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