Xero + Microsoft Teams
Xero contacts, bills, and POs inside Teams
Open purchase-order value, supplier credits, and invoiced totals by Tracking Category, looked up from a department channel with the invoice PDF arriving alongside the answer.
Kipper's Teams app queries the Xero records Kipper supports: contacts, invoices, payments, bills, purchase orders, inventory, credit notes, and supplier credits, refreshed by change notifications. Microsoft 365 users never leave Teams. Xero bank transactions and account balances are not something Kipper reads.
What is the total value of open purchase orders right now?
Open POs total £41,200 across 6 orders
Which suppliers have an available supplier credit?
2 suppliers with remaining credits.
Kipper brings read-only Xero contacts, supplier bills, purchase orders, and Tracking Category invoice totals into Microsoft Teams, and it can deliver a Xero invoice PDF. Bank feeds and cash position are outside what Kipper reads.
Open PO value and supplier credits in Teams
Tracking Category: Retail invoice lists
The Xero invoice PDF, posted in the chat
No bank transactions or cash position, by design
What your team can ask
What Teams channels can ask Xero
The numbers a plant ops or client channel asks for most often.
"What is the total value of open purchase orders right now?"
Plant ops reviewing commitments
"Which suppliers have an available supplier credit?"
Service manager checking credits
"Invoices in Tracking Category: Retail this quarter?"
Client lead in a department channel
Who it's for
Who looks up Xero from Teams
Client lead
Check invoiced totals for Tracking Category: Retail in the client Teams channel.
Plant ops
Ask for the total value of open purchase orders without opening Xero.
Territory AE
Confirm a contact's invoice status from Teams before a visit.
Front-desk coordinator
Request a Xero PDF when a contact emails the shared inbox.
Service manager
See which suppliers still have an available supplier credit.
SaaS support lead
In the account's Teams channel, confirm whether a contact has any invoices past due before escalating a service request.
Retail store manager
Check open purchase orders for the store's Tracking Category and which of them have already been billed, from the Teams app on a phone.
How it works
How Teams gets your Xero records
Connect Xero, sync supported records, add the Teams app, ask in the channel.
Authorize Xero
A Xero admin connects Kipper. Bank accounts are not in the connection Kipper uses for answers.
Change-notification sync
Invoices, contacts, bills, and POs update through Xero change notifications. Exact freshness can vary.
Scope Teams channels
Plant ops can see POs while client channels see invoices, and you choose the split.
Add Kipper in Teams
Install the app, then ask in a channel, including PDF requests.
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 + 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 Microsoft Teams
Purchase orders, supplier credits, Tracking Categories, and the bank exclusion.
Bring Xero supplier bills and POs into Teams
Supplier bills and PO totals in Microsoft 365, read-only every time.