> For the complete documentation index, see [llms.txt](https://docs.morevy.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.morevy.ai/docs/introduction.md).

# Introduction

Morevy takes the payment history you can already export from your billing system and turns it into two things:

* **A monthly close.** What happened to your recurring revenue this month, and why.
* **A worklist.** Which customers to call, and what to say.

You ask for it in plain language. You get back tables and figures, not a paragraph with numbers buried in it.

```mermaid
flowchart LR
    A["Export payments<br/>from your billing system"] --> B["Upload"]
    B --> C["Answer three questions<br/>about the file"]
    C --> D["Monthly close<br/><i>what happened</i>"]
    C --> E["Worklist<br/><i>who to call</i>"]
```

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-file-arrow-up">:file-arrow-up:</i></td><td><strong>Export your payments</strong></td><td>What file to pull from your billing system, and what has to be in it.</td><td><a href="/pages/sxTWAho37863Lcv8k306">/pages/sxTWAho37863Lcv8k306</a></td></tr><tr><td><i class="fa-circle-question">:circle-question:</i></td><td><strong>The three questions</strong></td><td>What Morevy asks about your file before it will run anything.</td><td><a href="/pages/c5zAHHC46VIvdkBvzl4x">/pages/c5zAHHC46VIvdkBvzl4x</a></td></tr><tr><td><i class="fa-calculator">:calculator:</i></td><td><strong>Run your first close</strong></td><td>Ask for a month and read what comes back.</td><td><a href="/pages/dIL4GlNdFfqE4m8rh2p0">/pages/dIL4GlNdFfqE4m8rh2p0</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i></td><td><strong>Cash vs recurring revenue</strong></td><td>The one decision that changes every figure. Worth five minutes.</td><td><a href="/pages/1RiaFJsZS4GBRI1VPJKJ">/pages/1RiaFJsZS4GBRI1VPJKJ</a></td></tr></tbody></table>

## Who it is for

Any business that bills customers on a repeating basis, where the payment history is the best record you have.

Gyms and studios, clinics, coworking, salons, clubs, subscription products. What matters is not the industry. It is that your revenue repeats, some of it is prepaid, and nobody has time to reconcile it by hand.

If your billing system can export a payment history and not much else, that is the situation Morevy is built for. You do not need a bookkeeper, an accountant, or a data person.

{% hint style="info" %}
**A note on wording.** Morevy says **member** for whoever you bill, because that is what the movement table calls them. Read it as customer, subscriber, client or patient as suits your business. The arithmetic does not care what you call them.
{% endhint %}

## What makes it different

Morevy will not show you a number it cannot trace.

Every figure on screen is computed by an engine from the rows you uploaded. The assistant decides what to show you and how to explain it, but it never authors a figure. If the engine has not produced something, nothing renders in its place.

That sounds like a technical detail. It is the reason you can act on what you see.

{% hint style="info" %}
Morevy refuses to run a close when it does not know what your columns mean. A confident wrong number is worse than no number, and a close that quietly counted a one-off retail sale as recurring revenue is the kind of mistake nobody catches for months.
{% endhint %}

## What you get

|                                 |                                                                                                                               |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Revenue movement**            | Opening balance, what came in, what left, closing balance. The legs add up to the total, and Morevy says so when they do not. |
| **Breakdowns**                  | The same movement split by plan, location, staff member, or any column in your file.                                          |
| **The members behind a figure** | Click any amount to see exactly who is in it.                                                                                 |
| **Retention ratios**            | Gross and net revenue retention on the basis you chose.                                                                       |
| **An audit trail**              | Every figure traces back to the rows it came from and the answers you gave.                                                   |


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