# Pennylane AI employee Viktor is an AI employee that connects to Pennylane and helps you manage bookkeeping and reconcile business accounts, running 4 Pennylane actions for you like Create Customer, Create Customer Invoice, and List Customer Id Options. Ask in plain English from your workspace; Viktor does the work in Pennylane and reports back. Viktor connects in one click via OAuth. - Tool: Pennylane - Category: Finance & Payments - Connection: One-click OAuth - Actions available: 4 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/pennylane ## What is a Pennylane AI agent? A Pennylane AI agent is an AI that connects to your Pennylane account and completes work in it - it doesn't just answer questions about Pennylane, it takes the actions. Viktor is an AI employee that works in Pennylane 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 Pennylane actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Pennylane Pennylane brings together your finances, your accounting, and your Business Account! ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 4 Pennylane actions, chains them together 3. **Runs in Pennylane** - Helps you manage bookkeeping and reconcile business accounts - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Pennylane 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. ## What can you ask Viktor to do in Pennylane? - "Reconcile this month's transactions in Pennylane and flag anything weird." - "Pull the outstanding invoices from Pennylane and draft reminder emails." - "Summarize this month's profit and loss from Pennylane for the team." - "Watch Pennylane for a new expense over $500 and alert me for approval." ## How does Viktor work with Pennylane? 1. Open Viktor in a supported workspace. 2. Connect Pennylane with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Pennylane actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Pennylane? (4 actions) - **List Customer Id Options** - Retrieves available options for the Customer Id field. - **Create Customer** - Creates a new customer in Pennylane. - **Create Customer Invoice** - Generates a new invoice for a customer using Pennylane. - **Create Billing Subscription** - Creates a billing subscription for a customer. ## Viktor uses Pennylane 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) ## FAQ ### Does Viktor integrate with Pennylane? Yes. Pennylane 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 Pennylane from their workspace - no workflow builder, no code. ### How do I connect Pennylane to Viktor? Ask Viktor in your workspace to connect Pennylane, 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 Pennylane? Viktor can run 4 Pennylane actions, including Create Customer, Create Customer Invoice, and List Customer 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 Pennylane? 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 Pennylane actions to take, runs them, and reports back. ### Is my Pennylane data secure with Viktor? Yes. Viktor connects to Pennylane 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 Pennylane integration cost? Nothing extra - every integration, including Pennylane, 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 Pennylane 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 Pennylane, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## 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.