Skip to content

Getting Started

Most teams are live with Kipper in under an hour.

Steps

  1. Sign up — create a workspace, no credit card required
  2. Your Dashboard — the three-step setup checklist that walks you through connecting a data source, testing AI access, and adding an interface
  3. Ask your first question — ask in plain English from Kipper's AI Assistant tab, or from Slack, Teams, or SMS

What you'll need

  • Admin access to your finance system to complete the connection — only one person needs to do this
  • A Slack workspace, Microsoft Teams environment, or a phone number for SMS
  • About an hour

What your team members need

Nothing. Team members don't need a finance system login of their own. Once an admin connects the data source and grants them access in the Kipper portal, they can start asking questions immediately from whatever interface they use.