# Holded AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Holded with a scoped API key and helps you manage bookkeeping and reconcile business accounts, running 4 Holded actions for you like Send Email, Update Invoice, and Create Contact. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Holded and reports back. Setup takes about two minutes. - Tool: Holded - Category: Other - Connection: API key - Actions available: 4 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/holded ## What can you ask Viktor to do in Holded? - "Reconcile this month's transactions in Holded and flag anything weird." - "Pull the outstanding invoices from Holded and draft reminder emails." - "Summarize this month's profit and loss from Holded for the team." - "Watch Holded for a new expense over $500 and alert me for approval." ## What can Viktor do in Holded? (4 actions) - **List Payment Method Options** - Retrieves available options for the Payment Method field. - **Update Invoice** - Modify an existing invoice in Holded. - **Send Email** - Deliver an email with a document to a contact through Holded. - **Create Contact** - Add a new contact to Holded. ## How does Viktor work with Holded? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Holded with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Holded actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Holded AI agent? A Holded AI agent is an AI that connects to your Holded account and completes work in it - it doesn't just answer questions about Holded, it takes the actions. Viktor is that agent: an AI employee that works in Holded 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 Holded actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Holded Smart Business Management Software for SMEs ## 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 Holded 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 Holded? Yes. Holded 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 Holded from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Holded to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Holded, then paste an API key from your Holded 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 Holded? Viktor can run 4 Holded actions, including Send Email, Update Invoice, 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 Holded? 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 Holded actions to take, runs them, and reports back. ### Is my Holded data secure with Viktor? Yes. Viktor connects to Holded 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 Holded integration cost? Nothing extra - every integration, including Holded, 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 Holded 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 Holded, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Holded 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 Other integrations - [Databricks](https://viktor.com/integrations/databricks) - [Front](https://viktor.com/integrations/front) - [BingX](https://viktor.com/integrations/bingx) - [TOPdesk](https://viktor.com/integrations/topdesk) - [Google Dialogflow](https://viktor.com/integrations/google-dialogflow) - [Google Slides](https://viktor.com/integrations/google-slides-2) - [Waitwhile](https://viktor.com/integrations/waitwhile) - [Dixa](https://viktor.com/integrations/dixa) ## 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.