AI agents for freee
A Monmo agent works in freee, a cloud accounting service from Japan, the way a bookkeeper would. It prepares transactions from bank and card lines, matches payments to invoices, drafts invoices, chases overdue ones and writes the month-end summary. It asks before it registers or sends anything. It does not file taxes or give tax advice; your accountant reviews the books and signs off.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in freee
Prepare transactions from bank and card lines
Every weekday at 8:30 the agent reads the unprocessed bank and card lines and suggests an account, tax category and customer or supplier for each, based on your past entries. One card shows the batch before anything is registered.
AskEvery weekday at 8:30, go through the unprocessed bank and card lines and prepare the transactions. Show me the list before you register anything.
Match payments to open invoices
It compares incoming payments with unpaid invoices by amount, payer name and date, and proposes the matches. A payment that is ¥660 short because the customer deducted the bank transfer fee is set apart with the reason.
AskMatch this week's incoming payments to our unpaid invoices. Set aside any that do not match and tell me why.
Draft invoices from the delivery list
At month end it builds each invoice from the delivery list in Google Sheets: customer, items, quantities, unit prices and due date, for example ¥382,800 to Maruto. Creating it in freee and sending it both wait for your approval.
AskDraft this month's invoices from the delivery sheet, one per customer, due at the end of next month.
Chase unpaid invoices
Every Monday at 9:00 it lists invoices past their due date and drafts a reminder email to each customer: a polite check the first time, a firmer note with the date the second. Nothing is sent until you allow it.
AskEvery Monday at 9, list the overdue invoices and draft a reminder for each customer. Show me before sending.
Write the month-end summary
On the third business day it takes sales, gross profit, overheads and cash from the trial balance and explains the accounts that moved most against the month before, on one page that you and your accountant can both read.
AskOn the third business day of each month, write last month's summary. Explain any account that moved by more than ¥100,000.
Turn incoming bills into a payment schedule
It reads the PDF bills that arrive by email or in Google Drive, picks out the supplier, amount, due date and invoice registration number, and prepares a payment schedule and the transactions to register. The bank transfer stays with you.
AskPut the bills that arrived this week in a list by due date, with the total to pay on the 25th.
Collect questions for your tax accountant
When the right treatment is unclear, the agent does not decide. A ¥240,000 laptop or a withdrawal nobody can explain goes on a list with the receipt, and it drafts the Chatwork message to your tax accountant.
AskList this month's transactions you were unsure about, with the reason and the receipt, as questions for our tax accountant.
How it connects
- 1You connect your own freee account once. The agent sees only the companies and books that account is allowed to open.
- 2You choose which agents may use freee. Give it to the agent that keeps your books and leave it off your sales and research agents.
- 3Reading the books and reports needs no approval. Registering a transaction, matching a payment, or creating or sending an invoice always asks first, and one card can cover a batch.
More in Accounting and payments
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; freee is not on screen.
On screen
Xero
Gmail
Google Sheets
Pick a job. Watch it get done.
- Why
- Your weekday bookkeeping routine.
- Where
- Fieldwork in Xero · business account
- What to expect
- Marks 18 lines reconciled. The 2 odd lines are left for you, and no reminder is sent.
Your team. Connected to everything.
Cash and receivables — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
What can an AI agent do in freee?
A Monmo agent connected to freee does the daily preparation a bookkeeper does. It prepares transactions from bank and card lines, matches payments to invoices, drafts invoices, chases overdue ones and writes a month-end summary. It asks before it registers or sends anything. Tax returns and tax decisions stay with you and your accountant.
Will an AI agent change my books in freee without asking?
No. A Monmo agent reads your books in freee without asking, but registering, editing or matching a transaction happens only after it shows you the changes on a card and you allow them. You can edit or decline any line, watch its screen while it works, and remove its access to freee at any time.
Can an AI agent file my tax return or consumption tax return from freee?
No. A Monmo agent does not prepare or file income tax or consumption tax returns, and it does not give tax advice. It prepares daily transactions, organises receipts, writes the monthly summary and lists questions for your tax accountant (zeirishi). Closing the year and filing stay with you and your accountant.
Do I need the freee API or a developer to connect an AI agent?
No, you need neither the freee API nor a developer. You pick freee in Monmo's app list, connect your own account and choose which agents may use it. After that you ask in plain words, such as “list last month's unpaid invoices”. Where the connection does not cover a step, the agent uses freee in its own browser.