For QuickBooks, Xero and NetSuite
Your books, in Claude, ChatGPT or Slack
Connect QuickBooks, Xero or NetSuite once. Kipper AI brings every company you run into Claude or ChatGPT.
Free for one QuickBooks Online company. Try the live demo
Claude Kipper AI connected Show me cash across all three of our companies
$1,519,700 across your three companies, up $160,000 in eight weeks.
Group Cash Dashboard Open Group Cash Dashboard
Last 8 weeks · QuickBooks Online and Desktop
Group cash
$1,519,700
Money in
$3,084,000
Money out
$2,924,000
Group cash, by week
Cash by company
# sales Kipper Chat Maya · Sales
@Kipper is Bluepeak Homes up to date on invoices?
Kipper APP
Not quite. They owe $48,200, and $12,400 is more than 30 days late.
Claude 
ChatGPT 
Gemini 
Slack 
Teams 
SMS Two products
Two ways to ask your books
Connect your accounting system once. Then choose where people ask.
In Claude, ChatGPT or Gemini For owners and finance teams
Ask about every company you run, and you'll get forecasts, reports and dashboards back.
- Every company in one workspace
- Built from your own numbers
- Free for one QuickBooks Online company
In Slack, Teams or a text For everyone else in the company
Sales, service and operations ask a quick question, and they'll get the number back in seconds.
- Answers where your team works
- Each person sees what you allow
- Included with NetSuite, and in paid plans
Use cases
What teams ask for most
Each one links to a full example. It's built from a set of sample books.
Cash flow forecasting
A 13-week forecast from your actual receipts and payments.
- Built from your actualsWeeks that have closed come straight from your books.
- Projections, labeledThe weeks ahead are marked as your assistant's projection.
- Ask what ifChange an assumption, and the forecast is rebuilt.
Management reporting
Last month's report, written from your books.
- Written from your numbersRevenue, margin, cash and who owes you.
- Change it by askingAdd a section, or cut it to one page.
- The same report every monthAsk again next month for the same layout.
Multi-entity reporting
Every company you run, side by side, with the group total.
- One question, every companyAsk about one company, a few or the whole group.
- Online and Desktop togetherMix QuickBooks Online and Desktop in one answer.
- Transfers on their own lineMoney between your own companies stays visible.
Dashboards and KPIs
Cash, profit, margin and who owes you, on one screen.
- Ask for the one you needA cash, profit or receivables dashboard, or your own KPIs.
- Change any panel by askingAdd a KPI, or swap a chart for a table.
- See the workingAsk how a figure was worked out, and you'll see the numbers behind it.
Answers in Slack, Teams or a text
Anyone you choose can ask a quick question. They'll get the number back in seconds.
- Where your team already worksSlack, Microsoft Teams, SMS or the Kipper web app.
- The number, in secondsAsk in plain English, and Kipper answers from your books.
- Scoped to each personYou choose what each person sees, and queries are logged.
Teams
SMSTry it on your own books
It's free for one QuickBooks Online company. Connect it, then ask in Claude or ChatGPT.
Free calculators: gross margin, total revenue, break-even and EBITDA.
Integrations
Pick your system and where you ask
There's a page for each pairing, with setup steps and example questions.
Claude 
ChatGPT 
Gemini 
How it works
Connect once, then ask where you work
Connect your accounting system once. Ask in Claude or ChatGPT, or in Slack, Teams or a text. Kipper returns the figures from your books. In Claude or ChatGPT, your assistant builds the report around them.
Connect your books
One read-only connection to QuickBooks, Xero or NetSuite. Add every company you run.
Choose where to ask
Claude, ChatGPT or Gemini with Kipper AI. Slack, Teams or SMS with Kipper Chat.
Ask in plain English
You'll get the number from your books. In Claude or ChatGPT, your assistant builds the report around it.
We can set it up with you
Schedule a call, and we'll connect your accounting system with you. Then you'll ask your first questions.
Accounting firms
Kipper for accounting firms
Give each client a workspace. Then you'll answer their questions from Claude or ChatGPT.
- Each client in its own workspace
- Switch clients in a click
- The same per-company price
- Kipper Chat for your clients' teams
Try it on a sample company
Open the live demo and ask your own questions. It runs on sample books, so you don't need to connect anything.
Kipper MCP ChatGPT can make mistakes. Check important info.
Gemini is AI and can make mistakes.
Show me the cash flow statement for last month
- Kipper is opening your QuickBooks books…
- Finding last month's date range…
- Pulling every transaction that moved cash…
- Sorting them into operating, investing and financing…
- Adding up each section…
- Laying out the statement…
Here is the cash flow statement for last month, from QuickBooks.
| Last month | |
|---|---|
| Operating activities | $1,575.15 |
| Investing activities | -$13,495.00 |
| Financing activities | $10,662.50 |
| Net change in cash | -$1,257.35 |
Which customers are more than 30 days overdue?
- Handing this to Kipper…
- Gathering every open invoice…
- Netting off the payments already received…
- Working out how old each balance is…
- Keeping the ones past 30 days…
- Sorting them oldest first…
Four customers are past 30 days, $57,600 in total.
| Customer | Overdue | Days |
|---|---|---|
| Pinnacle Industries | $24,600 | 73 |
| Meridian Corp | $18,200 | 52 |
| Crestview Partners | $9,800 | 41 |
| Acme Corp | $5,000 | 33 |
What do we still owe Northwind Traders?
- Kipper is reading your QuickBooks data…
- Finding Northwind Traders on your vendor list…
- Pulling the bills raised against them…
- Taking off what has already been paid…
- Adding up the balance still open…
- Checking the due dates…
Northwind Traders has 3 unpaid bills totalling $18,420.
| Bill | Amount | Due |
|---|---|---|
| BILL-2041 | $9,120 | Sep 30 |
| BILL-2077 | $6,300 | Oct 14 |
| BILL-2090 | $3,000 | Oct 28 |
How much did we collect this month versus last month?
- Passing the question to Kipper…
- Marking out this month and last…
- Pulling the payments recorded in each…
- Adding up the two periods…
- Comparing one against the other…
- Writing up the difference…
Collections are up $12,180 on last month.
| Period | Payments received |
|---|---|
| This month | $84,310 |
| Last month | $72,130 |
| Change | +$12,180 |
Who are our biggest outstanding balances right now?
- Kipper is picking this up…
- Collecting open invoices customer by customer…
- Taking off payments and credit memos…
- Rolling each customer up to one balance…
- Ranking them largest first…
- Taking the top of the list…
Top three open balances, $96,300 between them.
| Customer | Open balance |
|---|---|
| Northwind Traders | $42,800 |
| Atlas Manufacturing | $31,400 |
| Beacon Digital | $22,100 |
How many of SKU-9032 do we have on hand?
- Kipper is going into QuickBooks…
- Finding SKU-9032 in your item list…
- Reading the stock held against it…
- Counting it up by location…
- Adding the locations together…
- Double-checking the count…
488 units of SKU-9032 are on hand, across two locations.
Did Acme Corp pay invoice INV-2214?
- Asking Kipper…
- Pulling up invoice INV-2214…
- Reading what it was issued for…
- Looking for payments applied to it…
- Checking the dates it was due…
- Settling the answer…
Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.
What's on purchase order PO-1184?
- Kipper is opening your QuickBooks books…
- Pulling up purchase order PO-1184…
- Reading down its line items…
- Checking who it was raised with…
- Adding up the order…
- Checking whether it is still open…
PO-1184 is open with Northwind Traders, $14,250 across three lines.
| Line | Qty | Amount |
|---|---|---|
| SKU-9032 Bracket | 300 | $7,500 |
| SKU-4417 Housing | 150 | $4,875 |
| SKU-2208 Fastener | 500 | $1,875 |
What did we spend by class last quarter?
- Routing this through Kipper…
- Marking out last quarter…
- Pulling the expenses booked in it…
- Reading the class on each one…
- Grouping them class by class…
- Totalling each group…
Spend by class for last quarter, $128,400 in total.
| Class | Spend |
|---|---|
| Operations | $61,200 |
| Sales | $34,700 |
| Warehouse | $21,300 |
| Admin | $11,200 |
What's the balance in our bank accounts?
- Kipper is reading your QuickBooks data…
- Pulling today's balance sheet…
- Reading down the account lines…
- Keeping just the bank accounts…
- Adding the balances together…
- Checking it against the statement date…
Three accounts, $214,905 in total as of today.
| Account | Balance |
|---|---|
| Operating · 4471 | $162,340 |
| Payroll · 8802 | $38,115 |
| Reserve · 1190 | $14,450 |
Kipper
+1 (415) 555-0142
Connecting over MCP? See the demo in Claude, ChatGPT and Gemini →
Want a guided walkthrough instead? Schedule a demo →
Pricing
Start free with one QuickBooks company
Security
Keep your books safe
- Read-only by architectureKipper reads your books. Creating and editing stay in your accounting system.
- Queries are loggedSee who asked what, and when.
- Access per personEach person sees only what you allow.
- SOC 2 Type II in progressEncrypted in transit and at rest, hosted on AWS in the US.
FAQ
Frequently asked questions
Kipper AI, Kipper Chat, what they connect to, and what they cost.
Connect your books and start asking
It's free for one QuickBooks Online company. Add more companies, Kipper Chat or NetSuite when you're ready.
What happens next
-
Connect QuickBooks Online
Read-only, with your own login. It takes a few minutes.
-
Choose where to ask
Add Kipper to Claude or ChatGPT, or to Slack or Teams.
-
Ask your first question
Try last month's revenue, or cash across your companies.