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Sync for MoneyForward

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Sync for MoneyForward

This app seamlessly integrates HubSpot with MoneyForward Cloud Accounting. With just one click from within HubSpot, you can automatically sync client information, create quotes and invoices, and automatically record sales transactions. It automates workflows from sales to accounting, eliminating errors caused by double-entry and reducing the burden of manual tasks. Developed by a HubSpot Certified Partner with a track record of helping over 150 companies implement HubSpot. Available starting with the free plan.
Installs
10+ installs
Sign in to installRequires Sync for MoneyForward subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Sync for MoneyForward Subscription
Free, Professional, or Enterprise plans

Overview

Sync for MoneyForward is a native app that integrates HubSpot and MoneyForward , developed and operated by StartLink, Inc., an official HubSpot partner.


Leveraging the insights gained from supporting over 150 companies as an official HubSpot partner, we have implemented the “MoneyForward integration” to address challenges in HubSpot’s sales management capabilities.


We believe that seamless integration between sales and accounting is essential for streamlining a company’s accounting processes.


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(Challenges Faced by Companies)

For companies that use HubSpot for sales management and MoneyForward for accounting and invoicing, data synchronization between the two systems is done manually, leading to errors caused by double entry and reduced operational efficiency.


App Features)

“Sync for MoneyForward” connects to MoneyForward Cloud Accounting with a single click from the HubSpot interface, automating everything from client synchronization to the creation of quotes and invoices, and the automatic posting of sales revenue.


It seamlessly connects workflows from sales to accounting, creating an environment where users can focus on their core business.

Features

Automatically Sync Money Forward Contacts with "Company"

Company information registered with HubSpot is automatically created as business contacts in Money Forward. This prevents errors caused by manual entry and duplicate entries, ensuring that your business contact data is always up to date.

Create Money Forward Quotes and Invoices from HubSpot

Automatically generate quotes and invoices in Money Forward using deal information from HubSpot. This seamlessly connects the entire process from sales negotiations to billing.

Automatically Enter Transaction Data into Money Forward's Accounting Ledgers

Based on deals closed in HubSpot, this integration syncs data with Money Forward's accounting ledgers to ensure accurate revenue recognition.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

取引先

Companies

Companies

請求書

Deals

Deals

見積書

Deals

Deals

帳票明細行

Line Items

Line Items

取引先-詳細項目

Company Properties

Company Properties

税金

Taxes

Taxes

請求・見積書 - 詳細

Deal Properties

Deal Properties

明細情報

Product Properties

Product Properties

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This app requires one of the following Sync for MoneyForward subscription plans.

Free

¥0

  • Item Mapping

  • Display CRM Card

  • Bulk Import of Business Partners

  • Synchronizing Business Partners and Items

  • Preparing Quotes and Invoices (up to 5 per month)

0

Free

¥0

  • Item Mapping

  • Display CRM Card

  • Bulk Import of Business Partners

  • Synchronizing Business Partners and Items

  • Preparing Quotes and Invoices (up to 5 per month)

0

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/18/2026

More info

Built by
株式会社StartLink
Installs
10+ installs
Categories
Languages this app is available in
Japanese and Japanese - Japan

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