking out this month and last…
Pulling the payments recorded in each…
Totalling the two periods…
Setting one against the other…
Writing up the movement…

Collections are up $12,180 on last month.

Period	Payments received
This month	$84,310
Last month	$72,130
Change	+$12,180

Reply to Claude…

Open the live demo

A replay of real Kipper answers. Click it to open the live demo and ask it yourself — it runs against a sample company, never your own data.

What the replay is not showing you

It does not forecast. Kipper returns what your finance system already holds — never runway, burn rate or next month's cash.
Cash flow statements and bank balances come from QuickBooks. Xero returns the Trial Balance, P&L and Balance Sheet instead.
It does not reconcile, close the books or build budgets. Those happen in the finance system, with your finance team.
It never writes. There is no path by which asking a question changes a record.

Give your whole company an answer, not a login.

Read-only. Permissioned. Logged. Connected in under an hour.

Book a demo