# UpBooks AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to UpBooks and helps you manage bookkeeping and reconcile business accounts, running 6 UpBooks actions for you like Add New Employee, Record Outward Payment, and List Account Id Options. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in UpBooks and reports back. Viktor connects in one click via OAuth. - Tool: UpBooks - Category: Other - Connection: One-click OAuth - Actions available: 6 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/upbooks ## What can you ask Viktor to do in UpBooks? - "Reconcile this month's transactions in UpBooks and flag anything weird." - "Pull the outstanding invoices from UpBooks and draft reminder emails." - "Summarize this month's profit and loss from UpBooks for the team." - "Watch UpBooks for a new expense over $500 and alert me for approval." ## What can Viktor do in UpBooks? (6 actions) - **List Salary Component Id Options** - Retrieves available options for the Salary Component Id field. - **List Expense Ids Options** - Retrieves available options for the Expense Ids field. - **List Account Id Options** - Retrieves available options for the Account Id field. - **Record Outward Payment** - Records an outward payment in UpBooks. - **Create Expense Category** - Creates a new expense category in UpBooks. - **Add New Employee** - Adds a new employee to Upbooks. ## How does Viktor work with UpBooks? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect UpBooks with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the UpBooks actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a UpBooks AI agent? A UpBooks AI agent is an AI that connects to your UpBooks account and completes work in it - it doesn't just answer questions about UpBooks, it takes the actions. Viktor is that agent: an AI employee that works in UpBooks 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 UpBooks actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About UpBooks Simple and Efficient Business Management Solution. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive UpBooks 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 UpBooks? Yes. UpBooks 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 UpBooks from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect UpBooks to Viktor? Ask Viktor in Slack or Microsoft Teams to connect UpBooks, 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 UpBooks? Viktor can run 6 UpBooks actions, including Add New Employee, Record Outward Payment, and List Account 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 UpBooks? 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 UpBooks actions to take, runs them, and reports back. ### Is my UpBooks data secure with Viktor? Yes. Viktor connects to UpBooks 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 UpBooks integration cost? Nothing extra - every integration, including UpBooks, 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 UpBooks 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 UpBooks, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses UpBooks 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.