Your first monthly review

Ask in plain language:

close February

That is the whole command. No form, no date pickers.

What you see while it runs

Morevy shows its work as a list of named steps, each one ticking over as it completes:

Confirm run plan

Cash collected, source as mapped

Reconcile revenue identity

Ties at $41,467 net ending

Movement and segments

209 customers, Status lens

The steps are named for the work, not for what the assistant is doing. There is no "Thinking". This part is arithmetic, and the evidence that it happened is the reason to trust the figure underneath.

It will stop and ask

Before the first close in a conversation, Morevy states its plan and waits:

Close February 2026 on these inputs?

Period: Feb 2026 · Source: payments_export.csv · Basis: Cash collected · Revenue scope: 2 of 4 values counted · Durations: from plan names

[Run it] [Change the basis] [Pick a different month]

Confirm once and it is settled for the rest of the conversation. Morevy will not ask you the same question twice.

It stops again if it hits something only you can decide, such as a plan whose length it cannot read, or two columns that disagree about which one carries the date.

What you get back

A headline figure, then the evidence for it:

Feb 2026 $41,467 +$1,449 from the opening balance · the movement ties

Underneath that sits the revenue movement table, which is covered in Reading the revenue movement. The unit line under the title names the basis, so a figure is never ambiguous about what it is counting.

Tip. "The movement ties" means the opening balance plus every leg equals the closing balance, checked by Morevy rather than asserted. If it does not tie, it says so and by how much, instead of quietly presenting a total that does not add up.

Asking follow-ups

Once a close exists, ask anything about it in the same conversation:

• Who stopped paying in February and what did it cost?

• What drove the movement?

• Break that down by plan

• How does this compare to January?

Each answer is a real computation against your file, not a summary of what is already on screen.

Note the second one asks what drove the movement, not why customers behaved as they did. Morevy can name the customers and segments behind a figure. The commercial reason sits outside the billing export, and it will say so rather than guess.