Defensible revenue reporting
that remembers context.
The analysis beneath the topline
What changed,
who drove it,
and whether it ties out.
Open any movement to see the customers inside it. Every cut, by plan, cohort or any column, sums back to the same ending balance.
Traceable & defensible, by design.
Every figure traced and validated against your source data 5 ways before it's released to you.
In every month:
NRR · GRR · LTV · Cohort retention · Segments · Saved rulings ·
Excel workbook · Editable live charts · Plain-English questions
How it works
Three steps from your billing export to a month you can send.
It sits on top of the tools you already use.
Running several clients? One login holds a workspace for each.
1. Connect data sources
Connect Stripe, or upload the billing export you already pull.
2. Review the month
See what moved, the checks, and any questions still open.
3. Sign off and send
The month’s workbook, a printable brief, a deck and a model, from the numbers you checked.
Deliverables
What you send up is what you checked.
A deck with live charts, a formula-driven model and the month’s workbook, all built from the figures on screen.
Numbers first. AI second.
The math is done and checked before AI writes a word.
You review the result, and your judgment is the final say.
01
Computed, not generated
New, Returned, Growth, Contraction and Lost come from the engine, not the language model.
02
Your rulings carry forward
Decide once how to treat a refund or a credit. Morevy saves it as a ruling, and every later month follows it.
03
Withheld, not estimated
If a figure has no honest version on your data, it is named as withheld, with the reason.
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
FAQs
We go through one client’s month with you, on their real data. If it fits, we set up your workspace and do the first month together.
Morevy is recurring revenue analysis software for fractional CFOs and finance operators. It calculates what moved your MRR and ARR from Stripe or a billing export, checks every figure against your data, and drafts the commentary for your review.
No. Figures are computed by fixed rules, so the same inputs give the same result. AI writes the commentary after the math.
The figure is withheld and named, with the reason and what would let it print. Nothing is estimated in its place.
The billing or subscription activity you already use for revenue reporting: a Stripe connection or an export from your billing system.
Running several clients? Each one gets its own workspace.
A deck, a financial model and the month’s written read, ready for your review.
Guides and writing
Tips on reviews, how revenue moves, and how to prove it.
