Xero + Slack
Xero invoices in Slack, PDFs included
Ask whether contact Fjord Studio paid INV-1904, pull the Xero PDF, or list unpaid supplier bills, all from the Slack channel your team already uses.
Kipper is a Slack app covering the Xero records Kipper supports: contacts (customers and suppliers), invoices, payments, bills, bill payments, purchase orders, inventory, credit notes, and supplier credits. Tracking Categories group invoiced totals, and change notifications keep the records updated. Bank transactions and account balances are out of scope.
Has contact Fjord Studio paid INV-1904?
INV-1904 for Fjord Studio
Get the Xero PDF for INV-1904
INV-1904.pdf attached, straight from Xero.
In Slack, Kipper answers contact, invoice, and supplier-bill questions from Xero and can attach the Xero invoice PDF. Bank transactions and cash position are not part of what Kipper reads. Nobody asking needs a Xero login.
The Xero invoice PDF, delivered in Slack
Contact records and supplier bills, read-only
Tracking Categories on invoiced totals
No extra Xero login for anyone in Slack
What your team can ask
What Slack can ask Xero
Invoice status and the PDF itself, plus whatever is still owed to suppliers.
"Has contact Fjord Studio paid invoice INV-1904?"
Account manager following up in Slack
"Get the Xero PDF for INV-1904"
Account manager sharing the file in-thread
"Bills for supplier Kestrel Freight still unpaid?"
Ops coordinator checking supplier AP
Who it's for
Who asks Xero from Slack
Account manager
Ask in Slack whether contact Fjord Studio paid INV-1904, and pull the PDF if they want the file.
Ops coordinator
List unpaid bills for supplier Kestrel Freight without opening Xero.
Sales rep
Confirm a contact's invoice status before a call, from Slack.
Office manager
Check a supplier bill before approving a purchase, straight from Slack.
Support
Look up a credit note on a contact while the ticket is open in Slack.
SaaS growth associate
When a contact asks to add seats, check in Slack what they have been invoiced this quarter and whether anything is still unpaid.
Retail buyer
Check which bills from a supplier are still outstanding, and whether a supplier credit was raised for the last returned delivery, without leaving the buying channel.
How it works
How Slack gets Xero invoices and PDFs
Connect Xero, sync supported records, install Slack, ask by invoice or contact.
Connect Xero as admin
A Xero admin authorizes read-only access to the supported records, which excludes bank accounts.
Sync via change notifications
Kipper keeps invoices, contacts, bills, and POs updated through Xero change notifications. Freshness can vary by record.
Limit Slack to supported records
Users can query contacts, invoices, and bills, and never bank transactions.
Install the Slack app
Add Kipper, then ask in-channel, including PDF requests by invoice number.
How Kipper handles access
Read-only. Permissioned. Logged.
- Kipper never creates, updates, or deletes Xero 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 Xero
Other ways to ask Xero through Kipper
+ 
Xero + Microsoft Teams
Xero answers in Microsoft 365 department channels
+ 
Xero + ChatGPT
Live Xero records in a ChatGPT thread via MCP
+ 
Xero + Claude
Xero lookups inside a Claude project
+ 
Xero + Google Gemini
Xero facts in Gemini via MCP
+ 
Xero + SMS
Text a question and get Xero numbers back on any phone
FAQ
Xero in Slack: invoices, PDFs, and scope
Contacts, Tracking Categories, PDFs, and the bank-data exclusion.
Put Xero invoices and PDFs in Slack
The invoice and its PDF land in Slack through a read-only, permissioned Xero connection.