Xero + Slack

Xero Data in Slack — Read-Only Answers for Your Team

Query your Xero accounting data right from Slack. Check invoices, contacts, and bills without leaving your workflow.

Connect supported Xero records to Slack for read-only answers across your team. Invoice status, payments, bills, contacts, and purchase orders are available without extra Xero logins, with permissions and audit logging.

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Kipper
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JT
James T. 2:03 PM

Which invoices are overdue by more than 30 days?

Kipper
Kipper APP 2:03 PM

Found 7 invoices overdue 30+ days:

Acme Corp $8,400 47d
Global Tech $12,100 38d
Horizon LLC $3,250 33d
+ 4 more · Total $41,890
SW
Sarah W. 2:05 PM

Did Acme Corp pay their last invoice?

Kipper
Kipper APP 2:05 PM

Yes — Acme Corp paid invoice #INV-2847 on Nov 14, 2024.

Amount
$12,500.00
Status
✓ Paid
Due date
Nov 15, 2024
Source
Xero

Ask questions in plain English against supported Xero records

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 Slack.

"Has Meridian Retail paid their latest invoice?"

Account manager checking on a client payment

"What invoices are overdue for more than 60 days?"

Operations lead reviewing overdue accounts

"Which invoices are still unpaid from last month?"

Office manager reviewing outstanding invoices before approving a purchase

Who it's for

Who uses Xero + Slack?

Sales Rep

Track client billing and invoice status directly from Slack to confirm payment behavior without Xero access.

Sales Team Member

Verify credit note status and customer billing history without waiting on a finance handoff.

Operations Manager

Monitor purchase orders and supplier bill status to answer team questions about supported vendor records.

Founder

Check outstanding invoices or vendor bills from Slack, without opening Xero, even during travel or outside office hours.

Office Manager

Check invoice and bill status right in Slack, before approving a purchase or answering a partner's question.

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 Slack

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

Feature

Get the actual Xero invoice PDF in Slack

Ask for an invoice by number and Kipper hands back the genuine Xero PDF, right in the Slack thread. Read-only, permission-checked, and no Xero login needed.

See how it works

Finance system

More about Xero + Kipper

See all interfaces, data types, and example questions.

Interface

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See all finance systems available through Slack.

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FAQ

Xero + Slack FAQ

Common questions about using Xero with Slack through Kipper.

Kipper syncs supported Xero records into a secure cloud database. When you ask a question in Slack, Kipper translates it into a read-only query against the supported, permissioned record layer and returns the answer in the channel or DM. Exact freshness can vary depending on the connected source and sync timing.
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 which supported records each user or team can see. Every query is logged for a complete audit trail.
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 Slack and get answers.
Kipper keeps a synced copy of supported Xero records updated through Xero change notifications and follow-up syncs. Exact freshness can vary depending on the connected source and sync timing.
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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