Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports.
Create and persist an accounting journal with one to 300 debit and credit lines. This action changes the connected Cloud Accounting ledger. On create, Money Forward appends a newline and the OAuth application name to memo; leave room within the 200-character input limit and trust the returned memo as the persisted value.
Create and persist one or more Cloud Accounting trade-partner master records in one batch. A successful call has a persistent side effect; the approved API surface provides no operation to update or delete these records.
Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service. New transactions can take a short time to appear in filtered transaction lists.
Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal. A successful call stores the uploaded evidence; the documented vouchers API can detach a voucher from a journal but does not provide an operation to delete the stored file.
Permanently delete one Money Forward Cloud Accounting journal by ID. Back up the journal before deletion; if it is linked to a transaction, that transaction becomes excluded.
Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file.
Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.
Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.
Return the code and name of the Money Forward business tenant authorized by the connected account.
Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Create and persist a journal from one Money Forward transaction using the supplied account classification. This compound operation also irreversibly changes the source transaction's journalizing state.
List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.
List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.
List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.
List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.
Return one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction IDs, or realization status. Use page and the returned total_pages value to continue through the results.
List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.
List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.
Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.
List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.
Return one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status, and ordering filters. Use page and the returned total_pages value to continue through the results. Newly created transactions can take a short time to appear in filtered lists.
Replace an existing accounting journal's writable fields. This is a full replacement: writable fields omitted from the journal body are overwritten rather than preserved.
The Money Forward integration connects your Dench AI CRM directly to Money Forward, so agents can read and act on your Money Forward data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
23 actions are available for agents to invoke on your behalf. Every call runs through Money Forward's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Money Forward and click Connect — you'll authorize access through Money Forward's own sign-in flow. No API keys or code required.
Ask an agent to use Money Forward in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Money Forward integration connects your AI CRM to Money Forward, so AI agents can work with your Money Forward data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Money Forward integration currently exposes 23 actions, including Create Journal, Create Trade Partners, Create Transactions, Create Vouchers, Delete Journal, and Detach Voucher From Journal. Agents invoke them on your behalf from chat or from automations.
No. You connect Money Forward from your Dench workspace using Money Forward's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Money Forward's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Money Forward connection from your workspace settings at any time.