# Moneybird AI employee Viktor is an AI employee that connects to Moneybird and helps you manage bookkeeping and reconcile business accounts, running 6 Moneybird actions for you like Create Quote, Create Contact, and Create Sale Invoice. Ask in plain English from your workspace; Viktor does the work in Moneybird and reports back. Viktor connects in one click via OAuth. - Tool: Moneybird - Category: Finance & Payments - Connection: One-click OAuth - Actions available: 6 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/moneybird ## What can you ask Viktor to do in Moneybird? - "Reconcile this month's transactions in Moneybird and flag anything weird." - "Pull the outstanding invoices from Moneybird and draft reminder emails." - "Summarize this month's profit and loss from Moneybird for the team." - "Watch Moneybird for a new expense over $500 and alert me for approval." ## What can Viktor do in Moneybird? (6 actions) - **List Project ID Options** - Retrieves available options for the Project ID field. - **List Product ID Options** - Retrieves available options for the Product ID field. - **List Contact ID Options** - Retrieves available options for the Contact ID field. - **Create Sale Invoice** - Create a sale invoice. - **Create Quote** - Create a new quote. - **Create Contact** - Create a new contact. ## How does Viktor work with Moneybird? 1. Open Viktor in a supported workspace. 2. Connect Moneybird with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Moneybird actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Moneybird AI agent? A Moneybird AI agent is an AI that connects to your Moneybird account and completes work in it - it doesn't just answer questions about Moneybird, it takes the actions. Viktor is an AI employee that works in Moneybird on your behalf and delivers the finished result to your workspace. 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 Moneybird actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Moneybird 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 Moneybird 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 Moneybird? Yes. Moneybird 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 Moneybird from their workspace - no workflow builder, no code. ### How do I connect Moneybird to Viktor? Ask Viktor in your workspace to connect Moneybird, 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 Moneybird? Viktor can run 6 Moneybird actions, including Create Quote, Create Contact, and Create Sale Invoice - 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 Moneybird? 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 your workspace, and Viktor decides which Moneybird actions to take, runs them, and reports back. ### Is my Moneybird data secure with Viktor? Yes. Viktor connects to Moneybird 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 Moneybird integration cost? Nothing extra - every integration, including Moneybird, 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 Moneybird 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 Moneybird, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Viktor uses Moneybird 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.