Use Money Forward with
Sokko.
Connect Money Forward and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Money Forward
Every Money Forward action Sokko can run. Ask for one in a sentence and it's done.
Create Journal
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 Trade Partners
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 Transactions
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.
Create Vouchers
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.
Delete Journal
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.
Detach Voucher From Journal
Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file.
Get Account Balance Trends
Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Get Journal
Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.
Get Accounting Office
Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.
Get Tenant
Return the code and name of the Money Forward business tenant authorized by the connected account.
Get Trial Balance
Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.
Journalize Transaction
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 Accessible Accounting Offices
List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.
List Accounts
List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.
List Connected Accounts
List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.
List Departments
List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.
List Journals
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 Sub-Accounts
List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.
List Tax Categories
List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.
List Term Settings
Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.
List Trade Partners
List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.
List Transactions
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.
Update Journal
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.
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Martin
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What can you do with Money Forward?
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Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Composio supports this app with a custom OAuth client. Sokko's automatic connection flow does not configure that client yet. Check the provider's authentication documentation or a custom MCP route.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Money Forward, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Money Forward and the rest of your stack in a single request.