Add Money Forward to your AI agent
Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports.
- Things your agent can do in Money Forward
- 23
Things your AI can do in Money Forward
Your FormWise AI can handle any of these in Money Forward — on its own, without you needing to click a button.
Create Journal
Create and persist an accounting journal with one to 300 debit and credit lines. This action changes the connected Cloud Accounting ledger. On create, Money Forward appends a newline and the OAuth application name to memo; leave room within the 200-character input limit and trust the returned memo as the persisted value.
Create Trade Partners
Create and persist one or more Cloud Accounting trade-partner master records in one batch. A successful call has a persistent side effect; the approved API surface provides no operation to update or delete these records.
Create Transactions
Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service. New transactions can take a short time to appear in filtered transaction lists.
Create Vouchers
Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal. A successful call stores the uploaded evidence; the documented vouchers API can detach a voucher from a journal but does not provide an operation to delete the stored file.
Delete Journal
Permanently delete one Money Forward Cloud Accounting journal by ID. Back up the journal before deletion; if it is linked to a transaction, that transaction becomes excluded.
Detach Voucher From Journal
Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file.
Get Account Balance Trends
Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Get Journal
Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.
Get Accounting Office
Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.
Get Tenant
Return the code and name of the Money Forward business tenant authorized by the connected account.
Get Trial Balance
Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Journalize Transaction
Create and persist a journal from one Money Forward transaction using the supplied account classification. This compound operation also irreversibly changes the source transaction's journalizing state.
Show 11 more things it can do
List Accessible Accounting Offices
List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.
List Accounts
List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.
List Connected Accounts
List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.
List Departments
List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.
List Journals
Return one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction IDs, or realization status. Use page and the returned total_pages value to continue through the results.
List Sub-Accounts
List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.
List Tax Categories
List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.
List Term Settings
Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.
List Trade Partners
List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.
List Transactions
Return one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status, and ordering filters. Use page and the returned total_pages value to continue through the results. Newly created transactions can take a short time to appear in filtered lists.
Update Journal
Replace an existing accounting journal's writable fields. This is a full replacement: writable fields omitted from the journal body are overwritten rather than preserved.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
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.
What you can do once Money Forward is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Money Forward, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Money Forward for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Money Forward work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Money Forward to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Money Forward in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Money Forward.
- 3
Hit "Connect"
Click "Connect Money Forward" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Money Forward
Build a quick AI Agent (it's like writing instructions, not code), and pick the Money Forward actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Money Forward for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Money Forward 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 Money Forward users had before signing up
Do I need to know how to code?
Not even a little. If you can use Money Forward today, you can set this up. You'll connect Money Forward, 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 Money Forward 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 Money Forward or delete everything any time.
What happens when Money Forward updates their app?
We handle it. When Money Forward 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 Money Forward 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 Money Forward — 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 Money Forward on FormWise
Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports.
Connect Money Forward once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Money Forward 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 Money Forward? Take a look at biz.moneyforward.com/accounting.
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Stop doing the Money Forward work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.