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 QuickBooks and returns live financial figures, so the number your sales manager sees at 9am is the same one your accountant would pull.
- Because Kipper is read-only, non-finance staff can query revenue, expenses, or outstanding invoices without any risk of editing, deleting, or misposting a single transaction.
- Questions get asked and answered inside Slack or Microsoft Teams, which means no one has to log into QuickBooks, request a report, or wait two days for finance to reply.
- Admins set permission levels that control which team members can see payroll costs, client balances, or departmental budgets, so sensitive data stays in the right hands.
- Every query is logged automatically, giving finance teams a clear audit trail of who asked what and when, which matters during reviews, compliance checks, or internal investigations.
