{"id":120692,"date":"2026-09-16T21:30:15","date_gmt":"2026-09-16T20:30:15","guid":{"rendered":"https:\/\/neropay.app\/?page_id=120692"},"modified":"2026-09-16T21:33:16","modified_gmt":"2026-09-16T20:33:16","slug":"neropay-insights","status":"publish","type":"page","link":"https:\/\/neropay.app\/cy-cy\/neropay-insights\/","title":{"rendered":"NeroPay Insights | Balances, Sales &#038; AI-Powered Reporting"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"120692\" class=\"elementor elementor-120692\" data-elementor-settings=\"{&quot;element_pack_global_tooltip_width&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_padding&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true}}\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcd6794 e-con-full e-flex e-con e-parent\" data-id=\"dcd6794\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-437f6db elementor-widget elementor-widget-html\" data-id=\"437f6db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<!-- NeroPay Insights \u2014 page content only. 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.ni-closing{padding:26px}.npi .ni-closing .ni-button{width:100%}.npi .ni-hero-foot{gap:12px;flex-direction:column}.npi .ni-brand{font-size:.95rem}.npi .ni-properties>div{flex-wrap:wrap}}\n@media(prefers-reduced-motion:reduce){.npi .ni-button{transition:none}.npi .ni-button:hover{transform:none}}\n<\/style>\n\n<section class=\"ni-hero\" aria-labelledby=\"npi-title\">\n <div class=\"ni-wrap\">\n  <div class=\"ni-hero-grid\">\n   <div>\n    <span class=\"ni-kicker\">NeroPay Insights<\/span>\n    <h1 id=\"npi-title\">Your business numbers.<br><em>Just ask.<\/em><\/h1>\n    <p class=\"ni-lead\">Ask about your NeroPay balance, explore sales performance and check recent transfer statuses from an AI conversation.<\/p>\n    <p class=\"ni-lead\">Connect your merchant account through a read-only MCP connection, for use with ChatGPT where supported or another compatible AI client.<\/p>\n    <div class=\"ni-actions\"><a class=\"ni-button\" href=\"#npi-connect\">See how to connect <span aria-hidden=\"true\">\u2197<\/span><\/a><a class=\"ni-button ni-button--outline\" href=\"#npi-prompts\">Explore example prompts<\/a><\/div>\n    <p class=\"ni-note\">Requires an eligible NeroPay account and a compatible client. Access depends on account enablement and the client\u2019s connection settings.<\/p>\n   <\/div>\n   <div class=\"ni-demo\" aria-label=\"Illustrative conversation, not live account data\">\n    <div class=\"ni-demo-head\"><div class=\"ni-brand\"><span class=\"ni-icon\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\"><path d=\"M4 19h16M6 15l4-5 4 3 4-7M15 6h3v3\"\/><\/svg><\/span>NeroPay Insights<\/div><span class=\"ni-tag\">Illustrative example<\/span><\/div>\n    <div class=\"ni-demo-body\">\n     <span class=\"ni-speaker\">You ask<\/span><blockquote class=\"ni-question\">How did my gross sales over the last 7 days compare with the previous 7 days?<\/blockquote>\n     <div class=\"ni-answer\"><span class=\"ni-speaker\">An example answer<\/span><p>Your GBP NeroPay-processed gross sales increased by 20% across these two periods.<\/p>\n      <div class=\"ni-metric\"><small>Last 7 days \u00b7 GBP gross sales<\/small><strong>\u00a38,640.00<\/strong><span class=\"ni-growth\">+20% vs the preceding 7 days<\/span><\/div>\n      <table class=\"ni-compare\"><caption style=\"position:absolute;width:1px;height:1px;overflow:hidden;clip-path:inset(50%)\">Example comparison for one currency and channel<\/caption><tbody><tr><th scope=\"row\">Previous 7 days<\/th><td>\u00a37,200.00<\/td><\/tr><tr><th scope=\"row\">Payment count<\/th><td>216 vs 180<\/td><\/tr><\/tbody><\/table>\n      <p class=\"ni-caption\">Sample figures only. Gross sales before refunds\u2014not profit or net proceeds. Other currencies and channels are reported separately.<\/p>\n     <\/div>\n    <\/div><div class=\"ni-demo-footer\">Read-only account insights \u00b7 no payment or transfer actions<\/div>\n   <\/div>\n  <\/div>\n  <div class=\"ni-hero-foot\"><span><b>01<\/b> Your authorised merchant account<\/span><span><b>02<\/b> Permissions you choose<\/span><span><b>03<\/b> Revoke access through NeroPay<\/span><\/div>\n <\/div>\n<\/section>\n\n<section class=\"ni-section\" aria-labelledby=\"npi-capabilities\">\n <div class=\"ni-wrap\">\n  <div class=\"ni-head\"><div><span class=\"ni-kicker\">What you can ask<\/span><h2 id=\"npi-capabilities\">Four ways to understand<br>your day-to-day business.<\/h2><\/div><p>Account information from NeroPay, explained in the conversation you are already having.<\/p><\/div>\n  <div class=\"ni-cap-grid\">\n   <article class=\"ni-card\"><div class=\"ni-icon\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\"><rect x=\"3\" y=\"6\" width=\"18\" height=\"14\" rx=\"3\"\/><path d=\"M3 8V5a2 2 0 0 1 2-2h12v3M16 11h5v5h-5z\"\/><\/svg><\/div><h3>Understand your balance<\/h3><p>See wallet and reserve balances by currency, plus incoming funds and settlement information when available.<\/p><code>get_balances<\/code><\/article>\n   <article class=\"ni-card\"><div class=\"ni-icon\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\"><path d=\"M4 20h16M7 16v-5M12 16V4M17 16V8\"\/><\/svg><\/div><h3>Review your sales<\/h3><p>Ask for gross sales and payment counts over a date range of up to 90 days, separated by currency and payment channel.<\/p><code>get_sales_summary<\/code><\/article>\n   <article class=\"ni-card\"><div class=\"ni-icon\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\"><path d=\"M4 17l5-5 4 3 7-10M15 5h5v5\"\/><\/svg><\/div><h3>Compare performance<\/h3><p>Compare today so far with the same weekday last week, or the last 7 or 30 days with the preceding period.<\/p><code>compare_sales<\/code><\/article>\n   <article class=\"ni-card\"><div class=\"ni-icon\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\"><path d=\"M4 7h15M15 3l4 4-4 4M20 17H5M9 13l-4 4 4 4\"\/><\/svg><\/div><h3>Check transfer progress<\/h3><p>Review references and request or payout statuses for up to 10 recent transfers. This does not create or send a transfer.<\/p><code>get_recent_transfers<\/code><\/article>\n  <\/div>\n  <p class=\"ni-context\">Currencies stay separate. Recorded cash and third-party card activity are distinguished from payments processed by NeroPay. Incoming funds are already included in the wallet balance and should not be added again.<\/p>\n <\/div>\n<\/section>\n\n<section class=\"ni-section ni-paper\" id=\"npi-prompts\" aria-labelledby=\"npi-prompts-title\">\n <div class=\"ni-wrap\">\n  <div class=\"ni-head\"><div><span class=\"ni-kicker\">Start with a question<\/span><h2 id=\"npi-prompts-title\">Less digging.<br>More understanding.<\/h2><\/div><p>Copy a prompt into your connected AI client. Ask for a currency, period or channel to make your question more specific.<\/p><\/div>\n  <div class=\"ni-prompts\">\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">Balance check<\/span><p id=\"npi-p1\">Show my NeroPay wallet and reserve balances, separately for each currency.<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p1\" aria-label=\"Copy balance check prompt\">Copy prompt<\/button><\/article>\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">Incoming funds<\/span><p id=\"npi-p2\">How much of my wallet balance is incoming, and what settlement information is available?<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p2\" aria-label=\"Copy incoming funds prompt\">Copy prompt<\/button><\/article>\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">Sales overview<\/span><p id=\"npi-p3\">Summarise my gross sales and payment counts for the last 7 days, by currency and channel.<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p3\" aria-label=\"Copy sales overview prompt\">Copy prompt<\/button><\/article>\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">Today\u2019s performance<\/span><p id=\"npi-p4\">Compare today\u2019s gross sales so far with the same weekday last week, up to the same time.<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p4\" aria-label=\"Copy today\u2019s performance prompt\">Copy prompt<\/button><\/article>\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">30-day comparison<\/span><p id=\"npi-p5\">Compare gross sales over the last 30 days with the previous 30 days. Keep currencies and channels separate.<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p5\" aria-label=\"Copy 30-day comparison prompt\">Copy prompt<\/button><\/article>\n   <article class=\"ni-prompt\"><span class=\"ni-prompt-label\">Transfer update<\/span><p id=\"npi-p6\">Show the references and statuses of my five most recent transfers.<\/p><button type=\"button\" class=\"ni-copy\" data-npi-copy=\"npi-p6\" aria-label=\"Copy transfer update prompt\">Copy prompt<\/button><\/article>\n  <\/div>\n  <p class=\"ni-copy-help\">These buttons only copy text. They do not access your account or run a report. <a href=\"#npi-connect\">Connect your account first.<\/a><\/p>\n  <div class=\"ni-status\" role=\"status\" aria-live=\"polite\" id=\"npi-copy-status\"><\/div>\n  <div class=\"ni-fallback\" id=\"npi-copy-fallback\" hidden><label for=\"npi-copy-text\">Automatic copying is unavailable. Select and copy this text:<\/label><textarea id=\"npi-copy-text\" readonly><\/textarea><\/div>\n <\/div>\n<\/section>\n\n<section class=\"ni-section\" id=\"npi-connect\" aria-labelledby=\"npi-connect-title\">\n <div class=\"ni-wrap\">\n  <div class=\"ni-connect-grid\">\n   <div><span class=\"ni-kicker\">A connection, not another dashboard<\/span><h2 id=\"npi-connect-title\">Your account.<br>Your permission.<\/h2><p class=\"ni-lead\">MCP\u2014Model Context Protocol\u2014lets a compatible AI client request information through NeroPay\u2019s available tools.<\/p>\n    <ol class=\"ni-steps\"><li><div><h3>Start in a compatible AI client<\/h3><p>Add the NeroPay Insights MCP endpoint using a client that supports this server\u2019s OAuth connection. Setup and availability vary by client.<\/p><\/div><\/li><li><div><h3>Sign in as the merchant owner<\/h3><p>Complete the NeroPay sign-in and review the read-only permissions requested. Staff, POS and \u201clogin as merchant\u201d sessions cannot authorise the connection.<\/p><\/div><\/li><li><div><h3>Ask, review and stay in control<\/h3><p>Use the approved tools in your conversation. Check important figures against NeroPay reports and revoke access from your Insights connections when needed.<\/p><\/div><\/li><\/ol>\n   <\/div>\n   <div class=\"ni-connection\"><span class=\"ni-kicker\">Connection details<\/span><h3>NeroPay Insights MCP<\/h3><p>Use this address in the client\u2019s MCP connection settings, not as a normal website page.<\/p><code class=\"ni-endpoint\" id=\"npi-endpoint\">https:\/\/eu.neropay.app\/insights\/mcp<\/code><button class=\"ni-copy\" type=\"button\" data-npi-copy=\"npi-endpoint\" aria-label=\"Copy MCP server URL\">Copy server URL<\/button>\n    <dl class=\"ni-properties\"><div><dt>Authentication<\/dt><dd>OAuth<\/dd><\/div><div><dt>Access<\/dt><dd>Read-only<\/dd><\/div><div><dt>Permissions<\/dt><dd>Balances \u00b7 Sales \u00b7 Transfers<\/dd><\/div><div><dt>Account scope<\/dt><dd>Authorised merchant only<\/dd><\/div><\/dl>\n    <p>Never paste your NeroPay password, API secrets or access tokens into a chat.<\/p><div class=\"ni-actions\"><a class=\"ni-button\" href=\"https:\/\/eu.neropay.app\/merchant\/insights\">Manage Insights connections <span aria-hidden=\"true\">\u2197<\/span><\/a><\/div>\n   <\/div>\n  <\/div>\n  <div class=\"ni-boundary\"><h3>Insights can explain.<br>It cannot move your money.<\/h3><p>The available tools cannot initiate payments, send transfers, issue refunds or change account settings. They do not expose customer details, bank details, transfer amounts, processing fees or net profit. Information returned to your AI client is also subject to that client\u2019s data policies.<\/p><\/div>\n <\/div>\n<\/section>\n\n<section class=\"ni-section ni-paper\" aria-labelledby=\"npi-faq-title\">\n <div class=\"ni-wrap\">\n  <div class=\"ni-faq\"><div><span class=\"ni-kicker\">Good to know<\/span><h2 id=\"npi-faq-title\">A few things<br>before you connect.<\/h2><\/div><div class=\"ni-faq-list\">\n   <details><summary>Does this work with every AI app?<\/summary><p>No. The client must support the connection and OAuth requirements of NeroPay Insights. ChatGPT access depends on the connection options available to your account or workspace. Check client compatibility and account eligibility before connecting.<\/p><\/details>\n   <details><summary>Can I see fees, profit or individual customer payments?<\/summary><p>No. Sales tools return gross sales and payment counts, not fees, net proceeds, profit or raw customer transactions. Gross sales include historically recorded sales before refunds. Use your NeroPay dashboard for information outside the Insights toolset.<\/p><\/details>\n   <details><summary>Can an AI assistant create a payment or transfer?<\/summary><p>No. NeroPay Insights only provides the read-only tools described on this page. A request to move money or change your account cannot be carried out through these tools.<\/p><\/details>\n   <details><summary>Why can\u2019t I connect through \u201clogin as merchant\u201d?<\/summary><p>Connection approval requires a direct merchant-owner session. Sign out of staff or admin impersonation sessions and use a separate browser session signed in directly as the owner. The merchant account must also be eligible and enabled for Insights.<\/p><\/details>\n   <details><summary>Are all figures guaranteed to be available?<\/summary><p>No. Results depend on the account\u2019s recorded data and the permissions you grant. Settlement information may be unavailable; that does not mean zero. Balances are not guaranteed payout quotes. Review the reporting period, currency and source before acting on an AI-generated explanation.<\/p><\/details>\n  <\/div><\/div>\n  <div class=\"ni-closing\"><div><h3>Turn your next question into an insight.<\/h3><p>Start with your balance, your sales or a recent transfer.<\/p><\/div><a class=\"ni-button\" href=\"#npi-prompts\">Choose a prompt <span aria-hidden=\"true\">\u2197<\/span><\/a><\/div>\n <\/div>\n<\/section>\n<script>\n(function () {\n  const root = document.getElementById('neropay-insights');\n  if (!root || root.dataset.copyReady) return;\n  root.dataset.copyReady = 'true';\n  const status = root.querySelector('#npi-copy-status');\n  const fallback = root.querySelector('#npi-copy-fallback');\n  const field = root.querySelector('#npi-copy-text');\n  root.querySelectorAll('[data-npi-copy]').forEach(function (button) {\n    button.addEventListener('click', async function () {\n      const source = root.querySelector('#' + button.dataset.npiCopy);\n      if (!source) return;\n      const text = source.textContent.trim();\n      const label = button.textContent;\n      button.disabled = true;\n      try {\n        if (!navigator.clipboard || !window.isSecureContext) throw new Error('Clipboard unavailable');\n        await navigator.clipboard.writeText(text);\n        button.textContent = 'Copied!';\n        fallback.hidden = true;\n        status.textContent = button.dataset.npiCopy === 'npi-endpoint' ? 'Server URL copied. Paste it into your client\u2019s MCP settings.' : 'Prompt copied. Paste it into your connected AI client.';\n      } catch (error) {\n        fallback.hidden = false;\n        field.value = text;\n        field.focus();\n        field.select();\n        status.textContent = 'Select and copy the text below.';\n      } finally {\n        window.setTimeout(function () { button.textContent = label; button.disabled = false; }, 1600);\n      }\n    });\n  });\n})();\n<\/script>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>NeroPay Insights Your business numbers. Just ask. Ask about your NeroPay balance, explore sales performance and check recent transfer statuses from an [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-120692","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/pages\/120692","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/comments?post=120692"}],"version-history":[{"count":5,"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/pages\/120692\/revisions"}],"predecessor-version":[{"id":120703,"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/pages\/120692\/revisions\/120703"}],"wp:attachment":[{"href":"https:\/\/neropay.app\/cy-cy\/wp-json\/wp\/v2\/media?parent=120692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}