Xero + Microsoft Teams

Query Xero from Microsoft Teams — Finance Data on Demand

Give your team access to supported Xero records inside Microsoft Teams. Ask about contacts, invoices, and bills with read-only permissions.

Xero is your source of truth for accounting, but Teams is where your team collaborates. Kipper connects Teams to supported Xero records so approved users can ask about invoices, contacts, bills, payments, and purchase orders with read-only access and a full audit trail.

Get a demo See pricing
Kipper
💬
📞
📅
📁
AP
Amy P. 11:20 AM

What's our total AP balance this week?

Kipper
Kipper APP 11:20 AM

Total AP this week: $142,380 across 23 bills

Northwind Traders $48,200 Dec 15
Alpine Supply Co $31,750 Dec 18
Contoso Ltd $22,400 Dec 20
+ 20 more · Due this week $142,380
MK
Mark K. 11:22 AM

Did Contoso Ltd pay their last invoice?

Kipper
Kipper APP 11:22 AM

Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.

Amount
$18,750.00
Status
✓ Paid
Due date
Dec 5, 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 Microsoft Teams.

"Show me all draft invoices that haven't been sent"

Office manager doing a quick invoice check

"What's the total value of open purchase orders right now?"

Ops manager reviewing commitments

"Which suppliers have an available supplier credit?"

Ops manager checking available credits

Who it's for

Who uses Xero + Microsoft Teams?

Account Manager

Check invoice status and supported customer details during calls, without opening Xero.

Finance Team Member

Answer invoice and payment questions from colleagues in team channels. Reduce back-and-forth emails with logged, permissioned responses.

Ops Manager

Check purchase order and vendor bill status in Teams, without direct Xero access.

Sales Rep

Confirm invoice status and customer payment history before pitches.

Office Manager

Track supplier payments and bill due dates in Teams. Confirm payment status without admin access.

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 Microsoft Teams

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

Feature

Get the actual Xero invoice PDF in Teams

Ask for an invoice by number and Kipper delivers the genuine Xero PDF, right inside Microsoft Teams. 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

More about Microsoft Teams + Kipper

See all finance systems available through Microsoft Teams.

Also for Xero

Access your Xero data through any interface.

Xero logo + Slack logo

Xero + Slack
Xero logo + ChatGPT logo

Xero + ChatGPT
Xero logo + Claude logo

Xero + Claude
Xero logo + Google Gemini logo

Xero + Google Gemini

FAQ

Xero + Microsoft Teams FAQ

Common questions about using Xero with Microsoft Teams through Kipper.

Kipper syncs supported Xero records into a secure cloud database. When you ask a question in Microsoft Teams, Kipper translates it into a read-only query against the supported, permissioned record layer and returns the answer in chats or channels. 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 Teams 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.

Start free trial Get a demo