This task can be performed using Kipper
Ask your finance system anything
Best product for this task
Kipper
ai
Kipper lets anyone on your team ask finance questions in plain English and get live answers from QuickBooks, Xero, or NetSuite. Ask in Slack, Microsoft Teams, SMS, or the web app, and get a real number back in seconds instead of waiting on finance. Kipper is read only, so it can never change your books. Admins control who sees what, and every query is logged.
What to expect from an ideal product
- Kipper connects directly to Xero so your team can ask revenue and expense questions in Slack and get a live number back in seconds, no spreadsheet exports or finance tickets needed.
- Ask things like "what did we spend on contractors last month" or "what is our net revenue this quarter" and Kipper pulls the answer straight from your Xero data in plain English.
- Kipper is read only and never touches your books, so finance teams can give Slack access to department heads without worrying about anything being changed or broken.
- Admins decide who can query what, so a sales lead can check pipeline costs without seeing payroll, and every question asked is logged for full visibility.
- Instead of waiting two days for a finance report, any team member with access can get a live Xero answer inside Slack in the same time it takes to send a message.
