🔒 Alpha: Smarter Reports are currently in alpha. We’ll reach out if your account qualifies.
Smarter Reports are a set of financial reports built for businesses using Smarter Invoice. They help you review sales, payments, cash-basis revenue, unpaid invoices, and customer balances using the date and level of detail that match your question.
Use these reports when you need to understand why two totals differ, review the records behind a total, or prepare information for your bookkeeper. Smarter Reports support financial review, but they do not replace your accounting software, payment processor, or bank records.
👉 Learn more about Smarter Invoice & Payment: Overview
How these reports are different from Insights reports
MoeGo Insights reports are built for operational and performance monitoring — they answer questions like "how much did I earn this week?" or "which staff member had the most appointments?"
Smarter Invoice Reports are built for financial accuracy and compliance — they answer questions like "how much revenue did I recognize on the day payment was collected?" or "what taxable sales do I need to report to the state?"
| Other Insights reports | Smarter Reports |
Main purpose | Monitor business performance and operations | Review detailed sales, payment, and balance activity |
Date basis | Varies by report | Varies by report, including checkout date, transaction date, and as-of date |
Best for | Trends, appointments, staff, and performance | Financial review and investigating report totals |
Availability | Depends on the feature and plan | Alpha — selected businesses only |
⚠️ Important: A different total does not always mean something is wrong. It may mean the reports use different date logic, grouping logic, or business logic.
Who these reports are for
These reports are designed for:
Business owners who need accurate financial records for accounting or tax purposes
Accountants and bookkeepers managing month-end close, revenue reconciliation, or tax filing
Multi-location businesses that require standardized financial reporting across locations
Before you start
Requirement | What to know |
Account access | These reports are currently in beta and available to select accounts. Contact your account manager to request access. |
Smarter Invoice | These reports require Smarter Invoice. Accounts on the legacy invoice schema will not have access. |
Data timing | Data syncs hourly, and figures may be up to 2 hours behind a recent transaction. |
Report basis | Different reports answer different business questions, so totals may not always match across reports. |
📝 Note: If you recently checked out an invoice, collected a payment, issued a refund, or changed a revenue category, allow time for the reports to refresh before comparing totals.
Reports in this collection
Report family | Use it when you want to understand |
What your business sold | |
What revenue was received based on payment timing | |
What money was collected, refunded, or charged in processing fees | |
What happened to deposits, store credit, and packages | |
How items are organized into reporting groups |