Xero + Slack
Your team asks in Slack, Kipper answers from Xero
The question lands on whoever has Xero open. Ask in the channel instead and that person gets their afternoon back.
Kipper reads the Xero records your team asks about every day: contacts, invoices, payments, supplier bills, bill payments, purchase orders, inventory, credit notes and supplier credits, plus prepayments and overpayments on both sides. The Xero Trial Balance, P&L and Balance Sheet are available too. Tracking Categories group a total when you want it broken down. Your bank feed stays out of it entirely.
How much of the Barrow Lane deposit is still unused?
Barrow Lane Cafe prepayment
Send me the PDF for INV-1904
Download link for the Xero invoice PDF, in this thread.
Kipper connects your Xero organisation to Slack and answers questions about it in plain English. One Xero admin authorises read-only access once, and after that anyone you approve can ask in a channel or a direct message without a Xero login of their own. Kipper never reads bank transactions or account balances, each answer is computed against the asker's own permissions, and every request is logged.
No Xero seat for the people asking
Read-only, so your organisation cannot be edited
Answers respect the asker's own permissions
Unapplied, applied and refunded deposit balances
Two different problems
Most Xero and Slack tools move records between the two apps. This one answers questions about them.
Zapier, Unito and the rest exist to push a Xero event into a channel, or to keep two systems in step with each other. Those flows are built once, so what the channel gets told was settled by whoever built them. Kipper copies nothing and syncs nothing into Slack. Somebody asks a question that was never configured, and it reads Xero and answers.
Sync and alert tools
Zapier, Unito, Zoho Flow, n8n
- A Xero event fires a message into a channel
- Or two systems are kept in step with each other
- Somebody configures it, then maintains it
- There is nothing there to ask
Kipper
Reads Xero, syncs nothing
- Somebody asks, Kipper reads Xero and answers
- Nothing is copied into Slack or kept in step
- One authorisation and nothing to maintain
- Every answer respects that person's permissions
What your team can ask
What a Slack channel can ask Xero
Contacts, supplier bills and the deposits nobody can ever remember the balance of.
"Has Fjord Studio paid INV-1904?"
Account manager following up in Slack
"What is still unpaid for Kestrel Freight?"
Ops coordinator checking supplier AP
"How much of the Barrow Lane deposit is still unused?"
Project lead before invoicing the next stage
"Any credit notes on the Harlow Timber account?"
Support agent with a ticket open
"Invoiced total for Tracking Category Studio last quarter?"
Project lead checking their own numbers
"Which purchase orders for Vance Interiors are still open?"
Buyer before placing the next order
"Did we overpay Kestrel Freight on that last bill?"
Office manager checking a supplier query
"What is on hand for item BR-770?"
Warehouse lead on the floor
See it answer a Xero 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 Xero from Slack
Account manager
Check whether a contact has settled their last invoice before picking up the phone to them.
Ops coordinator
List what is still owed to a supplier without opening Xero or asking the bookkeeper.
Office manager
Look at a supplier bill before approving the next purchase from the same contact.
Support agent
Find the credit note raised against a contact while their ticket is still open.
Retail buyer
See which bills from a supplier are outstanding and whether a supplier credit came through for the last returned delivery.
Project lead
Pull invoiced totals for their own Tracking Category without waiting on a report.
Pricing
$5 a month for each extra person who asks
Xero plans start at $200 a month with 10 active users included, then $5 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 Xero to Slack
One authorisation against the Xero organisation you choose, then Slack. No Xero developer app, no API keys, no automation platform in between.
Authorise Xero
In the Kipper portal, open Data Sources and choose Xero. You are sent to Xero's own login, where you pick which organisation to connect and grant read-only access to it.
Add Slack as an interface
Back in the portal, open Interfaces, add Slack for Xero, and let a Slack workspace admin approve it. That happens once for the workspace.
Decide who sees what
Give each person a permission set. Their Kipper email needs to match their Slack email, which is how an answer gets scoped to the right person rather than the room.
Ask in the channel
Message Kipper directly with no mention needed, or type @Kipper in a channel. Carry on in the thread and the context carries with it.
We'll do the setup with you.
A 30-minute session: connect Xero, add Slack, 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.
Read bank transactions, bank balances or reconciliation status. Kipper is never connected to your bank feed.
Tell you a cash position, runway or burn rate, since all of those come from bank data.
Make a claim about multi-currency positions or revalued balances.
Return a Cash Flow statement or VAT return.
Write a single character back to Xero.
Post anything into a channel unless somebody asked for it.
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
The bank-data question, deposits, contacts and Tracking Categories.
Put Xero answers in the channel that asked
Read-only against your Xero organisation, scoped per person, logged every time.
Prefer to try it yourself? Start a free trial.