Expanding TAM into ERP Beyond Accounting and Human Resources and Payroll
First written in FY2020. 11 of 18 entries say "Advanced", first in FY2021-Q3. Latest entry: 2026-09-28.
The whole theme swung hardest in 2025: 1 of 7 companies on the "Worse" side.
3 other companies' latest entry also says "Advanced".
- 2026-09-28AdvancedManagement Planning
「現在 (FY2026~) 約 3.7兆円」
統合型経営プラットフォームの対象領域拡大に伴い、TAMを約3.7兆円と示している。 - FY2026RaisedAnnual report
「When viewed as an ERP market that contributes to efficiency across the entire back office, the group estimates that its target TAM has reached approximately ¥3.7 trillion in total and regards this as a strong foundation for sustainable business growth.」
The target TAM has expanded from approximately ¥3.4 trillion to approximately ¥3.7 trillion. This indicates expansion into adjacent fields, including freee業務委託管理 and financial services. - FY2026-H1AdvancedAnnual report
「In the payroll and labor management field, the company expanded its lineup and enhanced platform value through both organic and inorganic growth, including the launch of AI-powered services such as “freeeサーベイ” and “AI年末調整”, as well as “freee連結会計”, which supports consolidated accounting for growth companies.」
Regarding the expansion of service modules beyond accounting and payroll and labor management, the company describes the launch of AI-powered payroll and labor management services and a consolidated accounting service for growth companies. - FY2024RaisedAnnual report
「When viewed as the TAM for an ERP that contributes to efficiency across the entire back office, beyond the traditional scope of accounting and payroll and labor management, the TAM targeted by the group is expected to expand to approximately ¥3.4 trillion in total (Note).」
The company explicitly states a target TAM of approximately ¥3.4 trillion by expanding coverage beyond accounting and payroll and labor management software to include freee販売, freeeサイン, freeeカード and freee業務委託管理. - FY2023-Q3AdvancedAnnual report
「To expand services compatible with the invoice system scheduled to begin in October 2023, the company made sweeep株式会社, which provides services that automate the receipt, journal entry, payment and storage of invoices, a wholly owned subsidiary and included it in the scope of consolidation.」
The company describes concrete progress in expanding the integrated management platform’s service range by incorporating services that automate the receipt, journal entry, payment and storage of invoices. - FY2023-Q1AdvancedAnnual report
「The company also newly released “freee販売”, a service that centrally manages sales administration operations.」
The company released a new service covering sales administration operations as part of its expansion of the integrated management platform’s service range. - FY2022-Q3AdvancedAnnual report
「Through this share exchange, the freee group will incorporate Mikatus’s expertise in the cloud services developed through A-SaaS, establish a framework for providing cloud services usable by all accounting firms and their clients, and also acquire A-SaaS customers, thereby accelerating its share expansion among accounting firms and the adoption of freee services by the small businesses they advise.」
The company describes a specific plan to incorporate Mikatus’s expertise and customers in tax, accounting and payroll cloud services to expand the coverage of its integrated management platform. - FY2022-Q2RestatedAnnual report
「The company and サイトビジット determined that the best course was to transfer the business operated by サイトビジット from its online English conversation service for individuals to 株式会社レアジョブ, which is expanding its business into broader learning services, so that the freee group could focus on developing its integrated cloud ERP, and decided to proceed with the transaction.」
The company continues its policy of making the integrated cloud ERP the core platform and expanding the scope of service development. The concentration of operations through the transfer of the 資格スクエア business was recorded in a separate thread. - FY2022-Q1AdvancedAnnual report
「To further develop its integrated cloud ERP, the company released integration features for “freee会計” and “NINJA SIGN by freee”, as well as a mobile app for “freeeプロジェクト管理”.」
The company describes the release of specific features integrating electronic contracts and project management into its integrated cloud ERP in addition to accounting. - FY2021RestatedAnnual report
「Going forward, the company will further broaden the service modules it offers and seek to expand the range of services that can be developed and provided as an ERP for small businesses.」
The company continues to pursue a policy of expanding its service modules beyond accounting and payroll and labor management to broaden the range of services provided as an ERP. - FY2021-Q3AdvancedAnnual report
「To further develop its integrated cloud ERP and enter the legal services field, the company announced the acquisition of 株式会社サイトビジット as a subsidiary.」
The company describes concrete progress in expanding the ERP service range into the legal services field and making サイトビジット a subsidiary. - FY2020First statedAnnual report
「Going forward, the company will further broaden the service modules it offers and seek to expand the range of services that can be developed and provided as an ERP for small businesses.」
For the first time, the company describes as an independent strategy its goal of expanding the service range beyond the approximately ¥1.2 trillion TAM for accounting and payroll and labor management software to cover the entire back office as an ERP.