Kipper Features Overview¶
Here's a map of what Kipper can do, section by section, with a link to the full article for each.
Ask questions¶
Ask in plain English from wherever you already work: the in-app AI Assistant, Slack, Microsoft Teams, or SMS. It's the same engine behind all four, so the answers are just as accurate no matter where the question comes from.
Understand an answer¶
A question with several results comes back as a table; a single number (like "what's our MRR?") is just stated in the reply, no table needed. In the AI Assistant and Microsoft Teams, you can also rate any answer with a thumbs up or down (not yet available in Slack or SMS).
Connect your finance system¶
Kipper connects to NetSuite, QuickBooks Online, QuickBooks Desktop, or Xero (one per workspace) and keeps a read-only copy of your data synced so answers stay current.
Keep your data fresh¶
Your financial data syncs automatically in near real-time, so changes usually show up within minutes. Admins can also trigger a manual sync or check the sync history anytime from the Data Sources page.
Control who sees what¶
Every member has a role, Standard or Admin, and on top of that, a permission set per data source (Full Access, Accounts Receivable, or Accounts Payable) that decides exactly what they're allowed to query.
Admin tools¶
Admins can rename the workspace from Workspace Settings and review every membership and account change in the Audit Log: who was added, whose role changed, who reset a password.
Your account¶
Update your name, add or change your mobile number for SMS, turn on two-factor authentication, or change your email address, all from My Profile.