'Money Forward Cloud Consolidated Accounting' Launches 'Data Integration Add-in for Excel'
Money Forward has released an Excel Add-in for its Cloud Consolidated Accounting software. This allows enterprise users to retrieve and update consolidated financial data directly in Excel, enhancing analysis and integration with Microsoft 365 Copilot.
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- 📰 Published: April 1, 2026 at 00:00
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Money Forward, Inc. has launched the 'Data Integration Add-in for Excel' (hereinafter 'Excel Add-in') for 'Money Forward Cloud Consolidated Accounting,' allowing users to retrieve and update consolidated financial data directly in Excel. This feature enables seamless analysis and document creation starting from the familiar Excel interface, supporting advanced decision-making for enterprise companies.
The 'Excel Add-in' is a feature that allows users to directly retrieve consolidated accounting data from 'Money Forward Cloud Consolidated Accounting' into Excel. Developed utilizing Microsoft's Office Add-in platform, it provides an environment where accurate business data can be quickly retrieved and utilized. Because it can be naturally incorporated into existing Excel templates and analysis workflows, it facilitates smooth reporting and drill-down investigations. Furthermore, by combining it with generative AI features such as Microsoft 365 Copilot, processes from data retrieval to analysis and documentation can be streamlined.
Moving forward, 'Money Forward Cloud Consolidated Accounting' will continue to strengthen its integration with business tools like Microsoft 365 to expand a data utilization experience optimized for the business environments of enterprise companies.
Please check the details of this feature here.
URL: https://biz.moneyforward.com/support/consolidated-accounting/guide/excel-add-in01.html
## Comment from Mr. Tadashi Okazaki, Managing Executive Officer, General Manager of Cloud & AI Solutions Business Division, Microsoft Japan Co., Ltd.
We sincerely welcome the launch of the Data Integration Add-in for Excel in 'Money Forward Cloud Consolidated Accounting'.
For the many companies that use Microsoft 365 and Excel on a daily basis, this feature realizes an environment where the retrieval, analysis, and reporting of consolidated accounting data can be done seamlessly. Furthermore, integration with Microsoft's AI technology will elevate business management and decision-making processes, guiding corporate decision-making to the next stage.
Microsoft Japan will continue to strengthen the integration between Microsoft products, including Microsoft 365 and Microsoft 365 Copilot, and the various services of 'Money Forward Cloud,' to jointly support corporate business transformation and value creation through the use of data and AI.
## Features of the 'Excel Add-in'
- Authentication and direct retrieval of consolidated data within Excel
Various data and master data, such as consolidated trial balances, segment trial balances, and cash flow trial balances, can be retrieved directly from Excel. It is also possible to retrieve data for multiple periods at once.
- Flexible data placement and condition saving
Data can be placed starting from any cell in Excel, allowing existing templates and macros to be...
The 'Excel Add-in' is a feature that allows users to directly retrieve consolidated accounting data from 'Money Forward Cloud Consolidated Accounting' into Excel. Developed utilizing Microsoft's Office Add-in platform, it provides an environment where accurate business data can be quickly retrieved and utilized. Because it can be naturally incorporated into existing Excel templates and analysis workflows, it facilitates smooth reporting and drill-down investigations. Furthermore, by combining it with generative AI features such as Microsoft 365 Copilot, processes from data retrieval to analysis and documentation can be streamlined.
Moving forward, 'Money Forward Cloud Consolidated Accounting' will continue to strengthen its integration with business tools like Microsoft 365 to expand a data utilization experience optimized for the business environments of enterprise companies.
Please check the details of this feature here.
URL: https://biz.moneyforward.com/support/consolidated-accounting/guide/excel-add-in01.html
## Comment from Mr. Tadashi Okazaki, Managing Executive Officer, General Manager of Cloud & AI Solutions Business Division, Microsoft Japan Co., Ltd.
We sincerely welcome the launch of the Data Integration Add-in for Excel in 'Money Forward Cloud Consolidated Accounting'.
For the many companies that use Microsoft 365 and Excel on a daily basis, this feature realizes an environment where the retrieval, analysis, and reporting of consolidated accounting data can be done seamlessly. Furthermore, integration with Microsoft's AI technology will elevate business management and decision-making processes, guiding corporate decision-making to the next stage.
Microsoft Japan will continue to strengthen the integration between Microsoft products, including Microsoft 365 and Microsoft 365 Copilot, and the various services of 'Money Forward Cloud,' to jointly support corporate business transformation and value creation through the use of data and AI.
## Features of the 'Excel Add-in'
- Authentication and direct retrieval of consolidated data within Excel
Various data and master data, such as consolidated trial balances, segment trial balances, and cash flow trial balances, can be retrieved directly from Excel. It is also possible to retrieve data for multiple periods at once.
- Flexible data placement and condition saving
Data can be placed starting from any cell in Excel, allowing existing templates and macros to be...