Getting started
Running a monthly review
More sources and clients
How the numbers work
Introduction
What Morevy does, who it is for, and where to start.
Morevy is recurring revenue analysis software. You bring your billing data, either a Stripe connection or an export from any billing system, and Morevy works out what moved your recurring revenue in a month: who joined, who paid more or less, who stopped paying, and the dollars behind each.
Every figure is calculated by Morevy's engine from your rows and can be traced back to them. The AI writes commentary about the figures; it does not produce them. See Where every figure comes from.
Start here
Quickstart: your first month - From an export to a reviewed, signed month, step by step.
Connecting Stripe - Read-only access, approved on Stripe.
Export your payments - What file to pull from any other billing system.
The month view - Where each month is assembled, questioned and reviewed.
Security - How you sign in, where data is stored, and our SOC 2 status.
Who it is for
The person who has to explain the number. That is usually a finance lead who builds the recurring revenue figures from billing data and hands them to a CEO, a board or investors each month, or a fractional CFO doing the same for several clients. Advisors can hold a separate workspace for each client under one login; see Client workspaces.
Morevy fits any business where revenue repeats, customer-level billing can be exported, and one person owns the explanation.
What you get for each month
The revenue movement | Starting revenue, new, returned, growth, contraction, lost, and ending revenue, with a check that the parts add up. |
The customers behind each change | Open any movement to see who is in it and what each customer contributed. |
Breakdowns | The same movement split by plan, region, owner or any other column with 40 or fewer distinct values. |
Checks and a record | A set of checks on every month, and a short record of the source, basis and version behind the figures. |
Files to send | A deck, a model, an actuals workbook, and a PDF of the month. |
Getting access
You sign up on morevy.ai and book a time. We set up your workspace with you and go through your first month together.
Where Morevy stops
Morevy reports operational recurring revenue. It is not a general ledger, a revenue recognition system, bookkeeping, tax or audit software.
It names the customers behind a change but cannot tell you why they paid less or left; see Asking questions for what it will and will not answer. When your data cannot support a figure, Morevy leaves it out and says why rather than estimating it. Checks and limits are covered in What "reconciled" actually means and Scope and limitations.