NetSuite + Microsoft Teams

Query NetSuite from Microsoft Teams — No Login Needed

Your team can ask about NetSuite data right inside Microsoft Teams. Instant answers, zero training required.

NetSuite powers your enterprise operations, but access is expensive and most of your team doesn't need a full login. Kipper brings order, inventory, and vendor bill data directly into Teams, where cross-functional teams already collaborate. Ask about sales orders, purchase orders, and invoices in channels — instantly, without a NetSuite seat, with full permission controls.

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T Finance Ops
Kipper
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AP
Amy P. 11:20 AM

What's our total AP balance this week?

Kipper
Kipper APP 11:20 AM

Total AP this week: $142,380 across 23 bills

Northwind Traders $48,200 Dec 15
Alpine Supply Co $31,750 Dec 18
Contoso Ltd $22,400 Dec 20
+ 20 more · Due this week $142,380
MK
Mark K. 11:22 AM

Did Contoso Ltd pay their last invoice?

Kipper
Kipper APP 11:22 AM

Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.

Amount
$18,750.00
Status
✓ Paid
Due date
Dec 5, 2024
Source
NetSuite

Ask questions in plain English — get answers in ~5 seconds

Strictly read-only — impossible to modify your accounting data

Granular permissions control what users can see

Every conversation logged for full audit trail

What your team can ask

Real questions, answered in seconds.

Plain-English questions, answered from your NetSuite data — right inside Microsoft Teams.

"What's the status of sales order SO-29401?"

Operations manager tracking fulfillment

"Has this customer paid their last invoice?"

Customer success manager before a renewal call

"Which vendors have open purchase orders over $50k?"

Warehouse lead reviewing incoming shipments

Who it's for

Who uses NetSuite + Microsoft Teams?

Sales Rep

Check a customer's order status or open invoices mid-call, without leaving Teams.

Customer Success Manager

Check a customer's order history and payment status in Teams before an account review.

Warehouse / Operations

Check purchase order status and vendor commitments in Teams, without direct NetSuite access.

Customer Support

Confirm a shipment or invoice status for a customer mid-ticket, without escalating to someone with NetSuite access.

Field Rep

Check inventory availability or a customer's account status from Teams, right from the field.

How it works

Live in minutes.

01

Connect NetSuite

Link your NetSuite account through our secure admin portal. Read-only access — we never modify your data.

02

Data is cached

Your full NetSuite dataset is replicated into a secure cloud database for fast, reliable queries.

03

Set permissions

Choose what financial data is visible — full access, or just the areas that matter.

04

Connect Microsoft Teams

Connect Microsoft Teams to your NetSuite data. Your team starts asking questions immediately.

Finance system

More about NetSuite + Kipper

See all interfaces, data types, and example questions.

Interface

More about Microsoft Teams + Kipper

See all finance systems available through Microsoft Teams.

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FAQ

NetSuite + Microsoft Teams FAQ

Common questions about using NetSuite with Microsoft Teams through Kipper.

Kipper caches your NetSuite data in a secure cloud database and keeps it updated via near-real-time sync (approximately every 5 minutes). When you ask a question in Microsoft Teams, Kipper translates it into a SQL query, runs it against your cached data, and returns the answer — typically in under 5 seconds. This is as a Microsoft Teams app that responds in chats and channels.
No. Kipper is strictly read-only. It can never create, update, or delete any records in your NetSuite account. All access is one-way: data flows from NetSuite to Kipper for querying, but nothing can ever flow back.
You can ask about customers, invoices, payments, vendors, bills, bill payments, purchase orders, inventory (including quantity on hand and bill of materials), sales orders, quotes, credit memos, and vendor credits — the day-to-day records NetSuite tracks. Kipper doesn't produce consolidated P&L, intercompany eliminations, or other GL-level financial reports; it answers direct questions against your real NetSuite records.
Yes. All data is encrypted at rest and in transit. Access is controlled through granular permission sets — you decide exactly what financial data each user or team can see. Every query is logged for a complete audit trail. Kipper never shares your data with third parties.
Pricing is the same across every interface — see full plan details and FAQs on our pricing page.
You need NetSuite admin credentials for the initial connection so Kipper can access your data. After setup, your team members don't need NetSuite licenses or logins — they simply ask questions in Teams and get answers.
Kipper keeps your data fresh via near-real-time sync (approximately every 5 minutes). This means when data changes in NetSuite, the updates are typically available for querying within minutes.
Yes. Kipper uses data access configurations to control visibility. You can set up a base configuration for your whole account, and Enterprise customers can define multiple configurations so different teams see only the data relevant to them.

Give your whole company access to NetSuite data.

Read-only. Permissioned. Logged. Set up in under an hour.

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