Money Forward
Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports.
23 actionsSign in with Money Forward
What your bot can do in Money Forward
Looks up
- Get Account Balance TrendsReturn monthly balance-sheet or profit-and-loss trends for a fiscal period.
- Get Accounting OfficeReturn the connected Cloud Accounting office and its accounting periods.
- Get JournalReturn one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.
- Get TenantReturn the code and name of the Money Forward business tenant authorized by the connected account.
- Get Trial BalanceReturn a balance-sheet or profit-and-loss trial balance for a fiscal period.
- List Accessible Accounting OfficesList every Cloud Accounting office available to the current authorization.
- List AccountsList Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.
- List Connected AccountsList external financial services connected to the current Cloud Accounting office, including manual status and linked account and…
- List DepartmentsList Cloud Accounting departments and their IDs for interpreting or constructing journal lines.
- List JournalsReturn one page of accounting journals whose transaction dates fall in the requested period, optionally filtered by account, transaction…
Show 5 more
- List Sub-AccountsList Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.
- List Tax CategoriesList Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.
- List Term SettingsReturn all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.
- List Trade PartnersList Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.
- List TransactionsReturn one page of collected transaction details for an inclusive date range, with connected-account, amount, text, journalization-status,…
Takes action
- Create JournalCreate and persist an accounting journal with one to 300 debit and credit lines.
- Create Trade PartnersCreate and persist one or more Cloud Accounting trade-partner master records in one batch.
- Create TransactionsCreate and persist a batch of one to 1,000 manual transactions under one Money Forward connected service.
- Create VouchersPersist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal.
- Delete JournalPermanently delete one Money Forward Cloud Accounting journal by ID.
- Detach Voucher From JournalRemove the association between one Money Forward voucher and one journal.
- Journalize TransactionCreate and persist a journal from one Money Forward transaction using the supplied account classification.
- Update JournalReplace an existing accounting journal's writable fields.
