Xero + SMS
Text Xero a question from any phone
Ask whether a contact's invoice is paid or what is owed on a supplier bill by sending a text. Answers come back from your live Xero records in seconds — no Xero login for the person asking, and nothing to install.
Kipper answers Xero questions over plain SMS. An admin connects Xero once, registers the phone numbers that should have access, and scopes what each one can ask about. The user then texts a question in plain English to your dedicated Kipper number and gets an answer from the supported Xero records: contacts, invoices, payments, line items, suppliers, supplier bills, bill payments, inventory items, credit notes, supplier credits, and purchase orders. Tracking Categories are the grouping field on a total. Bank feeds and account balances are outside what Kipper reads, access is read-only, and every text is logged.
Kipper
+1 (415) 555-0142
Today 2:47 PM
Has Fjord Studio paid invoice INV-2043?
INV-2043 for Fjord Studio — still open
Have they paid anything since March?
Yes — one payment, $3,200 on Mar 28, against INV-1998.
Kipper lets anyone text a question about Xero data and get a real answer in seconds. The person asking needs no Xero login and no app — only a phone number an admin has registered. Access is read-only and excludes bank feeds, permissions are enforced per number, and Kipper only ever replies to a text you send it.
Works on every phone — no app, no download, no login
Reaches people Xero seat permissions cannot scope safely
Answers in seconds over cell signal, with no VPN
Filter invoiced totals by Tracking Category
What your team can ask
What people text Xero about
Invoice status, supplier bills, and item counts — asked from wherever the person actually is.
"Has Fjord Studio paid invoice INV-2043?"
Account manager checking during a visit
"Unpaid supplier bills for Northgate Supplies this month?"
Operations coordinator away from the desk
"How many units of item SKU-140 do we have?"
Store manager on the sales floor
Who it's for
Who texts Xero instead of asking finance
Field service technician
Text to check whether a contact's invoice is still open before starting the next job, without a Xero login.
Account manager on the road
Confirm a contact's open invoice balance mid-visit by text, instead of calling the office to have someone look it up.
Delivery driver
Ask whether an invoice was already paid before handing over a copy at the door.
Operations coordinator away from the desk
Text for unpaid supplier bills for a supplier this month rather than getting back to a computer to open Xero.
Director traveling
Text for total open AR by contact and get the number in seconds, faster than opening Xero on a phone browser.
SaaS support lead
Before escalating an account, text to check whether it has an invoice past due and how long it has been outstanding.
Retail store manager
Text for the count on a fast-moving inventory item and which purchase orders for it have already been billed, from the sales floor.
How it works
How SMS gets connected to Xero
Connect Xero, scope each number, register the phones, and the team starts texting.
Connect Xero
A Xero admin authorizes read-only access to the supported records, which excludes bank accounts and bank transactions.
Scope what each number can ask
Permission sets decide what a given phone number can see — AR for account managers, inventory for the store, everything for a director.
Register the phone numbers
An admin adds a number in the Kipper portal. The user gets a one-time confirmation text and replies to confirm. That is the entire onboarding.
Text a question
The user texts your dedicated Kipper number in plain English and the answer comes back in seconds, sourced from live Xero data.
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 + Slack
Ask Xero in a Slack channel without an extra Xero login
+ 
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
FAQ
Xero over SMS
Registration, Tracking Categories, lost phones, and the bank-data exclusion.
Put Xero in everyone's text messages
Read-only access to the supported Xero records, answered on the phone your team already carries.