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, Xero, or NetSuite so your budget and cash flow numbers are always pulled from live data, not a spreadsheet someone exported last Tuesday.
- Ask finance questions in plain English through Slack, Microsoft Teams, SMS, or the web app and get a real answer in seconds without filing a request with your finance team.
- Kipper is read only and never touches your books, so you can give department heads direct access to their numbers without worrying about anyone breaking anything.
- Admins set exactly who can see what, so a sales manager can check their own budget without accidentally pulling payroll figures or sensitive exec data.
- Every query is logged automatically, which means your finance team gets full visibility into what was asked and by whom without spending hours pulling manual reports.
