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An account with administrator privileges is required for the integration.

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Prerequisites

  1. Log in to the App Portal as a system administrator.
  2. Grant the user who will perform the integration the App Integration Permission. This permission must cover Business Information and Cloud Consolidated Accounting. Permission settings screen in App Portal
  3. Log in to MoneyForward Cloud Consolidated Accounting with the user who was just granted the permission. Select the business entity to integrate and click Next. Business entity selection screen
  4. Click [Allow]. Authorization confirmation screen

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Integration Setup

  1. In the integration screen, search for MoneyForward Cloud Consolidated Accounting.
  2. Click Connect. integration screen
  3. Once the integration is successful, the registered user information will appear in the account list. If the process does not complete successfully. Click Edit from the Status tab on the integration screen and try connecting again. If the issue persists, please contact us via chat.
Last modified on July 22, 2026