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