Analytics & reporting | Solvimon

Solvimon gives you four ways to get billing data out of the platform: Insights to see how your business is doing, reports to download the underlying records, data exports to sync everything into your own warehouse, and the MCP server to ask questions about your data from an AI assistant. This page explains what each one is for, so you can pick the right one.

Four ways to use your billing data

	Insights	Reports	Data exports	MCP server
What it is	Interactive dashboards with tiles, charts and tables inside Desk	Files you generate on demand or on a schedule	A recurring sync of Solvimon tables into your own data warehouse or object storage	A connection between your AI assistant, such as Claude, and your Solvimon data
Level of detail	Aggregated and filterable: totals, trends, breakdowns	Row level: one row per invoice, invoice line, event, price or customer	Row level, as full tables	Individual records and aggregated figures, as text, tables or charts
Best for	Monitoring revenue, collections, usage and growth; quick answers without leaving Desk	Month-end close, reconciliation, audits, tax returns, sharing figures with finance	Joining billing data with your product, CRM and finance data in your own BI tool	Ad-hoc questions and follow-ups in plain language, in the AI tools you already use
Freshness	Invoice, usage and wallet data within minutes; growth metrics hourly	As of the moment Solvimon generates the report	Daily, or hourly by agreement	Records live; analytics refresh on a schedule
Where	Desk, under Insights	Desk, under Reporting, or the API	Set up once with Solvimon, then runs automatically	Your AI assistant, signed in with your Desk account
Availability	Included	Included	Premium add-on	Beta: test sandbox for everyone, live on request

A simple rule of thumb: use Insights to see a number, reports to prove a number, data exports to combine your numbers with everything else you know about your customers, and the MCP server to ask about them in plain language.

Insights

Insights is the analytics area in Desk. It shows high-level overviews of revenue, invoices, usage, wallet balances, customers and growth, built from your billing data and converted to your reporting currency. Every tile is filterable, and the Ask page answers your own questions about the same data.

In Desk, Insights has four pages: Overview for the headline figures, Details for breakdowns of revenue, invoices, usage meters, wallets and customers, Growth for MRR movements and retention, and Ask for your own questions. See Where to find Insights.

Reports

Reports are files with the records behind the numbers: invoice headers and lines, tax summaries, the events billed on an invoice, unmatched and duplicate events, prices and overrides, subscriptions, payments and the revenue recognition schedule. You request them in Desk or through the API, run them on a schedule, and download them as CSV, JSON Lines, Parquet or Avro.

Data exports

Data exports replicate customers, subscriptions, invoice lines and products into Snowflake, Redshift, BigQuery, Google Cloud Storage, AWS S3 or Azure Blob Storage. Use them when you want billing data next to the rest of your data and query it with your own tooling. The Integrations section describes setup, destinations and sync modes.

MCP server

The Solvimon MCP server lets an AI assistant read your billing data for you. Ask a question such as “which 10 customers generated the most invoiced revenue this year?” and the assistant queries Solvimon and answers, without you opening Desk or a report. It works with your Desk permissions and is read-only on live data by default.

Insights

What every tile and chart shows, and the formula behind it

Reports

Every report type, what’s in it and how to generate it

Data exports

Sync billing data into your own warehouse or storage

MCP server

Ask your AI assistant about your billing data