AI instantly generates various reports, enabling report customization, saving, and drill-down into journal entries on the cloud

Money Forward, Inc. is launching the new “Custom Report Generation Agent”^*1 for “Money Forward Cloud Accounting Plus.” This agent uses AI to instantly generate analysis reports from chat instructions^*2. This significantly reduces the time and effort required for creating various reports and detecting anomalies after monthly closings.

With the “Custom Report Generation Agent,” when users specify the data they want to reference in natural language, AI instantly generates an analysis report. If information is insufficient, AI autonomously asks questions and presents options, customizing the report while interacting with the user via chat. The created and saved reports can be shared internally or reused, and users can also verify details using the drill-down function or download them as CSV files.

*1 This agent and the features enabled by it are paid add-ons for “Money Forward Cloud Accounting Plus.” If you are already using “Money Forward Cloud Accounting Plus,” please contact your sales representative. If you are interested in using the service, please contact us using the form here.
*2 Patent pending for the “Custom Report Generation Agent.”

This agent provides powerful support for tasks that have been a significant burden on accounting staff, such as verifications after monthly closing, creating reports for management, and detecting anomalies. Please see below for more details.

URL: https://biz.moneyforward.com/ai-agent/ai-accounting/custom-report-builder/ (Japanese)
Support Site: https://biz.moneyforward.com/support/ac-plus/guide/books2/ai_custom_reports.html (Japanese)

■ Key Features of the “Custom Report Generation Agent”
・Instant report generation via chat
AI instantly generates reports based on natural language instructions. It supports cross-tabulation combining three master axes, as well as comparisons across up to five accounting periods. Complex reports — such as “three-period monthly trends by account title and department” and “previous period comparisons of departmental P&Ls with percentage changes” — which previously required processing in spreadsheet software, can now be generated entirely in the cloud. In addition, parameters for axes and filters in the generated reports can be manually adjusted later.

・Accelerating root cause analysis by drilling down into journal entries
Users can drill down directly from the created report to individual journal entries. This speeds up root cause analysis for anomalies and streamlines the verification of supporting documents during audits and reviews.

・Ensuring reliability in accounting data
AI only handles creating structural drafts for the report (such as selecting row and column axes and filter conditions) and does not generate or process numerical data. Since all figures on the report are aggregated results based on actual journal entries, there is no risk of AI-generated misinformation, which enables analysis and reporting based on accurate financial data.

■ Background
Accounting staff need to analyze vast amounts of journal entries during monthly closings to create reports that contribute to management decisions. Traditionally, data was often aggregated manually from scratch using spreadsheet software, which required significant effort to perform cross-checks based on complex conditions — such as “account title × department × business partner” — and to search for the journal entries causing anomalies. As a result, staff faced the challenge of being overwhelmed with report creation, leaving them unable to allocate time to strategic data analysis.

To address these challenges, this agent enables accounting staff to instantly generate the necessary reports simply by using natural language prompts, and quickly drill down into figures of interest. In the future, we plan to add features for the automatic detection of anomalies, such as sudden spikes, sudden drops, and stagnations, as well as cause identification functions. Going forward, we will further evolve the service so that AI supports the entire process from monthly report creation to financial analysis, including cross-sharing among group companies, thereby accelerating management decision-making.

■ About “Money Forward Cloud Accounting Plus”
“Money Forward Cloud Accounting Plus” is accounting software for mid-market and listed companies. It includes internal control features such as journal entry approval and journal entry update history functions, supporting the streamlining of internal controls necessary for maintaining corporate reliability.
URL: https://biz.moneyforward.com/accounting_plus/ (Japanese)

■ About the “Money Forward AI” Website
This website features the latest AI solutions that enable business transformation for users, including “Money Forward AI Cowork” (scheduled for launch in July 2026) and AI agents.
URL: https://biz-ai.moneyforward.com/ (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