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Recurring-Revenue Analysis for Fractional CFOs & Finance Operators

Recurring-Revenue Analysis for
Fractional CFOs & Finance Operators

Understand what’s moving your
MRR & ARR.
In minutes, not days.

Break down recurring-revenue movements from topline to customer, with explanations that build on your business context and rulings.

Break down recurring-revenue movements from topline to customer, with explanations that build on your business context and rulings.

Break down recurring-revenue movements from topline to customer, with explanations that build on your business context and rulings.

Computed. Checked. Explained.

The books are closed. Your work starts now.
Pull the data. Separate recurring from one-time.
Rebuild the waterfall. Update the model.
Chase the tie-out. Write the explanation.
Next month, it starts again.
Reconstruction, not analysis.
Built for the person everyone turns to when revenue needs explaining.
The books are closed. Your work starts now.
Pull the data. Separate recurring from one-time.
Rebuild the waterfall. Update the model.
Chase the tie-out. Write the explanation.
Next month, it starts again.
Reconstruction, not analysis.
Built for the person everyone turns to when revenue needs explaining.
The books are closed. Your work starts now.
Pull the data. Separate recurring from one-time.
Rebuild the waterfall. Update the model.
Chase the tie-out. Write the explanation.
Next month, it starts again.
Reconstruction, not analysis.
Built for the person everyone turns to when revenue needs explaining.

The analysis beneath the topline

What changed,
who drove it,
and whether it ties out.

A topline says recurring revenue went up or down. It cannot show the mix, and it cannot tell you the mix is right. Morevy breaks the change into the customers behind it, then checks five things before the month can leave: amounts, customer counts, source rows, classification, provenance.

Revenue movement

ComputedDec 2025 · Normalized recurring revenue
The movements tie out to $41,467.
HoverTap a movement to open the customers behind it. The bricks are drawn from the balance after each movement, so the walk can be checked by hand.
MovementCustomersAmountBalance
Nov 2025204$40,018
New20+$4,016$44,034
Returned4+$826$44,860
Growth11+$1,644$46,504
Contraction6($529)$45,975
Lost19($4,508)$41,467
Dec 2025209+$1,449$41,467
Lost
The 19 customers who moved · Normalized recurring revenue
  • Northwind Labs($289)
  • Halcyon Robotics($249)
  • Bluefin Analytics($198)
  • Corvid Systems($289)
  • Marlowe & Co($99)
  • Tessellate($249)
  • and 13 more($3,135)
19 customers tie out to ($4,508). No model turn.
Reconciled to 4,812 source rows · billing_export_2025.csv · covers through Dec 2025 · illustrative data

Reconciliation

Computed
  • Amounts · components sum to $41,467reconciled
  • Customer counts · 204 + 20 + 4 − 19 = 209reconciled
  • Source rows · 4,812 read, 4,812 placedreconciled
  • Classification · every row on one movementreconciled
  • Provenance · file, settings, run manifestreconciled
Sign-off available. Switch to Nov 2025 to see a month that did not tie.
Five checks on every figure, graded separately. The worst grade wins.

Shareable artifacts, from board-deck-ready visuals to formula-driven models.

Built from the figures on screen, so what you send up is what you checked.

Board deck

Live, edit-ready charts generated from your analysis, with commentary. Download the entire deck and supporting details in one click.

Financial model

Canvas board

Storyboard

Board deck

Sources

Works with the tools
you already have.

Designed to sit on top of your existing stack - not replace.
Get started in 5 minutes by connecting Stripe, or upload the export you already pull.

Connect Stripe

A restricted key, synced and reviewed in the conversation.

Upload your files

Bring supported exports from the systems already used in your reporting process.

Keep your definitions explicit

Map columns with our guided workflows and define custom definitions that roll forward.

Numbers first. AI second.

The analysis is calculated
before the commentary is drafted.

Morevy does the math and checks it against your source data before AI drafts the commentary. You review the result and your judgment is the final say.

01

Calculated movements

New revenue, expansion, contraction, churn, and reactivation are produced through the analysis engine rather than written by the language model.

02

Visible business judgment

Morevy can show the movements, customers, and segments in the result. Your team supplies the commercial context the underlying data cannot establish on its own.

03

Your commentary, your rulings

Sign-off commentary is written by you and stays yours to edit or withdraw. Rulings can be changed, and the earlier answer is kept on the record.

04

Withheld, not estimated

Where a figure has no honest version on the basis the file is on, it is named as withheld, with the reason and what would let it print. The brief does not ship until the checks tie, and every export ends with The record: the source, the basis, the checks, what was withheld, the rulings applied and by whom, and the calculation version.

credit rows1 of 1

Credit rows: refunds, or one-time adjustments?

14 rows under "credit", $1,236 in total. Treating them as refunds lowers December by $1,236 and moves two customers from Growth to Contraction. Keeping them as revenue leaves the month as computed.

Period
Dec 2025
Source
billing_export_2025.csv · 4,812 rows
Rows affected
14 · $1,236

Reopens if: a credit row appears without a matching charge.

Why refunds is recommended

Every credit row pairs with a prior charge of the same amount from the same customer within 30 days. That is the shape of a refund, not an adjustment.

What I carry

grows with every month
  • Annual invoices spread across the termJ. Okafor · Dec 15
  • Starter repricing grandfathers existing customersJ. Okafor · Oct 21
  • Months close on the last calendar dayconfirmed at setup

Questions worth asking

No. The figures are computed and reconciled against the source rows by deterministic rules, so the same inputs produce the same answer. AI only translates the completed analysis into commentary.

Morevy starts with the billing or subscription activity you already use for recurring-revenue reporting. During early access, we confirm the available data and the definitions your team uses before producing a close.

Finance and RevOps leaders, operators, and fractional CFOs who are responsible for explaining recurring-revenue performance and need more than another dashboard.

We are inviting a small number of teams at a time. We will learn about your current close, confirm whether Morevy fits the workflow, and share access as the next cohort opens.

The figure is held back and named on the document as withheld, with the reason and what would let it print. On a cash-collected export, for example, gross and net revenue retention are withheld until each plan length is set, because a customer who prepaid reads as a loss in every month after the payment. Nothing is estimated in its place, and the brief does not ship until the checks tie.

Guides and writing

Tips on reviews, how revenue moves, and how to prove it.