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Supported Features

Account Deletion Account Provisioning Cost Aggregation
Administrator privileges for MoneyForward Cloud Expense are required for integration.

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Integration Setup

  1. In the integration screen, search for MoneyForward Cloud Expense.
  2. Click Connect. Search in integration screen
  3. You will be redirected to the MoneyForward Cloud Expense login. Select or enter your MoneyForward Cloud ID and log in. Log in with MoneyForward Cloud ID
  4. After logging in to MoneyForward Cloud Expense, review the details and click Approve. Approval screen
  5. If you have multiple workspaces, a list of candidates will appear. Click Connect for the one you want to use. Workspace selection screen
  6. Once the integration is successful, registered user information will appear in the account list. If the process does not complete successfully, go to the Status tab on the integration screen and click Edit. Try connecting again. If the issue persists, please contact us via chat.

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Manual Account Matching When Email Address Cannot Be Retrieved

This service is a SaaS where email addresses cannot be retrieved, so user types will be identified as “Unknown.” If needed, manually match (merge) accounts with other accounts. For details on the settings, see the following: Manually link (merge) a SaaS account to another account
Last modified on July 22, 2026