Demonstrating monthly operations at Professional Services Summit 2026 and offering early access to select professional service firms

Money Forward, Inc. is launching early access to features specifically designed for professional service firms within “Money Forward AI Cowork.” Today at the Professional Services Summit 2026, a demonstration of the service was presented to showcase concrete progress toward realizing our AI Vision.

Part of the “Money Forward Cloud” lineup, the AI service specializes in executing back-office operations and integrates seamlessly by default. This maintenance-free architecture ensures accessibility even for users without technical expertise, eliminating the need for implementation, operation, or maintenance of an MCP server. Users can experience autonomous back-office operations entirely through “Money Forward AI Cowork,” without the need for separate AI service subscriptions. The newly rolled-out features are designed for professional service firms.

The demonstration, using the monthly journal entry registration process as a use case, showcased a collaborative workflow where AI and humans complete tasks through natural language interactions, seamlessly adapting to client-specific rules, vouchers, and statements. The workflow highlighted several key actions: confirming vouchers and statements, organizing journal entry candidates, flagging items for human judgment, and obtaining user confirmations and approvals. The showcase further extended to summarizing results and proposing rule revisions for future optimization. Money Forward is sharing this concrete operational scenario for professional service firms as the progress of its AI Vision initiatives to pave the way for providing early access to select users.

■ Early Access for Select Users
“Money Forward AI Cowork” will be offered in early access to select professional service firms within a closed environment. Eligible users will receive individual notifications with details regarding scope, terms of use, and trial guidelines. By inviting these users to test the features in real-world operations, Money Forward will further develop the solution based on their user experiences and feedback, evolving it into a service that supports professional expertise and enhances the value they deliver to their clients.

Future expansions of the eligible users and service availability will be announced progressively based on these initial results. Money Forward remains fully committed to progressively advancing initiatives that bring our AI Vision to life.

■ Future Developments
“Money Forward AI Cowork” will continue to implement support functions that leverage its strengths in back-office operations. The platform will also make it possible to call upon the “Money Forward AI Agent” lineup provided on “Money Forward Cloud,” as well as AI agents from development partners, directly from “Money Forward AI Cowork” to address a wider range of tasks. Ultimately, this approach aims to realize an “Autonomous BackOffice” where all back-office tasks are completed autonomously by AI, creating a world where “AI coworkers support the back office,” as envisioned in the service concept.

■ About “Money Forward AI Cowork”
“Money Forward AI Cowork”*1, 2 is an AI service driving autonomous back-office operations through natural language dialogue with users. With advanced integration with “Money Forward Cloud,” a wide range of operations — including accounting, HR, and legal — can be driven to completion.
URL: https://biz.moneyforward.com/ai-cowork/ (Japanese)

*1 Patent pending for “Money Forward AI Cowork.”
*2 This service provides assistance for accounting, tax, finance, HR, legal affairs, and other back-office operations, but is not intended to provide professional advice from the Company regarding these fields.

■ 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 493,000 paying customers nationwide. Our consumer-facing service for personal finance management (PFM) now has 18.3M 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