NetSuite + Microsoft Teams
Ask NetSuite from a Microsoft Teams channel
The people who need a figure from NetSuite are rarely the ones licensed to open it. They can ask in the channel instead.
Kipper adds a Microsoft Teams app that reads your NetSuite account and replies in the channel. A NetSuite administrator creates an OAuth integration record and picks which subsidiaries are in scope. A Microsoft 365 administrator approves the app for your tenant. After that anyone you have set up mentions Kipper in a channel, or opens it from the Apps tray, and gets a read-only answer in the same thread, including supported financial reports and report lines: the Trial Balance, P&L, Balance Sheet and Cash Flow statement.
Do we have enough SKU-9011 to fill SO-22018?
SO-22018 needs 120 of SKU-9011
Is quote Q-4410 still pending for Vantage Orthopedics?
Q-4410 is still Pending Approval, $48,600, created Mar 2.
Microsoft Teams has no native NetSuite app, so Kipper supplies one. Mention it in a channel and it reads your NetSuite records and answers in the thread. Setup takes a NetSuite integration record and one approval from your Microsoft 365 administrator.
No NetSuite login or training for people who live in Microsoft 365
One approval from your M365 admin, not an install per person
Read-only, so nothing in the ERP can be changed from Teams
Answers respect the permission level of whoever asked
No native app exists
Everything else in this category is a workflow you design. This is an app you ask.
Search for a way to join these two and you find automation platforms: Power Automate on OAuth 1.0, Workato's Workbot, Workativ, Mazaal. They are built to move records and fire approvals, which means somebody maps the fields, settles in advance what each flow will report, and then owns it. Kipper does none of that. There is no flow, and the question is whatever somebody types that day.
Workflow automation tools
Power Automate, Workato, Workativ, Mazaal
- You map fields between the two systems
- Each use case is a flow somebody designs
- Good for: approvals, alerts, creating records
- Once built, it has to be maintained
Kipper
A Teams app you ask
- Nothing to map and no flow to design
- Someone mentions Kipper and gets a reply
- Good for: is it in stock, did it ship, was it paid
- Read-only, so there is nothing to break
What your team can ask
What a Teams channel asks NetSuite
Questions that currently get typed at a colleague who happens to have NetSuite open.
"Do we have enough SKU-9011 to fill SO-22018?"
Production planner before committing a date
"Is quote Q-4410 still pending for Vantage Orthopedics?"
Inside sales checking a deal
"Which open sales orders ship to Ohio this week?"
Distribution channel planning the week
"Has Kestrel Foods paid invoice INV-8842 yet?"
Field service dispatcher before a site visit
"What purchase orders are still open with Redwood Freight?"
Receiving lead checking a delivery
"How much have we invoiced Northgate Utilities this quarter?"
Project manager in a client channel
"Which credit memos are outstanding for Palomar Systems?"
Customer service lead on a complaint
"Quantity on hand for SKU-3120 at the Reno location?"
Planner checking a second warehouse
"Are there vendor bills from Ashfield Components awaiting payment?"
Operations checking a supplier account
See it answer a NetSuite question for real.
The public demo runs in your browser on a sample data set. No signup, and it never touches your own account.
Who it's for
Who asks from a Teams channel
Production planner
Confirm the quantity on hand covers an order before committing a build date in the plant channel.
Field service dispatcher
Check whether a customer's last invoice cleared before sending a technician out.
Inside sales
See whether a quote is still open, without leaving the deal conversation to go and find out.
Receiving lead
When a delivery lands, check which purchase orders for that vendor are still outstanding.
Project manager
Pull what has been invoiced to a client so far, in the channel where the project is being run.
Customer service lead
Answer a where-is-my-order question in the support channel rather than escalating it.
Pricing
$25 a month for each extra person who asks
NetSuite plans start at $1,000 a month with 20 active users included, then $25 for each additional active user. Billing follows the people who actually ask a question that month, so a quiet month costs less.
- 2,000 questions a month included
- Free 14-day trial with 100 questions
- No credit card required to start
- Month to month, no long-term commitment
How it works
How to connect NetSuite to Microsoft Teams
Two administrators are involved once, on opposite sides. Nobody else has to set anything up.
Create the integration record in NetSuite
Setup, Integration, Manage Integrations, New. Choose Authorization Code Grant, tick the REST Web Services scope, leave token-based authentication unticked, and set the redirect URI exactly as Kipper shows it. NetSuite displays the Client ID and Client Secret once only.
Connect and choose subsidiaries
Paste the Account ID, Client ID and Client Secret into Data Sources in Kipper and approve in NetSuite. Kipper lists your active subsidiaries and pulls nothing at all until you pick which ones are in scope. Sandbox accounts are recognised from the ID.
Get Microsoft 365 consent
Under Interfaces, add the NetSuite Teams connector. Approve it yourself if you administer the tenant, or have Kipper send the consent link to whoever does.
Ask in a channel
Once the app is in your tenant, mention Kipper in any channel or open it from the Apps tray. Replies land in the same thread. Everyone asking uses the same email address in Teams as on their Kipper profile.
We'll do the setup with you.
A 30-minute session: connect NetSuite, add Microsoft Teams, and set who can see what. Free, no commitment.
Straight answer
What Kipper will not do
Worth knowing before you book a call, so nothing here is a surprise later.
Write anything back. Kipper holds read access and nothing more.
Run a general-ledger workflow or journal-entry review.
Combine two subsidiaries into a single consolidated figure.
Calculate ratios, build budgets or run a finance workflow.
Hide a channel reply. It is computed for the asker, but the channel can read it.
Run two Teams connectors in one workspace, or span two Microsoft 365 tenants.
How Kipper handles access
Read-only. Permissioned. Logged.
- Kipper never creates, updates, or deletes NetSuite records.
- You choose what each user or team can see.
- Every question is written to an audit log.
- Pricing is the same on every interface. See plans.
Also for NetSuite
Other ways to ask NetSuite through Kipper
+ 
NetSuite + Slack
Ask NetSuite in a Slack channel without an extra NetSuite login
+ 
NetSuite + ChatGPT
Live NetSuite records in a ChatGPT thread via MCP
+ 
NetSuite + Claude
NetSuite lookups inside a Claude project
+ 
NetSuite + Google Gemini
NetSuite facts in Gemini via MCP
+ 
NetSuite + SMS
Text a question and get NetSuite numbers back on any phone
FAQ
NetSuite in Microsoft Teams
Admin consent, the app install, who can read a reply, and how current the data is.
Let a Teams channel answer its own NetSuite questions
Read-only against the subsidiaries you selected, computed for the permissions of whoever asked.
Prefer to try it yourself? Start a free trial.