Manageboard Launches AI Agent "Performance Analysis Agent"

Money Forward Consulting Co., Ltd., a group company of Money Forward, Inc., has launched the AI agent "Performance Analysis Agent" within its management platform, 『Manageboard』. This agent automates the detailed aggregation of account items, which was previously performed manually, significantly streamlining monthly closing operations and supporting faster management decision-making.

The "Performance Analysis Agent" is an AI agent that streamlines the creation of monthly closing documents, reporting to management, and monthly review tasks for clients, performed by corporate accounting staff, management planning staff, and accounting firm personnel. On the general ledger screen, the AI automatically analyzes vast amounts of journal entry data with a single click, displaying categorized breakdowns and aggregated results.

This significantly reduces the time previously spent on aggregation work, allowing staff to focus on analysis and improvement proposals, which are their core responsibilities.

URL: https://biz.moneyforward.com/ai-agent/ai-business-management/journal-analysis/

■ Features of "Performance Analysis Agent"

1. One-click automatic classification and aggregation

By simply clicking the "Analyze with AI" button on the general ledger screen, the AI reads and analyzes department information and text in the description field of journal entries. Even variations in notation and irregular descriptions that are difficult to judge with rule-based systems are contextually interpreted by the AI, which then lists amounts and counts by category along with their composition ratios.

2. Automatic generation of factor analysis comments

In addition to data aggregation, the AI automatically generates comments summarizing analysis results and trends. This allows for smooth responses, based on evidence provided by the AI, when questions arise about the breakdown or fluctuation factors of specific accounts during management meetings.

3. Standardization of analysis quality and elimination of reliance on individuals

Traditionally, the classification and aggregation of journal entries depended on the knowledge and experience of individual staff members. The AI automates this process with consistent standards, ensuring uniform analysis quality regardless of staff changes or handovers, thereby eliminating reliance on individuals.

■ Background of Provision

In a rapidly changing business environment, quick management decisions based on comparisons between budgets and actual results are crucial. However, the aggregation of actual data, which forms the basis for these decisions, involves manual verification of vast amounts of journal entries and spreadsheet operations, placing a significant burden on staff. Such manual aggregation leads to reliance on individuals and is a source of errors. Furthermore, being unable to provide immediate answers to sudden questions from management, requiring subsequent investigation and reporting, can lead to delays in management decisions.

This agent solves these challenges through its AI-powered automatic aggregation and analysis functions. Moving forward, we plan to sequentially implement multi-faceted analysis functions, such as time-point comparisons.

We will continue to provide AI agents across a wide range of back-office domains and evolve our products into autonomous AI-driven solutions, contributing to users' business growth through operational automation.

■ Special Website

・"Money Forward Cloud with AI"

URL: https://biz-ai.moneyforward.com/

・About AI Agents provided by Money Forward

URL: https://biz.moneyforward.com/ai-agent/

■ About the Management Platform 『Manageboard』

『Manageboard』 is a cloud-based management platform that enables budget formulation and forecast-actual analysis, simultaneously achieving "flexible management to navigate change" and "planned management for goal achievement." It offers financial planning functions that link data from the three financial statements (PL/BS/CF), as well as the ability to formulate non-financial plans such as KPIs. Furthermore, through various integrations with accounting software, it can generate forecast-actual analysis reports in minutes.

URL: https://service.manageboard.jp/

■ About Money Forward Consulting Co., Ltd.

Name: Money Forward Consulting Co., Ltd.

Location: msb Tamachi Tamachi Station Tower S 21F, 3-1-21 Shibaura, Minato-ku, Tokyo

Representative: Hirofumi Shimauchi, Representative Director CEO

Business Activities: Provision of SaaS and consulting services in the management domain

URL: https://corp.moneyforwardconsulting.com/

■ About Money Forward, Inc.

Name: Money Forward, Inc.

Location: msb Tamachi Tamachi Station Tower S 21F, 3-1-21 Shibaura, Minato-ku, Tokyo

Representative: Yosuke Tsuji, Representative Director President Group CEO

Established: May 2012

Business Activities: Platform service business

URL: https://corp.moneyforward.com/

*Company names, product/service names (including logos) mentioned are trademarks or registered trademarks of their respective owners.