JapanTechnology and telecom2023 – ongoing

Money Forward

Company-wide generative AI programme for sales, security reviews and staff productivity

Money Forward staff reported 32% more meetings per inside-sales rep and 15-minute security questionnaire drafts with generative AI

WorkingCompany's own claim

Problem

Money Forward wanted to raise productivity across sales, engineering, marketing and back-office teams. Answering customer security questionnaires took one day to several business days.

Approach

An AI promotion unit led the programme. It used an in-house tool on Azure OpenAI Service, automated meeting minutes connected to Zoom, coding assistants, and a retrieval-based tool for security checksheets built on BigQuery. A yearly idea contest collected staff proposals.

Results

32%増加increase in meetings won per inside-sales rep, January to April 2025, as reported in staff interviewsCompany's own claim[1]

15分time to produce a first draft of security checksheet answers, down from one day to several business daysCompany's own claim[1]

81.6%share of staff who said generative AI improved their productivity, April 2025 internal surveyCompany's own claim[1]

Takeaway

The results come from staff interviews and an internal survey. The 4,680-hour saving is an expected figure, not a measured one.

Sources

全社で進むAI活用、マネーフォワードが描く生産性向上のロードマップ - 82%が生産性向上を実感
TECH+ (マイナビニュース)11 Dec 2025News article

Source summaries

[1]TECH+ (マイナビニュース)11 Dec 2025

Interviews with Money Forward's AI lead and an ML engineer on how the company uses generative AI across teams. It gives sales, security-checksheet and survey figures, plus an expected 4,680 hours saved from automated minutes.

Full details are in the original sources.

Added 2 Nov 2026 · Updated 2 Nov 2026