Asking Your First Question¶
Once a data source is connected, your team can start asking questions right away from whichever interface they already use.
Where to ask¶
| Interface | How |
|---|---|
| AI Assistant (in-app) | Click AI Assistant in the sidebar and type your question |
| Slack | Open Kipper from the Apps or Agents panel in Slack and chat directly, DM the bot, or tag it in any channel |
| Microsoft Teams | Open Kipper from Microsoft 365 Copilot and chat directly, DM the bot, or tag it in a chat or channel |
| SMS | Text your question to your Kipper number |
See Interfaces for setup instructions for each.
Example questions¶
What was our revenue last quarter, broken down by product?
Which customers have invoices overdue by more than 60 days?
What is our outstanding accounts receivable balance?
Show me all payments received this week.
What were our top five expense categories last month?
How does this month's profit and loss compare to the same month last year?
What is our current cash balance across all bank accounts?
How Kipper answers¶
- You send a plain-English question
- Kipper translates it into a SQL query — no document search, no guessing
- The query runs against your synced finance data
- You get a precise answer back, usually within seconds — complex queries may take a little longer
Kipper returns the actual number. If it isn't confident in an answer, it tells you rather than guessing.
Important¶
Always verify outputs independently before acting on them for business decisions. Accuracy depends on the quality of data in your connected finance system. See our Terms of Service for full details.
Access control¶
Each user only sees data they're permitted to see. Permissions are set by your workspace admin. See Permissions & Access.