# Clear Books AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Clear Books in one click via OAuth and helps you manage bookkeeping and reconcile business accounts, running 4 Clear Books actions for you like Create Supplier, Create Customer, and List Supplier ID Options. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Clear Books and reports back. Setup takes about two minutes. - Tool: Clear Books - Category: Finance & Payments - Connection: One-click OAuth - Actions available: 4 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/clear-books ## What can you ask Viktor to do in Clear Books? - "Reconcile this month's transactions in Clear Books and flag anything weird." - "Pull the outstanding invoices from Clear Books and draft reminder emails." - "Summarize this month's profit and loss from Clear Books for the team." - "Watch Clear Books for a new expense over $500 and alert me for approval." ## What can Viktor do in Clear Books? (4 actions) - **List Supplier ID Options** - Retrieves available options for the Supplier ID field. - **Create Supplier** - Creates a new supplier in Clear Books. - **Create Purchase Document** - Creates a new Purchase Document in Clear Books. - **Create Customer** - Creates a new customer in Clear Books. ## How does Viktor work with Clear Books? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Clear Books with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Clear Books actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Clear Books AI agent? A Clear Books AI agent is an AI that connects to your Clear Books account and completes work in it - it doesn't just answer questions about Clear Books, it takes the actions. Viktor is that agent: an AI employee that works in Clear Books 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 Clear Books actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Clear Books Online Accounting Software ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Clear Books 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 Clear Books? Yes. Clear Books 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 Clear Books from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Clear Books to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Clear Books, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Clear Books? Viktor can run 4 Clear Books actions, including Create Supplier, Create Customer, and List Supplier ID Options - 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 Clear Books? 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 Clear Books actions to take, runs them, and reports back. ### Is my Clear Books data secure with Viktor? Yes. Viktor connects to Clear Books in one click via OAuth, 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 Clear Books integration cost? Nothing extra - every integration, including Clear Books, 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 Clear Books 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 Clear Books, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Clear Books 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.