Xero + Claude

Connect Xero to Claude — Accounting Answers Instantly

Let your team query Xero data through Claude. Ask about invoices, payments, and vendor bills — no Xero login required.

Claude is great at turning a plain-English question into a clear answer. Ask about invoices, bills, payments, or purchase orders, and Claude explains what Kipper found in clear, conversational language — no Xero login, and no waiting on whoever has one.

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◉ Claude
JM
You

Which customers show signs of churning based on payment trends?

A
Claude using Kipper

I found 3 customers with concerning payment patterns:

Hartwell Group 2 late in 90d ↓ declining
Sterling Analytics Order vol -40% ↓ declining
Oakridge Supply Avg delay +12d → flat
JM
You

What's Hartwell Group's payment history this year?

A
Claude using Kipper

Hartwell Group — 6 invoices this year, total $380,000:

Paid on time
4 of 6
Avg delay
18 days
Outstanding
$42,500
Source
Xero

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 Xero data — right inside Claude.

"What's the total amount of credit notes issued this month?"

Office manager tracking refund activity

"Which suppliers have we paid more than $10k this year?"

Office manager reviewing vendor payments

"What's the status of purchase order PO-2201?"

Warehouse lead confirming an incoming order

Who it's for

Who uses Xero + Claude?

Sales Rep

Check whether a customer has unpaid invoices before a renewal call — no Xero login needed.

Customer Support

Confirm a customer's invoice or payment status while they're on the phone, without escalating to finance.

Office Manager

Check which vendor bills are due this week and what's already been paid, without needing a Xero seat.

Project Lead

Check invoiced totals for a client or project, without needing Xero access.

CFO/Controller

Get a fast answer on AR, AP, or a customer balance before a meeting — faster than opening Xero.

How it works

Live in minutes.

01

Connect Xero

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

02

Data is cached

Your full Xero 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 Claude

Connect Claude to your Xero data. Your team starts asking questions immediately.

Finance system

More about Xero + Kipper

See all interfaces, data types, and example questions.

Interface

More about Claude + Kipper

See all finance systems available through Claude.

Also for Xero

Access your Xero data through any interface.

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FAQ

Xero + Claude FAQ

Common questions about using Xero with Claude through Kipper.

Kipper caches your Xero data in a secure cloud database and keeps it updated via webhooks for near-instant updates. When you ask a question in Claude, Kipper translates it into a SQL query, runs it against your cached data, and returns the answer — typically in under 5 seconds. This is through the Model Context Protocol (MCP), allowing Claude to access your financial data securely.
No. Kipper is strictly read-only. It can never create, update, or delete any records in your Xero account. All access is one-way: data flows from Xero to Kipper for querying, but nothing can ever flow back.
You can ask about contacts (customers and suppliers), invoices, payments, bills, bill payments, purchase orders, inventory, credit notes, and supplier credits — the day-to-day records Xero tracks. Kipper doesn't read bank transactions or account balances, and it doesn't produce profit & loss statements, balance sheets, or other GL-level reports; it answers direct questions against your real Xero 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 Xero admin credentials for the initial connection so Kipper can access your data. After setup, your team members don't need Xero licenses or logins — they simply ask questions in Claude and get answers.
Kipper keeps your data fresh via webhooks for near-instant updates. This means when data changes in Xero, 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 Xero data.

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

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