# Pro Ledger AI agent for Slack & Microsoft Teams

Viktor is an AI employee that connects to Pro Ledger with a scoped API key and helps you manage bookkeeping and reconcile business accounts, running 5 Pro Ledger actions for you like Get Classes, Get Accounts, and Create Record. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Pro Ledger and reports back. Setup takes about two minutes.

- Tool: Pro Ledger
- Category: Finance & Payments
- Connection: API key
- Actions available: 5
- Works from: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/pro-ledger

## What can you ask Viktor to do in Pro Ledger?

- "Reconcile this month's transactions in Pro Ledger and flag anything weird."
- "Pull the outstanding invoices from Pro Ledger and draft reminder emails."
- "Summarize this month's profit and loss from Pro Ledger for the team."
- "Watch Pro Ledger for a new expense over $500 and alert me for approval."

## What can Viktor do in Pro Ledger? (5 actions)

- **List category Options** - Retrieves available options for the category field.
- **Get Classes** - Get classes setup information.
- **Get Categories** - Get categories setup information.
- **Get Accounts** - Get accounts setup information.
- **Create Record** - Create a new record in the Pro Ledger platform.

## How does Viktor work with Pro Ledger?

1. Add Viktor to Slack or Microsoft Teams.
2. Connect Pro Ledger with an API key - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Pro Ledger actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What is a Pro Ledger AI agent?

A Pro Ledger AI agent is an AI that connects to your Pro Ledger account and completes work in it - it doesn't just answer questions about Pro Ledger, it takes the actions. Viktor is that agent: an AI employee that works in Pro Ledger 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 Pro Ledger actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About Pro Ledger

Bookkeeping Software for Small Business

## 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 Pro Ledger 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 Pro Ledger?

Yes. Pro Ledger 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 Pro Ledger from Slack or Microsoft Teams - no workflow builder, no code.

### How do I connect Pro Ledger to Viktor?

Ask Viktor in Slack or Microsoft Teams to connect Pro Ledger, then paste an API key from your Pro Ledger 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 Pro Ledger?

Viktor can run 5 Pro Ledger actions, including Get Classes, Get Accounts, and Create Record - 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 Pro Ledger?

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 Pro Ledger actions to take, runs them, and reports back.

### Is my Pro Ledger data secure with Viktor?

Yes. Viktor connects to Pro Ledger 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 Pro Ledger integration cost?

Nothing extra - every integration, including Pro Ledger, 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 Pro Ledger 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 Pro Ledger, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams.

## Viktor uses Pro Ledger 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.
