Further Expansion of the User Base

「The number of paying customer companies in the individual business-owner segment remained solid, rising 12.2% year on year to 419,957. In the corporate segment, new-customer acquisition through direct channels and accounting firms progressed, and the number increased 16.8% to 274,629.」

「As of the end of the fiscal year ending June 2026, the Group had 694,586 paying customer companies, continuing to expand steadily since its establishment. In recent years, in addition to acquiring customers through direct channels, customer acquisition through accounting firms has grown significantly as the Group has expanded its partnerships with them.」

「As a result of these initiatives, platform ARR (Note 5) for the platform business at the end of the interim consolidated accounting period increased 26.0% year on year to ¥39,151 million, the number of paying customer companies (Note 6) increased 13.3% to 643,027, and ARPU (Note 7) increased 11.2% to ¥60,892.」

「The Group pursued new customer acquisition and promoted cross-selling using its existing customer base. As a result, ARR (Note 6) for the platform business (Note 5) at the end of the interim consolidated period increased 29.1% year on year to ¥30,015 million, the number of paying customer companies (Note 7) increased 19.6% to 564,828, and ARPU (Note 8) increased 8.0% to ¥53,140.」

「The number of paying customer companies in the Group was 532,637 as of the end of June 2024 and has continued to grow steadily since the Company was founded.」

「During the third quarter, the Group invested in development to improve the functions of its core services, “freee Accounting” and “freee Human Resources and Payroll,” in pursuit of its mission. It also released “Consumption Tax Return Light” ahead of the tax filing season and expanded functional integration between “freee Human Resources and Payroll” and “freee Sign.” As a result, ARR (Note 6) for the platform business (Note 5) at the end of the third quarter increased 29.0% year on year to ¥25,776 million, the number of paying customer companies (Note 7) increased 17.1% to 543,370, and ARPU (Note 8) increased 10.2% to ¥47,437.」

「During the first quarter of the fiscal year, the Group invested in development to improve the functions of its core services, “freee Accounting” and “freee Human Resources and Payroll,” in pursuit of its mission. It also invested in advertising and promotion, mainly online marketing, in preparation for the invoice system scheduled to begin in October 2023. As a result, ARR (Note 6) for the platform business (Note 5) at the end of the first quarter increased 32.4% year on year to ¥21,822 million, the number of paying customer companies (Note 7) increased 18.5% to 458,196, and ARPU (Note 8) increased 11.8% to ¥47,626.」

「As a result of these initiatives, ARR (Note 6) for the platform business (Note 5) at the end of the third quarter increased 37.1% year on year to ¥19,983 million, the number of paying customer companies (Note 7) increased 20.6% to 464,157, and ARPU (Note 8) increased 13.7% to ¥43,052.」

「As a result of these initiatives, ARR (Note 6) for the platform business (Note 5) at the end of the second quarter increased 36.8% year on year to ¥17,629 million, the number of paying customer companies (Note 7) increased 22.1% to 399,420, and ARPU (Note 8) increased 12.0% to ¥44,138.」

「During the first quarter of the fiscal year, the Group invested in development to improve the functions of its core services, “freee Accounting” and “freee Human Resources and Payroll,” in pursuit of its mission. It also held seminars related to the invoice system scheduled to begin in October 2023, released “freee Invoice Registration Application Navigator” and enhanced the functions of “freee Accounting.” In addition, it newly released “freee Sales,” which enables centralized management of sales administration. As a result, ARR for the platform business at the end of the first quarter increased 36.3% year on year to ¥16,475 million, the number of paying customer companies increased 23.5% to 386,655, and ARPU increased 10.4% to ¥42,611.」

「During the third quarter, to promote “NINJA SIGN by freee” more closely as part of the Group, users became able to log in using their freee account. The service was also renamed “freee Sign,” and the “Starter Plan” for sole proprietors was released. In addition, enhancements to the AI OCR in “freee Accounting” made it possible to infer detailed invoice information, including the business partner, payee and whether withholding tax applied. At the end of the third quarter, ARR (Note 6) for the platform business (Note 5) increased 38.3% year on year to ¥14,571 million, the number of paying customer companies (Note 7) increased 36.6% to 384,871, and ARPU (Note 8) increased 1.3% to ¥37,861.」

「To acquire more customers in the Mid segment (Note 6), the Group strengthened the fixed-asset management function of “freee Accounting” and released “freee Time Management Plus” and “freee Expense.” It also invested in development ahead of the official release of “freee Card Unlimited” on 26 January 2022. As a result, ARR (Note 8) for the platform business (Note 7) at the end of the second quarter increased 38.9% year on year to ¥12,883 million, the number of paying customer companies (Note 9) increased 33.5% to 327,034, and ARPU (Note 10) increased 4.1% to ¥39,395.」

「During the first quarter of the fiscal year, the Group expanded its direct sales organization and strengthened collaboration with financial institutions and partner companies to further expand its user base and achieve its mission. It also made all plans of “freee Accounting” for individuals and corporations compatible with scanner storage in preparation for the January 2022 amendments to the Electronic Bookkeeping Act, and released a beta version of a feature integrating “freee Company Formation” with the My Number Portal. As a result, ARR (Note 6) for the platform business (Note 5) at the end of the first quarter increased 41.3% year on year to ¥12,085 million, the number of paying customer companies (Note 7) increased 34.2% to 313,206, and ARPU (Note 8) increased 5.3% to ¥38,586.」

「The number of paying customer companies in the Group was 293,296 as of the end of June 2021 and has continued to grow steadily since the Company was founded. As the user base has diversified, referrals from existing customer companies have also increased.」

「During the first nine months of the fiscal year, the Group expanded its direct sales organization and strengthened collaboration with financial institutions and partner companies to further expand its user base and achieve its mission. It also released a smartphone application dedicated to electronic filing and a beta version of a feature integrated with the My Number Portal. As a result, ARR (Note 5) at the end of the third quarter increased 49.9% year on year to ¥10,533 million, the number of paying customer companies (Note 6) increased 34.2% to 281,822, and ARPU (Note 7) increased 11.7% to ¥37,376.」

「During the first half of the fiscal year, the Group expanded its direct sales organization and strengthened collaboration with financial institutions and partner companies to further expand its user base and achieve its mission. It also released “freee Smart Order and Billing,” which streamlines ordering and billing processes, and invested in development ahead of the release of a smartphone application dedicated to electronic filing. As a result, ARR (Note 5) at the end of the second quarter increased 49.9% year on year to ¥9,273 million, the number of paying customer companies (Note 6) increased 36.8% to 245,003, and ARPU (Note 7) increased 9.5% to ¥37,849.」

「During the first quarter of the fiscal year, the Group expanded its direct sales organization and strengthened collaboration with financial institutions and partner companies to further expand its user base and achieve its mission. It also expanded the services listed on “Shikin Chotatsu freee” and held “freee online conference,” an event for managers of mid-sized and small businesses. As a result, ARR (Note 5) at the end of the first quarter increased 49.0% year on year to ¥8,550 million, the number of paying customer companies (Note 6) increased 39.0% to 233,341, and ARPU (Note 7) increased 7.2% to ¥36,645.」

「The number of paying customer companies in the Group was 224,106 as of the end of June 2020 (Note 1), and has continued to grow steadily since the Company was founded. Initially, growth was driven mainly by voluntary user registrations by customer companies that arrived through web marketing and social networking services (SNS) (Note 2). The Group has since expanded its touchpoints with small businesses by establishing inside sales (Note 3) and field sales (Note 4) teams and strengthening its sales organization serving accounting firms.」

「Further Expansion of the User Base」

「Further Expansion of the User Base」