マネーフォワード List of Products and Services

This document is a collection of case studies on the implementation of "Money Forward Cloud" for the manufacturing industry. It provides detailed information on the processes and effects of solving challenges through the introduction of various systems such as cloud accounting, cloud accounts payable, and cloud payroll. This book is useful for those aiming to improve the efficiency of back-office operations, so please take a moment to read it. [Contents] ■ Case studies on the implementation of Cloud Accounting Plus ■ Case studies on the implementation of Cloud Accounts Payable ■ Case studies on the implementation of Cloud Expenses and Cloud Accounts Payable ■ Case studies on the implementation of Cloud Payroll ■ Case studies on the implementation of Cloud Contracts *For more details, please download the PDF or feel free to contact us.

• Accounting Management System
• Accounts Receivable Management System
• Expense settlement system

This document is an explanatory material summarizing case studies of five successful companies that have achieved efficiency in their accounting operations. It clearly presents common issues in business flows, such as the burden of confirming application details and the lack of transparency in approval statuses, along with points for resolution. If you are interested in improving expense reimbursement and invoice processing, please take a moment to read it. [Contents] ■ Introduction ■ Common issues in business flows ■ Case studies from various companies ■ Points for resolving issues ■ Introduction to cloud services *For more details, please download the PDF or feel free to contact us.

• Expense settlement system
• Accounting Agency

This document is a case study collection for the construction and real estate industry regarding "Money Forward Cloud." It specifically introduces the challenges before the implementation of various systems such as cloud debt payment and cloud accounting, the deciding factors for implementation, and the effects after implementation. We encourage you to read it as a reference for paperless back-office operations and improving business efficiency. 【Contents】 ■ Case studies on cloud debt payment implementation ■ Case studies on cloud accounting and cloud fixed assets implementation ■ Case studies on cloud accounting, expenses, attendance, and payroll implementation ■ Case study 1 on cloud contracts implementation ■ Case study 2 on cloud contracts implementation *For more details, please download the PDF or feel free to contact us.

• Accounts Receivable Management System
• Accounting Management System

This document is a service material summarizing the overview and features of "Money Forward AI-BPO." We provide highly productive BPO services powered by AI, supporting the transition to a faster, more accurate, and optimized accounting system. Please make use of this when considering outsourcing your accounting operations. 【Contents】 ■ Background and Challenges ■ Strengths of Money Forward AI-BPO ■ Money Forward AI-BPO ■ Security and Governance System ■ Document Introduction *For more details, please download the PDF or feel free to contact us.

• Accounting Agency

This document is a service material that provides a detailed explanation of "Money Forward AI Cowork." It includes a wealth of information on the architecture that balances flexibility and reliability, as well as examples of agents that support AI Cowork. If you are considering streamlining your back-office operations with the power of AI, please take a moment to read it. 【Contents】 ■ Background and Challenges ■ Strengths of Money Forward AI ■ Money Forward AI Cowork ■ Examples of Agents Supporting Money Forward AI Cowork ■ Security and Governance Structure ■ Document Introduction *For more details, please download the PDF or feel free to contact us.

• Accounting Agency

This document is an introduction summarizing various services of "Money Forward AI." It covers the challenges faced by Japanese back offices, our strengths, and advanced services developed based on AI. We highly recommend this book to those considering the streamlining and labor-saving of back office operations. 【Contents (partial)】 ■ Background and Challenges ■ Strengths of Money Forward AI ■ Money Forward AI Cowork ■ Money Forward AI-BPO ■ AI Native Services *For more details, please download the PDF or feel free to contact us.

• Accounting Agency

"Money Forward Cloud Receivables Management" is a service that broadly covers everything from payment reconciliation and balance management to overdue collection management. It automates the matching process of payment data from financial institutions, and the more you use it, the higher the automatic matching rate becomes. AI also determines irregular cases that arise from client interactions and suggests reconciliation candidates, eliminating the need for skilled manual work. [Features] ■ The more you use it, the higher the automatic matching rate due to machine learning ■ Can automatically link and match even with multiple invoices or installment payments ■ Easily outputs various receivables management reports ■ Supports everything from Japan-specific business practices to subscription businesses ■ Easily integrates with existing sales management systems and accounting systems *For more details, please download the PDF or feel free to contact us.

• Accounts Receivable Management System

"Omikase Billing Collection" is a service that supports the entire billing process tailored to your business operations. We conduct detailed interviews to understand your existing workflow and build an appropriate dedicated operation. In addition to standard responses, we accommodate unique requirements, creating an environment where you can focus on your core business, thereby contributing to increased efficiency and improved quality. [Features] ■ Outsourcing of invoice issuance operations realized through custom solutions ■ Expanding payment options to maximize customer convenience in payments ■ Accurate and swift payment reconciliation achieved through a hybrid of automated and manual processes ■ Completion of accounting process automation through system integration *For more details, please download the PDF or feel free to contact us.

• Invoicing system

"Money Forward Cloud Invoice" is a service that reduces the hassle and cost of creating and sending various documents such as delivery notes and payment notifications. With its flexible data integration capabilities, you can import document data and client master information without modifying your core systems. It allows for usage with reduced operational burden, as dedicated personnel handle inquiries and email address collection, alleviating the workload on-site. [Features] - Supports the issuance and sending of various documents - Can be integrated flexibly with core systems, allowing operations to start without modifications - Migration support services minimize on-site burden - Minimizes the hassle of receiving invoices from clients *For more details, please download the PDF or feel free to contact us.

• Invoicing system

"Money Forward Cloud Expenses" is a service that reduces the burden and costs for employees and applicants. It prevents errors from manual input by automatically retrieving details and receipts, and it automatically calculates transportation expenses through route searches. Since it complies with the Electronic Bookkeeping Preservation Act, there is no need to store original documents, contributing to cost reductions in filing, searching for documents, and printing expenses. [Features] - Streamlines application and checks without manual input - Reduces physical management burden by eliminating the need for original documents - Further enhances efficiency in accounting tasks through integration with accounting software - Reduces application errors through automation *For more details, please download the PDF or feel free to contact us.

• Expense settlement system

"Money Forward Cloud Debt Payment" is a system that centrally manages everything from pre-application and invoice receipt to accounting and transfer processing. It widely accommodates various methods of receipt that have diversified with digitization. Data can be digitized according to desired operations, such as postal mail, email attachments, and receipt agency. Furthermore, to reduce the hassle and errors of manual input, it is equipped with a function that automatically reads items, allowing for quick responses even when sudden invoice processing occurs. 【Features】 ■ Digitizes invoices by combining multiple receipt methods ■ Reduces manual input hassle and errors with AI-OCR ■ Completes various applications, such as order and purchase requests, within the same system, aside from payments ■ One-click transfer requests through API integration with banks *For more details, please download the PDF or feel free to contact us.

• Accounts Receivable Management System

"Money Forward Cloud Individual Cost" is a service that supports a series of tasks from project application to report creation. The input of project and employee-specific working hours, which can easily become a burden for employees, becomes stress-free with an easy-to-use interface. By reducing input errors, it cuts down the time required to collect accurate working hour data, enabling swift monthly financial closing. 【Features】 ■ Collect working hour data without putting a burden on employees ■ Quickly gather all costs related to projects through data linkage ■ Automate complex indirect cost allocation with a variety of allocation criteria ■ Visualize the latest project costs, essential for management decisions *For more details, please download the PDF or feel free to contact us.

• Cost management and cost estimation software

"Money Forward Cloud Fixed Assets" is a cloud-based fixed asset management system that allows for the management of multiple ledgers. It is equipped with user-friendly features not only for accounting personnel but also for those in general affairs and IT departments who manage physical assets. With an easy-to-understand interface that includes photos, anyone in the company can easily access fixed asset information such as images and supporting documents. [Features] ■ Centralized management of asset information ■ Functions that support tax declarations ■ Integration with accounting systems ■ Reliable internal control compliance *For more details, please download the PDF or feel free to contact us.

• Fixed Asset Management System

"Money Forward Cloud Accounting Plus" is accounting software that improves data accuracy and operational efficiency by reducing manual tasks. It supports API integration with systems related to surrounding operations such as receivables management and expense management, as well as with other companies' systems. Additionally, it connects with over 2,300 financial-related services to automatically generate journal entry suggestions. This reduces transcription errors and the hassle of manual input, supporting management decisions based on accurate financial data. [Features] ■ Achieves faster closing through automation of journal entry creation ■ Enables multifaceted analysis with a wealth of master data and reports ■ Addresses internal controls with journal entry approval and authority management *For more details, please download the PDF or feel free to contact us.

• Accounting Management System

"Money Forward Cloud Accounting Plus" is accounting software that improves data accuracy and streamlines operations by reducing manual tasks through data integration. It connects with systems for surrounding operations such as receivables management and expense management, as well as APIs from other companies, and integrates with over 2,300 financial-related services to automatically create journal entry suggestions. This reduces transcription errors and the effort required for data entry. It supports internal controls with features for journal entry application and approval, as well as authority settings, making it safe for use by publicly listed companies and those preparing for IPOs. The retention of history facilitates smooth audit responses and reduces the workload for accounting personnel. [Features] ■ Streamlines daily accounting operations through data integration and automation ■ Achieves faster closing through automation of journal entry creation ■ Enables multifaceted analysis with a wealth of master data and reports ■ Supports internal controls with journal entry approval and authority management *For more details, please refer to the related links or feel free to contact us.

• Accounting Management System

"Money Forward Cloud ERP" is a component-based cloud ERP that allows you to use a combination of systems. It seamlessly integrates the entire back office, from accounting to human resources, automating tedious manual tasks. You can start with just one necessary system and rearrange it as your company grows. It can also integrate with other systems such as SFA/CRM, sales management, and inventory/purchasing management, enabling overall system optimization while leveraging the systems you currently use. [Features] - Enables paperless telework - Complies with legal systems such as the Electronic Bookkeeping Preservation Act and the Invoice System - Flexible integration between systems with abundant APIs - Reliable internal control compliance - Cloud-based, allowing for quick and cost-effective implementation *For more details, please refer to the related links or feel free to contact us.

• ERP (core system)

"Money Forward Cloud Expenses" is an expense reimbursement system that reduces the burden on employees and applicants while cutting costs. It prevents input errors through automatic retrieval of details/receipts and OCR input. Transportation costs can be automatically calculated and applied for using route search, and it supports flexible workflow settings and operations. Compliance with the Electronic Bookkeeping Act eliminates the need for original document storage. It reduces the hassle of filing and searching for documents, thereby cutting costs such as paper and printing expenses. [Features] ■ Prevents input errors through automatic retrieval of details/receipts and OCR input ■ Automatically calculates and applies for transportation costs using route search ■ Supports flexible workflow settings and operations ■ Compliance with the Electronic Bookkeeping Act eliminates the need for original document storage ■ Reduces the hassle of filing and searching for documents ■ Cuts costs such as paper and printing expenses *For more details, please refer to the related links or feel free to contact us.

• addition
• Cost management and cost estimation software