FormWiseFormWise Integrations
accounting

Add freee to your AI agent

Read freee Accounting and HR data, and manage Accounting partners and HR organizational groups.

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Things your agent can do in freee
267

Things your AI can do in freee

Your FormWise AI can handle any of these in freee — on its own, without you needing to click a button.

  • Act On Approval Request

    Execute Approval Request Action; this changes an existing approval state and may not be reversible.

  • Act On Approval Requests Monthly Attendance

    月次勤怠締め申請の承認操作

  • Act On Approval Requests Overtime Work

    Action Approval Requests Overtime Work through the freee HR API.

  • Act On Approval Requests Paid Holiday

    Action Approval Requests Paid Holiday through the freee HR API.

  • Act On Approval Requests Special Holiday

    特別休暇申請の承認操作

  • Act On Approval Requests Work Time

    勤務時間修正申請の承認操作

  • Act On Expense Application

    Execute Expense Application Action; this changes an existing approval state and may not be reversible.

  • Act On Payment Request

    Act On Payment Request using the official freee Accounting API contract.

  • Act On Purchase Request

    Act On Purchase Request using the official freee Accounting API contract.

  • Bulk Update Employee Dependent Rules

    従業員の家族情報の更新

  • Create Account Group

    Create Account Group using the official freee Accounting API operation.

  • Create Account Item

    勘定科目の作成

Show 255 more things it can do

  • Create Accounting Section

    Create Accounting Section using the official freee Accounting API contract.

  • Create Allowance

    Call the official freee HR operation to create allowance.

  • Create Approval Request

    Create Approval Request using the official freee Accounting API operation.

  • Create Approval Requests Monthly Attendance

    月次勤怠締め申請の作成

  • Create Approval Requests Overtime Work

    Create Approval Requests Overtime Work through the freee HR API.

  • Create Approval Requests Paid Holiday

    Create Approval Requests Paid Holiday through the freee HR API.

  • Create Approval Requests Special Holiday

    特別休暇申請の作成

  • Create Approval Requests Work Time

    勤務時間修正申請の作成

  • Create Deal

    取引（収入・支出）の作成

  • Create Deal Payment

    取引（収入・支出）の支払行の作成

  • Create Deal Renew

    Create Deal Renew using the official freee Accounting API operation.

  • Create Deduction

    Create Deduction through the freee HR API.

  • Create Employee

    Create Employee through the freee HR API.

  • Create Employee Time Clock

    Call the official freee HR operation to create employee time clock.

  • Create Expense Application

    Create Expense Application using the official freee Accounting API operation.

  • Create Expense Application Currency

    Create Expense Application Currency using the official freee Accounting API contract.

  • Create Expense Application Line Template

    経費科目の作成

  • Create HR Group

    Create an organizational group in a freee HR company, optionally beneath an existing parent group.

  • Create Item

    Create Item using the official freee Accounting API contract.

  • Create Journal Report

    Create Journal Report using the official freee Accounting API operation.

  • Create Manual Journal

    Create Manual Journal using the official freee Accounting API operation.

  • Create Accounting Partner

    Create a business partner in a freee Accounting company and return its generated partner ID.

  • Create Payment Request

    Create Payment Request using the official freee Accounting API contract.

  • Create Position

    役職の作成

  • Create Purchase Request

    Create Purchase Request using the official freee Accounting API contract.

  • Create Receipt

    Create Receipt using the official freee Accounting API operation.

  • Create Segment Tag

    セグメントタグの作成

  • Create Tag

    Create Tag using the official freee Accounting API operation.

  • Create Transfer

    Create Transfer using the official freee Accounting API contract.

  • Create User Matcher

    自動登録ルールの作成

  • Create Wallet Transaction

    Create Wallet Transaction using the official freee Accounting API contract.

  • Create Walletable

    Create Walletable using the official freee Accounting API operation.

  • Delete Account Item

    勘定科目の削除

  • Delete Accounting Section

    Delete Accounting Section using the official freee Accounting API contract.

  • Delete Approval Request

    Permanently delete the target with Delete Approval Request; this operation is destructive and cannot be undone.

  • Delete Deal

    取引（収入・支出）の削除

  • Delete Deal Payment

    取引（収入・支出）の支払行の削除

  • Delete Deal Renew

    Permanently delete the target with Delete Deal Renew; this operation is destructive and cannot be undone.

  • Delete Expense Application

    Permanently delete the target with Delete Expense Application; this operation is destructive and cannot be undone.

  • Delete Expense Application Currency

    Delete Expense Application Currency using the official freee Accounting API contract.

  • Delete Expense Application Line Template

    経費科目の削除

  • Delete HR Group

    Permanently delete one organizational group from a freee HR company. The deleted group cannot be restored; use this only for a group intended for removal, such as a test fixture.

  • Delete Item

    Delete Item using the official freee Accounting API contract.

  • Delete Manual Journal

    Permanently delete the target with Delete Manual Journal; this operation is destructive and cannot be undone.

  • Delete Accounting Partner

    Permanently delete one business partner from a freee Accounting company. This operation is irreversible: deleted partners cannot be restored. Before deleting an active partner, first call UPDATE_PARTNER with its current required name and available=false. Partners referenced by transactions cannot be deleted, and archived partners must be unarchived in freee before deletion.

  • Delete Payment Request

    Delete Payment Request using the official freee Accounting API contract.

  • Delete Purchase Request

    Delete Purchase Request using the official freee Accounting API contract.

  • Delete Receipt

    Permanently delete the target with Delete Receipt; this operation is destructive and cannot be undone.

  • Delete Segment Tag

    セグメントタグの削除

  • Delete Tag

    Permanently delete the target with Delete Tag; this operation is destructive and cannot be undone.

  • Delete Transfer

    Delete Transfer using the official freee Accounting API contract.

  • Delete User Matcher

    自動登録ルールの削除

  • Delete Wallet Transaction

    Delete Wallet Transaction using the official freee Accounting API contract.

  • Delete Walletable

    Permanently delete the target with Delete Walletable; this operation is destructive and cannot be undone.

  • Destroy Approval Requests Monthly Attendance

    月次勤怠締め申請の削除

  • Destroy Approval Requests Overtime Work

    Destroy Approval Requests Overtime Work through the freee HR API.

  • Destroy Approval Requests Paid Holiday

    Destroy Approval Requests Paid Holiday through the freee HR API.

  • Destroy Approval Requests Special Holiday

    特別休暇申請の削除

  • Destroy Approval Requests Work Time

    勤務時間修正申請の削除

  • Destroy Employee

    Destroy Employee through the freee HR API.

  • Destroy Employee Allowance Rule

    Call the official freee HR operation to destroy employee allowance rule.

  • Destroy Employee Deduction Rule

    Destroy Employee Deduction Rule through the freee HR API.

  • Destroy Employee Work Record

    Call the official freee HR operation to destroy employee work record.

  • Destroy Position

    役職の削除

  • Destroy Yearend Adjustment Housing Loan

    Call the official freee HR operation to destroy yearend adjustment housing loan.

  • Destroy Yearend Adjustment Insurances

    Call the official freee HR operation to destroy yearend adjustment insurances.

  • Destroy Yearend Adjustment Previous Job

    Call the official freee HR operation to destroy yearend adjustment previous job.

  • Download Journal

    Download Journal using the official freee Accounting API operation.

  • Download Receipt

    Download Receipt using the official freee Accounting API operation.

  • Get Account Item

    勘定科目の取得

  • Get Accounting Capabilities

    Return the connected user's Accounting permissions for a company; capability flags do not guarantee paid-plan entitlement.

  • Get Accounting Section

    Get Accounting Section using the official freee Accounting API contract.

  • Get Allowance

    Call the official freee HR operation to get allowance.

  • Get Approval Flow Route

    申請経路の取得

  • Get Approval Request

    Get Approval Request using the official freee Accounting API operation.

  • Get Approval Request Form

    Get Approval Request Form using the official freee Accounting API operation.

  • Get Approval Requests Monthly Attendance

    月次勤怠締め申請の取得

  • Get Approval Requests Monthly Attendances

    月次勤怠締め申請一覧の取得

  • Get Approval Requests Overtime Work

    Get Approval Requests Overtime Work through the freee HR API.

  • Get Approval Requests Overtime Work Setting

    Get Approval Requests Overtime Work Setting through the freee HR API.

  • Get Approval Requests Overtime Works

    Get Approval Requests Overtime Works through the freee HR API. Return one provider page using offset and limit.

  • Get Approval Requests Paid Holiday

    Get Approval Requests Paid Holiday through the freee HR API.

  • Get Approval Requests Paid Holidays

    Get Approval Requests Paid Holidays through the freee HR API. Return one provider page using offset and limit.

  • Get Approval Requests Special Holiday

    特別休暇申請の取得

  • Get Approval Requests Special Holidays

    特別休暇申請一覧の取得

  • Get Approval Requests Work Time

    勤務時間修正申請の取得

  • Get Approval Requests Work Times

    勤務時間修正申請一覧の取得

  • Get Balance Sheet

    Return a freee Accounting balance sheet for a fiscal year or date range, with optional account, partner, item, section, or segment breakdowns.

  • Get Bank

    Get Bank using the official freee Accounting API operation.

  • Get Bonuses Employee Payroll Statement

    Call the official freee HR operation to get bonuses employee payroll statement.

  • Get Bonuses Employee Payroll Statements

    Call the official freee HR operation to get bonuses employee payroll statements.

  • Get Company

    Return one freee Accounting company's settings and fiscal years, and optionally include selected accounting reference lists.

  • Get Current Accounting User

    Return the connected freee Accounting user and company memberships; listed companies may still be outside the token's selected-company authorization boundary.

  • Get Current HR User

    Return the connected freee HR user, company memberships, HR roles, and linked employee IDs when available.

  • Get Accounting Deal

    Return one income or expense deal with journal details, payments, adjustments, attached receipt metadata, and optional receivable or payable accrual rows.

  • Get Deduction

    Get Deduction through the freee HR API.

  • Get Employee

    Get Employee through the freee HR API.

  • Get Employee Allowance Rules

    Call the official freee HR operation to get employee allowance rules.

  • Get Employee Bank Account Rule

    Call the official freee HR operation to get employee bank account rule.

  • Get Employee Basic Pay Rule

    Call the official freee HR operation to get employee basic pay rule.

  • Get Employee Deduction Rules

    Get Employee Deduction Rules through the freee HR API.

  • Get Employee Dependent Rules

    従業員の家族情報の取得

  • Get Employee Group Memberships

    Get Employee Group Memberships through the freee HR API. Return one provider page using offset and limit.

  • Get Employee Group Memberships By Employee Id

    Get Employee Group Memberships By Employee Id through the freee HR API. Return one provider page using offset and limit.

  • Get Employee Health Insurance Rule

    Get Employee Health Insurance Rule through the freee HR API.

  • Get Employee Profile Custom Fields Rule

    Get Employee Profile Custom Fields Rule through the freee HR API.

  • Get Employee Profile Rule

    Get Employee Profile Rule through the freee HR API.

  • Get Employee Time Clock

    Call the official freee HR operation to get employee time clock.

  • Get Employee Time Clocks

    Call the official freee HR operation to get employee time clocks.

  • Get Employee Time Clocks Available Types

    Call the official freee HR operation to get employee time clocks available types.

  • Get Employee Welfare Pension Insurance Rule

    従業員の厚生年金保険の取得

  • Get Employee Work Record

    Call the official freee HR operation to get employee work record.

  • Get Employee Work Record Summary

    Call the official freee HR operation to get employee work record summary.

  • Get Employees

    Get Employees through the freee HR API. Return one provider page using offset and limit.

  • Get Employees Attendance Tag Summaries

    勤怠タグ月次サマリの取得

  • Get Employees Attendance Tags

    Get Employees Attendance Tags through the freee HR API.

  • Get Employees Attendance Tags By Date

    Get Employees Attendance Tags By Date through the freee HR API.

  • Get Employees Special Holidays

    従業員の特別休暇一覧の取得

  • Get Expense Application

    Get Expense Application using the official freee Accounting API operation.

  • Get Expense Application Currency

    Get Expense Application Currency using the official freee Accounting API contract.

  • Get Expense Application Form

    Get Expense Application Form using the official freee Accounting API contract.

  • Get Expense Application Line Template

    経費科目の取得

  • Get HR Approval Flow Route

    Get one HR approval flow route and its approval steps from a freee company.

  • Get HR Approval Flow Routes

    List approval flow routes available to HR workflows in a freee company.

  • Get Invoice

    Get a current invoice by its freee Invoice API invoice ID. IDs from the retired freee Accounting invoices endpoint are not interchangeable.

  • Get Item

    Get Item using the official freee Accounting API contract.

  • Get Journal Report Status

    Get Journal Report Status using the official freee Accounting API operation.

  • Get Manual Journal

    Get Manual Journal using the official freee Accounting API operation.

  • Get Accounting Partner

    Return full details for one business partner in a freee Accounting company.

  • Get Payment Request

    Get Payment Request using the official freee Accounting API contract.

  • Get Purchase Request

    Get Purchase Request using the official freee Accounting API contract.

  • Get Purchase Request Form

    Get Purchase Request Form using the official freee Accounting API contract.

  • Get Quotation

    Get a current quotation by its freee Invoice API quotation ID. IDs from the retired freee Accounting quotations endpoint are not interchangeable.

  • Get Receipt

    Get Receipt using the official freee Accounting API operation.

  • Get Salaries Employee Payroll Statement

    給与明細の取得

  • Get Salaries Employee Payroll Statements

    給与明細一覧の取得

  • Get Tag

    Get Tag using the official freee Accounting API operation.

  • Get Tax Code

    Get Tax Code using the official freee Accounting API contract.

  • Get Transfer

    Get Transfer using the official freee Accounting API contract.

  • Get Trial Bs Three Years

    貸借対照表(３期間比較)の取得

  • Get Trial Bs Two Years

    貸借対照表(前年比較)の取得

  • Get Trial Cr

    製造原価報告書の取得

  • Get Trial Cr Sections

    製造原価報告書(部門比較)の取得

  • Get Trial Cr Segment 1 Tags

    製造原価報告書(セグメント１比較)の取得

  • Get Trial Cr Segment 2 Tags

    製造原価報告書(セグメント２比較)の取得

  • Get Trial Cr Segment 3 Tags

    製造原価報告書(セグメント３比較)の取得

  • Get Trial Cr Three Years

    製造原価報告書(３期間比較)の取得

  • Get Trial Cr Two Years

    製造原価報告書(前年比較)の取得

  • Get Trial Pl

    損益計算書の取得

  • Get Trial Pl Sections

    損益計算書(部門比較)の取得

  • Get Trial Pl Segment 1 Tags

    損益計算書(セグメント１比較)の取得

  • Get Trial Pl Segment 2 Tags

    損益計算書(セグメント２比較)の取得

  • Get Trial Pl Segment 3 Tags

    損益計算書(セグメント３比較)の取得

  • Get Trial Pl Three Years

    損益計算書(３期間比較)の取得

  • Get Trial Pl Two Years

    損益計算書(前年比較)の取得

  • Get User Matcher

    自動登録ルールの取得

  • Get Wallet Transaction

    Get Wallet Transaction using the official freee Accounting API contract.

  • Get Walletable

    Get Walletable using the official freee Accounting API operation.

  • Get Yearend Adjustment Employee

    Call the official freee HR operation to get yearend adjustment employee.

  • Get Yearend Adjustment Employees

    Call the official freee HR operation to get yearend adjustment employees.

  • List Accounting Account Items

    List or search the chart-of-accounts items available in a freee Accounting company.

  • List Accounting Sections

    List organizational sections configured in a freee Accounting company, optionally filtered by update date.

  • List Approval Flow Routes

    申請経路一覧の取得

  • List Approval Request Forms

    List Approval Request Forms using the official freee Accounting API operation.

  • List Approval Requests

    List Approval Requests using the official freee Accounting API operation.

  • List Banks

    List Banks using the official freee Accounting API operation.

  • List Companies

    List freee Accounting companies associated with the connected user; use a company-scoped call to confirm the selected token can access a listed company.

  • List Company Taxes

    List Company Taxes using the official freee Accounting API contract.

  • List Accounting Deals

    List income or expense deals in a freee Accounting company with date, settlement, partner, and account-item filters.

  • List Employees

    List one cursor-paginated page of current and former employees in a freee HR company; requires a company administrator and does not require monthly payroll setup.

  • List Expense Application Currencies

    List Expense Application Currencies using the official freee Accounting API contract.

  • List Expense Application Line Templates

    経費科目一覧の取得

  • List Expense Applications

    List Expense Applications using the official freee Accounting API operation.

  • List Fixed Assets

    List Fixed Assets using the official freee Accounting API contract.

  • List Form Selectables

    List Form Selectables using the official freee Accounting API contract.

  • List General Ledgers

    List General Ledgers using the official freee Accounting API operation.

  • List HR Allowances

    List configured allowance types in a freee HR company, optionally filtered by frequency and active status.

  • List HR Deductions

    List configured deduction types in a freee HR company, optionally filtered by frequency and active status.

  • List HR Groups

    List the organizational groups and hierarchy configured in a freee HR company.

  • List HR Positions

    List job positions configured in a freee HR company, including their IDs, codes, and names.

  • List Invoices

    List current invoices from the freee Invoice API. This does not use the retired freee Accounting invoices endpoint.

  • List Items

    List Items using the official freee Accounting API contract.

  • List Manual Journals

    List Manual Journals using the official freee Accounting API operation.

  • List Accounting Partners

    List or search non-archived business partners in a freee Accounting company, returning one bounded page per call.

  • List Payment Requests

    List Payment Requests using the official freee Accounting API contract.

  • List Purchase Request Forms

    List Purchase Request Forms using the official freee Accounting API contract.

  • List Purchase Requests

    List Purchase Requests using the official freee Accounting API contract.

  • List Quotations

    List current quotations from the freee Invoice API. This does not use the retired freee Accounting quotations endpoint.

  • List Receipts

    List Receipts using the official freee Accounting API operation.

  • List Segment Tags

    セグメントタグ一覧の取得

  • List Tags

    List Tags using the official freee Accounting API operation.

  • List Tax Codes

    List Tax Codes using the official freee Accounting API contract.

  • List Transfers

    List Transfers using the official freee Accounting API contract.

  • List User Matchers

    自動登録ルール一覧の取得

  • List Users

    事業所に所属するユーザー一覧の取得

  • List Wallet Transactions

    List Wallet Transactions using the official freee Accounting API contract.

  • List Walletables

    List Walletables using the official freee Accounting API operation.

  • Post Yearend Adjustment Housing Loan

    Call the official freee HR operation to post yearend adjustment housing loan.

  • Post Yearend Adjustment Insurances

    Call the official freee HR operation to post yearend adjustment insurances.

  • Put Yearend Adjustment Dependents

    Call the official freee HR operation to put yearend adjustment dependents.

  • Put Yearend Adjustment Employee

    Call the official freee HR operation to put yearend adjustment employee.

  • Put Yearend Adjustment Housing Loan

    Call the official freee HR operation to put yearend adjustment housing loan.

  • Put Yearend Adjustment Housing Loan Deduction

    Call the official freee HR operation to put yearend adjustment housing loan deduction.

  • Put Yearend Adjustment Insurances

    Call the official freee HR operation to put yearend adjustment insurances.

  • Put Yearend Adjustment Payroll And Bonus

    Call the official freee HR operation to put yearend adjustment payroll and bonus.

  • Put Yearend Adjustment Previous Job

    Call the official freee HR operation to put yearend adjustment previous job.

  • Update Account Item

    勘定科目の更新

  • Update Accounting Section

    Update Accounting Section using the official freee Accounting API contract.

  • Update Approval Request

    Update Approval Request using the official freee Accounting API operation.

  • Update Approval Requests Monthly Attendance

    Update a monthly-attendance request after it has been returned with feedback. To edit an approved request, first use force_feedback on its approval action.

  • Update Approval Requests Overtime Work

    Update an overtime-work request after it has been returned with feedback. To edit an approved request, first use force_feedback on its approval action.

  • Update Approval Requests Paid Holiday

    Update a paid-holiday request after it has been returned with feedback. To edit an approved request, first use force_feedback on its approval action.

  • Update Approval Requests Special Holiday

    Update a special-holiday request after it has been returned with feedback. To edit an approved request, first use force_feedback on its approval action.

  • Update Approval Requests Work Time

    Update a work-time correction request after it has been returned with feedback. To edit an approved request, first use force_feedback on its approval action.

  • Update Current User

    ログインユーザーの更新

  • Update Deal

    取引（収入・支出）の更新

  • Update Deal Payment

    取引（収入・支出）の支払行の更新

  • Update Deal Renew

    Update Deal Renew using the official freee Accounting API operation.

  • Update Employee

    Update Employee through the freee HR API.

  • Update Employee Allowance Rules

    Call the official freee HR operation to update employee allowance rules.

  • Update Employee Bank Account Rule

    Call the official freee HR operation to update employee bank account rule.

  • Update Employee Basic Pay Rule

    Call the official freee HR operation to update employee basic pay rule.

  • Update Employee Deduction Rules

    Update Employee Deduction Rules through the freee HR API.

  • Update Employee Health Insurance Rule

    Update Employee Health Insurance Rule through the freee HR API.

  • Update Employee Payroll Statement Remark

    給与明細の備考の更新

  • Update Employee Profile Rule

    Update Employee Profile Rule through the freee HR API.

  • Update Employee Welfare Pension Insurance Rule

    従業員の厚生年金保険の更新

  • Update Employee Work Record

    Update an employee's daily work record. freee rejects changes after the corresponding month summary has been finalized.

  • Update Employee Work Record Summary

    Call the official freee HR operation to update employee work record summary.

  • Update Employees Attendance Tag Summaries

    勤怠タグ月次サマリの更新

  • Update Employees Attendance Tags

    Replace an employee's attendance tags for a date. freee rejects changes after the corresponding month summary has been finalized.

  • Update Expense Application

    Update Expense Application using the official freee Accounting API operation.

  • Update Expense Application Currency

    Update Expense Application Currency using the official freee Accounting API contract.

  • Update Expense Application Form

    Update Expense Application Form using the official freee Accounting API contract.

  • Update Expense Application Line Template

    経費科目の更新

  • Update Expense Application Parent Requests

    Link an approved general request to an in-progress or approved expense application, or unlink the current request by sending parent_id as null.

  • Update HR Group

    Update an existing organizational group in a freee HR company. The supplied name replaces the existing name. Code must be supplied explicitly: pass a string to set or preserve the code, or null to clear it.

  • Update Item

    Update Item using the official freee Accounting API contract.

  • Update Manual Journal

    Update Manual Journal using the official freee Accounting API operation.

  • Update Accounting Partner

    Update the name, availability, and common contact fields of an existing freee Accounting partner.

  • Update Partner By Code

    Update Partner By Code using the official freee Accounting API operation.

  • Update Payment Request

    Update Payment Request using the official freee Accounting API contract.

  • Update Position

    役職の更新

  • Update Purchase Request

    Update Purchase Request using the official freee Accounting API contract.

  • Update Receipt

    Update Receipt using the official freee Accounting API operation.

  • Update Segment Tag

    セグメントタグの更新

  • Update Tag

    Update Tag using the official freee Accounting API operation.

  • Update Transfer

    Update Transfer using the official freee Accounting API contract.

  • Update User Matcher

    自動登録ルールの更新

  • Update Walletable

    Update Walletable using the official freee Accounting API operation.

  • Upsert Account Item By Code

    勘定科目の更新（存在しない場合は作成）

  • Upsert Accounting Section By Code

    Upsert Accounting Section By Code using the official freee Accounting API contract.

  • Upsert Item By Code

    Upsert Item By Code using the official freee Accounting API contract.

  • Upsert Partner By Code

    Upsert Partner By Code using the official freee Accounting API operation.

  • Upsert Segment Tag By Code

    セグメントタグの更新（作成）

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Sounds like you, not like a bot

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Plugs into the stack you already use

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Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

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Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in freee, and keeps the momentum going — even at 2am.

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How to connect freee to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find freee in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for freee.

  3. 3

    Hit "Connect"

    Click "Connect freee" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in freee

    Build a quick AI Agent (it's like writing instructions, not code), and pick the freee actions you want your AI to handle.

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    Send it a real-world task and watch your AI take care of freee for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your freee workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other freee users had before signing up

Do I need to know how to code?

Not even a little. If you can use freee today, you can set this up. You'll connect freee, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your freee login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect freee or delete everything any time.

What happens when freee updates their app?

We handle it. When freee adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting freee takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like freee — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About freee on FormWise

Read freee Accounting and HR data, and manage Accounting partners and HR organizational groups.

Connect freee once and your FormWise AI gets 267 things it can do inside it. That means your AI can handle the freee work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to freee? Take a look at www.freee.co.jp.

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Stop doing the freee work yourself

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