MoneyForward Cloud Accounting Begins Integration with Remote MCP Server and Microsoft 365 Copilot Cowork

MoneyForward, Inc. has announced the integration of its MoneyForward Cloud Accounting with Microsoft 365 Copilot Cowork via the Remote Model Context Protocol (MCP) Server (hereinafter, MCP Server).

To date, MoneyForward has provided the MCP Server and advanced integrations with AI tools such as Cursor and Claude to support enterprise data utilization and operational efficiency in the generative AI era※1. With the general release of Microsoft 365 Copilot Cowork, MoneyForward now supports it as a new MCP client. This integration enables seamless data synchronization from MoneyForward Cloud Accounting to applications such as Excel and PowerPoint.

※1 MoneyForward Cloud Accounting Begins Offering Remote MCP Server Across All Plans (Published March 26, 2026)

Background

In back-office operations, including accounting firms, Microsoft 365 applications such as Excel and PowerPoint are widely used. However, challenges have existed in integrating accounting data with Microsoft 365 tools due to difficulties in cross-system connectivity.

With the addition of the MoneyForward Cloud Accounting plugin to the Microsoft 365 Copilot Cowork marketplace, users can now seamlessly connect accounting data through the MCP Server while remaining within their familiar Microsoft 365 environment. Specifically, information from MoneyForward Cloud Accounting can be accessed via Microsoft 365 Copilot Cowork and automatically reflected in files such as Excel and PowerPoint. This significantly reduces the time and effort required to create reports and business documents using accounting data.

Going forward, MoneyForward will continue enhancing integrations with business productivity tools such as Microsoft 365 and AI platforms to further reduce workloads and improve efficiency in back-office operations.

Comment from Mr. Sakae Okase, Executive Officer, Senior Managing Director, Head of Cloud & AI Solutions Business Unit, Microsoft Corporation (Japan)

"AI is not only streamlining operations but also becoming a foundation for transforming the way companies work. We are delighted that MoneyForward Cloud Accounting is now integrated with Microsoft 365 Copilot Cowork. Through this integration via the MCP Server, users can now retrieve accounting data using natural language queries within Microsoft 365 Copilot Cowork and automatically reflect it in Excel and PowerPoint. We are confident this will significantly reduce the time spent on report and document creation, greatly enhancing back-office productivity. As pioneers of a new era where AI becomes central to business operations, we are honored to collaborate with MoneyForward, Inc. Together, we will drive the adoption of new ways of working powered by AI."

About MoneyForward Cloud Accounting

MoneyForward Cloud Accounting is a cloud-based accounting solution designed to simplify complex corporate settlement tasks. By automating transaction entry and journal entries, it drastically reduces manual workloads and streamlines accounting processes. The service automatically updates to comply with tax law revisions and consumption tax increases, and supports both the invoice system and the electronic record retention law.

URL: https://biz.moneyforward.com/accounting/smb/

About MoneyForward, Inc.

Name: MoneyForward, Inc. Headquarters: 3-1-21 Shibaura, Minato-ku, Tokyo, Japan, msb Tamachi, Tameike Station Tower S 21F Representative: Yusuke Tsuji, Representative Director, President & Group CEO Founded: May 2012 Business: Platform Services URL: https://corp.moneyforward.com/

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