Glossary¶

Credit note A record that reduces what a customer owes (or what you owe a supplier) without cash changing hands — for example, when returning goods or correcting an overbilling. Kipper tracks the portion of an invoice or bill settled by a credit note separately from cash payments, so an invoice is only "fully settled" when payments plus credit notes cover its full amount.

Data source A connected finance system — NetSuite, QuickBooks Online, QuickBooks Desktop, or Xero — that Kipper queries to answer questions.

Interface The place where you talk to Kipper — the in-app AI Assistant, Slack, Microsoft Teams, or SMS.

Overpayment Money received from a customer that exceeds what they owed, or paid to a supplier beyond what was billed. Kipper tracks how much of an overpayment is unapplied, how much has been used to settle later invoices or bills, and how much has been refunded.

Prepayment Money received from a customer (or paid to a supplier) before an invoice or bill exists — a deposit against future work. Like an overpayment, Kipper tracks the unapplied, applied, and refunded portions separately.

Read-only Kipper can read your finance data to answer questions. It can never create, edit, or delete a single record — this is enforced at the architecture level.

SQL query The structured database query that Kipper generates from your plain-English question. Kipper translates your words into SQL and runs it against your synced finance data to produce a precise answer. There is no RAG or document search involved.

Sync The process by which Kipper copies the latest data from your finance system into its query layer. Cloud sources (QuickBooks Online, Xero) receive live change notifications and are also polled every 15 minutes. QuickBooks Desktop is polled every 15 minutes and re-synced in full once a week; there are no live notifications from Desktop.

Workspace Your organisation's isolated environment in Kipper. It holds your data source connections, team members, and permissions.

Workspace admin A Kipper user with full access to manage data sources, team members, permissions, and workspace settings. Only the admin needs finance system credentials to connect a data source.