Money Forward for your voice agent

Money Forward is a business accounting service for managing financial data, journals, offices, and trade partners. It gives businesses a centralized view of accounting records and financial reports.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Money Forward app. You register an app in Money Forward's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
15 actions, such as get Account Balance Trends, get Journal and get Accounting Office.
What it changes
8 actions, such as create Journal, create Trade Partners and create Transactions.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 23. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Money Forward actions

Reads 15

  • Get Account Balance Trends
  • Get Journal
  • Get Accounting Office
  • Get Tenant
  • Get Trial Balance
  • List Accessible Accounting Offices
  • List Accounts
  • List Connected Accounts
  • List Departments
  • List Journals
  • List Sub-Accounts
  • List Tax Categories
  • List Term Settings
  • List Trade Partners
  • List Transactions

Changes 6

  • Create Journal
  • Create Trade Partners
  • Create Transactions
  • Create Vouchers
  • Journalize Transaction
  • Update Journal

Deletes 2

  • Delete Journal
  • Detach Voucher From Journal

Money Forward setup

  1. Registering your Money Forward app

    Create an app in Money Forward's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Money Forward

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 23 actions the agent may use. Start with lookups and add the ones that change Money Forward when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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