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Pricing

Simple & Transparent

Simple & Transparent

Simple & Transparent

Add on as needed and we don’t charge until you’re happy

See why each client’s MRR moved, customer by customer

See why each client’s MRR moved, customer by customer

Skip rebuilding the report from billing exports

Skip rebuilding the report from billing exports

Every table and chart checked against the source

Every table and chart checked against the source

Hand your client an Excel model, deck or PDF

Hand your client an Excel model, deck or PDF

MRR by customer cohort, Jan 2022 to Oct 2026, sample data: five bands, one for each starting year, reaching $126,000 in Oct 2026

PLANS

Choose a plan
3
1
Practice: 3 clients, $400 a month, a 11% discount.
MRR by customer cohort, Jan 2022 to Oct 2026, sample data: five bands, one for each starting year, reaching $126,000 in Oct 2026
MRR by customer cohort, Jan 2022 to Oct 2026, sample data: five bands, one for each starting year, reaching $126,000 in Oct 2026

Every plan includes:

Integrations (Stripe, QB) + Multi-file ingestion

Revenue movements and customer level attribution

Full audit trail; flags what it can’t confirm

Plain-English answers to your questions

Excel model with live formulas

Collaborative, client facing deck and PDF exports

Start with a free call to align on goals and define reporting needs.

Deep, Not Wide

Keep your platform for statements and forecasts. Use Morevy for recurring revenue.


1

Always traceable & explainable

2

Anti-hallucination safe guards

3

Always in the driver seat

Data Privacy by Design

Data Privacy by Design

Protecting your trust is our priority - we handle customer data like it’s our own.


Read-only, OAuth 2.0, names masked before AI, isolated workspaces. Blue shields mark the privacy gates: the read-only OAuth 2.0 connection from Stripe and QuickBooks to Morevy (encrypted, US), the private link to your client, and the name masking before the AI writes the note, which keeps nothing
Read-only, OAuth 2.0, names masked before AI, isolated workspaces. Blue shields mark the privacy gates: the read-only OAuth 2.0 connection from Stripe and QuickBooks to Morevy (encrypted, US), the private link to your client, and the name masking before the AI writes the note, which keeps nothing
Read-only, OAuth 2.0, names masked before AI, isolated workspaces. Blue shields mark the privacy gates: the read-only OAuth 2.0 connection from Stripe and QuickBooks to Morevy (encrypted, US), the private link to your client, and the name masking before the AI writes the note, which keeps nothing

Full threat model posture & defense available upon request:

Trust Center.

Frequently asked questions

Frequently asked questions

After your first month ends. We bill it then, so you see the result before you pay. After that the plan renews monthly until you cancel.

No. We set up your first client’s month with you on a call. You add a card from Billing after that month, if you want to keep going.

Each business you report on gets its own workspace. Individual covers one. Practice covers three and grows to 20.

Individual is $150 for each client. Practice is $400 for three clients and $99 for each client after that, up to 20. The more clients you add, the bigger the discount.

No. Plans run month to month, and you can cancel any time.

In workspace settings, or by emailing support@morevy.ai. That stops the next renewal. You still owe the month already started, and your workspace stays open until it ends.

No. You send a private link to their month. They open it with a code we email to them.

Read-only access. From Stripe: payments, refunds, subscriptions, invoices, credit notes, disputes, customers and products. From QuickBooks: invoices and customers. Morevy can never move money, issue refunds or change either account.

Try your first month on us -
no card, no commitment

No self-serve maze, we work closely with you to ensure we get it right


Schedule your free discovery call to get started

Morevy

Computed. Checked. Explained.

© 2026 Morevy, Jetti, LLC
Morevy

Computed. Checked. Explained.

© 2026 Morevy, Jetti, LLC
Morevy

Computed. Checked. Explained.

© 2026 Morevy, Jetti, LLC