AI detects journal entry input errors, significantly reducing review workloads and supporting standardization

Money Forward, Inc. has launched the “Consumption Tax Category Check Agent,” an AI agent for “Money Forward Cloud Accounting,” to selected professional service firms. This agent is designed for staff members at professional service firms who handle journal entry tasks to perform self-checks before requesting reviews from their supervisors. By using AI to detect input errors in complex consumption tax categories, the agent significantly reduces review workloads and supports the standardization of operational quality.

The “Consumption Tax Category Check Agent” is an AI agent that streamlines review processes at professional service firms following the entry of journal data for clients. Since the implementation of the Qualified Invoice System, determining the “consumption tax category” has become increasingly complex, with numerous verification points—such as the registration status of each business partner—making input errors more frequent.

For these difficult consumption tax category input items, the AI automatically detects errors and displays alerts. This achieves a significant reduction in labor hours and supports the standardization of operations for review work. The initial release is available to selected professional service firms, with plans to gradually expand the rollout.

For more details on this agent, please visit the following link:
URL：https://biz.moneyforward.com/support/account/guide/financial-report/fr11.html (Japanese)
*Note: The agent may be referred to as AI Accounting Check “Consumption Tax Category Agent” within the service interface and support sites.

■ Features of “Consumption Tax Category Check Agent”
1. Automated AI detection of consumption tax category input errors
The AI analyzes journal entry data and automatically detects input errors in consumption tax categories. It also supports the correction process by presenting the reasons why entries were flagged and the specific points to be checked.

2. Standardization of operational quality and elimination of person-dependency
Staff members responsible for journal entry can perform self-checks and verify or correct relevant areas before requesting a review from their supervisors. This enables even less experienced staff to maintain a certain level of journal entry quality, ensuring the standardization of operational quality and eliminating dependency on specific individuals.

3. Significant reduction in review workloads
With the AI handling basic checks, supervisors and senior staff can dedicate their time to items that require advanced professional judgment. This significantly reduces journal entry review workloads, thereby improving the overall productivity of the firm.

■ Background
The widespread adoption of cloud accounting systems has improved the efficiency of document collection and bookkeeping tasks for professional service firms. On the other hand, the burden of “audit operations,” which involves scrutinizing input content, remains a challenge. Specifically, for “consumption tax category” entries, it has become essential not only to determine taxability and the application of reduced tax rates but also to verify Qualified Invoice Issuers and determine transitional measures for purchases from tax-exempt businesses following the implementation of the Qualified Invoice System.

These tasks, which require high expertise and complex judgment, are difficult for less experienced staff and often lead to input errors. Furthermore, supervisors and senior staff responsible for reviews often find their time consumed by verification work, preventing them from focusing on high-level tax judgments, client relations, and staff development.

This agent addresses these challenges through its AI-powered self-check function. Moving forward, we plan to implement features that suggest specific corrections and allow for one-click updates, while also sequentially expanding comprehensive verification features beyond consumption tax categories to further enhance convenience.

Money Forward will continue to provide AI agents across a wide range of back-office operations, evolving our products into tools where AI performs tasks autonomously, thereby contributing to the business growth of our users through automation.

■ About “Money Forward Cloud Accounting”
Money Forward Cloud Accounting is a cloud-based accounting software that simplifies the cumbersome process of corporate financial closing. By automating transaction entries and journal entries, significant reductions in work time are achieved, streamlining accounting tasks that previously took a lot of time. The system automatically updates to accommodate tax-related legal revisions and consumption tax increases. It also supports the Qualified Invoice System and the Electronic Record Retention Law (ERRL).
URL：https://biz.moneyforward.com/accounting/ (Japanese)

■ About the AI Solutions Website
A list of the latest AI solutions that realize business transformation for users, including AI agents, AI functions, and AI-native services, is available on the website.

・”Money Forward Cloud” with AI
URL: https://biz-ai.moneyforward.com/ (Japanese)

・About the AI Agents provided by Money Forward
URL：https://biz.moneyforward.com/ai-agent/(Japanese)

■ About Money Forward, Inc.
Money Forward, Inc. is the leading SaaS / Fintech company from Japan, listed on the Prime Section of the Tokyo Stock Exchange (3994.T). We mainly provide B2B SaaS such as online bookkeeping, HR management, contract management, and payroll; now serving more than 442,000 paying customers nationwide. Our consumer-facing service for personal finance management (PFM) now has 17.8M users.
URL: https://corp.moneyforward.com/en/

* All company names, product and service names, and logos are trademarks or registered trademarks of their respective owners.

For further information, please contact:
PR Division, Money Forward, Inc.
Email:pr@moneyforward.co.jp