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This guide walks you through the initial setup required to start using IT Management. You can complete SaaS integration in just four steps.
1

Create your account

Prepare your MoneyForward ID and create your organization.For details, see 1. Account Creation and Initial Setup.
2

Configure your employee master and domains

Set up the domains and employee master used as the source for employee information.For details, see 2. Employee Master and Domain Settings.
3

Connect your SaaS

Connect the SaaS applications you want to manage from the integration screen.For details, see 3. How to Connect Your SaaS.
4

Register your credit card

If you plan to continue using this service after your trial period ends, register your payment information.For details, see 4. How to Register Your Credit Card.
For advanced settings and frequently asked questions, see 0. Getting Started.
Last modified on August 4, 2026