# Aero Workflow AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Aero Workflow and helps you manage bookkeeping and reconcile business accounts, running 12 Aero Workflow actions for you like Create Task, Find Company, and Create Contact. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Aero Workflow and reports back. Viktor connects with a scoped API key. - Tool: Aero Workflow - Category: Finance & Payments - Connection: API key - Actions available: 12 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/aero-workflow ## What can you ask Viktor to do in Aero Workflow? - "Reconcile this month's transactions in Aero Workflow and flag anything weird." - "Pull the outstanding invoices from Aero Workflow and draft reminder emails." - "Summarize this month's profit and loss from Aero Workflow for the team." - "Watch Aero Workflow for a new expense over $500 and alert me for approval." ## What can Viktor do in Aero Workflow? (12 actions) - **List Contact Options** - Retrieves available options for the Contact field. - **List Project Options** - Retrieves available options for the Project field. - **List Hat Options** - Retrieves available options for the Hat field. - **List Assigned To Options** - Retrieves available options for the Assigned To field. - **List Aero Type Options** - Retrieves available options for the Aero Type field. - **Find Company** - Finds companies with the given parameters. - **Create Vault Entry** - Creates a vault entry for selected company. - **Create Task** - Creates a task. - **Create Email Aero** - Creates an email aero. - **Create Contact** - Creates a contact. - **Create Company** - Creates a company. - **Create Appointment** - Creates an appointment. ## How does Viktor work with Aero Workflow? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Aero Workflow with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Aero Workflow actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Aero Workflow AI agent? A Aero Workflow AI agent is an AI that connects to your Aero Workflow account and completes work in it - it doesn't just answer questions about Aero Workflow, it takes the actions. Viktor is that agent: an AI employee that works in Aero Workflow on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Aero Workflow actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Aero Workflow Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Aero Workflow actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Aero Workflow? Yes. Aero Workflow is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Aero Workflow from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Aero Workflow to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Aero Workflow, then paste an API key from your Aero Workflow account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Aero Workflow? Viktor can run 12 Aero Workflow actions, including Create Task, Find Company, and Create Contact - and chain them with other tools in a single request. In practice that means Viktor helps you manage bookkeeping and reconcile business accounts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Aero Workflow? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Aero Workflow actions to take, runs them, and reports back. ### Is my Aero Workflow data secure with Viktor? Yes. Viktor connects to Aero Workflow with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Aero Workflow integration cost? Nothing extra - every integration, including Aero Workflow, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Aero Workflow together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Aero Workflow, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Aero Workflow together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Finance & Payments integrations - [Customer.io](https://viktor.com/integrations/customer-io-2) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero](https://viktor.com/integrations/xero) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Stripe](https://viktor.com/integrations/stripe) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.