'Money Forward Cloud Accounting Plus' Launches 'AI Custom Report Builder Agent'
Money Forward, Inc. has introduced an AI agent that instantly generates analytical reports from natural language chat instructions, significantly reducing manual workloads for accounting verification and management reporting.
📋 Article Processing Timeline
- 📰 Published: April 28, 2026 at 00:00
- 🔍 Collected: April 27, 2026 at 15:32
- 🤖 AI Analyzed: April 28, 2026 at 01:18 (9h 46m after Collected)
Money Forward, Inc. is launching the 'AI Custom Report Builder Agent' for its 'Money Forward Cloud Accounting Plus' software. This agent instantly generates analytical reports based on chat instructions, greatly reducing the man-hours required for report creation and anomaly detection after monthly closings.
The 'AI Custom Report Builder Agent' allows users to give natural language instructions on the data they want to see, and the AI will generate the analytical report instantly. If information is insufficient, the AI autonomously asks questions or suggests candidates, allowing users to customize reports through dialogue. Created and saved reports can be shared internally or reused. It also supports detailed confirmation via drill-down functions and downloads in CSV format.
*1: This agent and its features are paid options for 'Money Forward Cloud Accounting Plus'. Current users should contact their representative, and those considering new implementation can inquire via the provided form.
*2: Money Forward has completed patent application procedures for the 'AI Custom Report Builder Agent'.
The provision of this agent strongly supports tasks that were heavy burdens for accounting personnel, such as verification work after monthly closings, report creation for management, and detection of abnormal values.
### Features of 'AI Custom Report Builder Agent'
- **Instant Report Generation via Chat**: AI generates reports from natural language instructions. It supports cross-tabulation of three master axes and period comparisons of up to five fiscal years. Complex report creation, which previously required manual spreadsheet processing—such as 'Monthly trends by account and department for 3 periods' or 'Prior-year comparison of department PL with variance rates'—can now be completed on the cloud. Generated reports can also be manually adjusted later for parameters like axes and filters.
- **Faster Root Cause Investigation via Drill-down to Journal Entries**: Direct drill-down from generated reports to individual journal entries is possible. This speeds up root cause investigation for abnormal values and smoothes the verification of evidence during audits and reviews.
- **Ensuring Reliability in Accounting Data**: AI only handles report structure proposals (selecting row/column axes, filter conditions, etc.) and does not generate or process numerical data. All numerical values on the report are results of calculations based on actual journal data. This eliminates the risk of AI outputting incorrect information and allows for analysis and reporting based on accurate financial data.
### Background of Provision
In monthly closings, accounting personnel need to analyze vast amounts of journal data and create reports conducive to management decisions. Traditionally, these were often manually compiled from scratch using spreadsheet software, requiring significant effort to match complex conditions like 'Account x Department x Counterparty' or search for journals causing abnormal values. Consequently, they were overwhelmed by report creation and lacked time for actual analysis.
By providing this agent to address these challenges, accounting personnel can instantly create necessary reports just by giving natural language instructions and quickly dive deep into concerning figures. In the future, we plan to add features for automatic detection and root cause identification of anomalies like sudden spikes, drops, or stagnations. We will further evolve functions so that AI supports the entire flow from monthly report creation to financial analysis, accelerating management decision-making.
The 'AI Custom Report Builder Agent' allows users to give natural language instructions on the data they want to see, and the AI will generate the analytical report instantly. If information is insufficient, the AI autonomously asks questions or suggests candidates, allowing users to customize reports through dialogue. Created and saved reports can be shared internally or reused. It also supports detailed confirmation via drill-down functions and downloads in CSV format.
*1: This agent and its features are paid options for 'Money Forward Cloud Accounting Plus'. Current users should contact their representative, and those considering new implementation can inquire via the provided form.
*2: Money Forward has completed patent application procedures for the 'AI Custom Report Builder Agent'.
The provision of this agent strongly supports tasks that were heavy burdens for accounting personnel, such as verification work after monthly closings, report creation for management, and detection of abnormal values.
### Features of 'AI Custom Report Builder Agent'
- **Instant Report Generation via Chat**: AI generates reports from natural language instructions. It supports cross-tabulation of three master axes and period comparisons of up to five fiscal years. Complex report creation, which previously required manual spreadsheet processing—such as 'Monthly trends by account and department for 3 periods' or 'Prior-year comparison of department PL with variance rates'—can now be completed on the cloud. Generated reports can also be manually adjusted later for parameters like axes and filters.
- **Faster Root Cause Investigation via Drill-down to Journal Entries**: Direct drill-down from generated reports to individual journal entries is possible. This speeds up root cause investigation for abnormal values and smoothes the verification of evidence during audits and reviews.
- **Ensuring Reliability in Accounting Data**: AI only handles report structure proposals (selecting row/column axes, filter conditions, etc.) and does not generate or process numerical data. All numerical values on the report are results of calculations based on actual journal data. This eliminates the risk of AI outputting incorrect information and allows for analysis and reporting based on accurate financial data.
### Background of Provision
In monthly closings, accounting personnel need to analyze vast amounts of journal data and create reports conducive to management decisions. Traditionally, these were often manually compiled from scratch using spreadsheet software, requiring significant effort to match complex conditions like 'Account x Department x Counterparty' or search for journals causing abnormal values. Consequently, they were overwhelmed by report creation and lacked time for actual analysis.
By providing this agent to address these challenges, accounting personnel can instantly create necessary reports just by giving natural language instructions and quickly dive deep into concerning figures. In the future, we plan to add features for automatic detection and root cause identification of anomalies like sudden spikes, drops, or stagnations. We will further evolve functions so that AI supports the entire flow from monthly report creation to financial analysis, accelerating management decision-making.