Not the other way around. You should not need to learn your accountant's software, or decode a forty-tile dashboard, to know whether May was good.
So Larch sends you a read instead. Around the 9th of each month: what moved, why it moved, and the two or three calls waiting on you. Written in sentences. Twenty minutes, and you know where you stand.
Revenue held where April left it. Cash is fine through summer. Margin slipped on two jobs. Same crew, same kind of work, so it is worth a conversation with the estimator before the next bid goes out.
The equipment lease (signed quote attached, two options) and the hire you have been circling since March. Both have numbers behind them now.
Illustrative read · figures fabricated
The read arrives. You do not go looking for it. If you never open the portal outside the monthly email, the product is still working.
When something needs your call, it comes with the figures that matter and a recommendation you can push back on. You decide; it gets logged; next month the read tells you how it played out.
When the month was rough, the read says so in the first sentence. No bank-statement archaeology to find out for yourself.
Every figure traces to a source row. When the lender asks for support, your advisor sends it the same day.
Usually with your advisory firm doing the setup. You are involved twice, briefly.
QuickBooks, Sage, or whatever the firm runs your file in. Read-only. Nothing about your accounting changes.
Margin by job? Cash runway? The three numbers you scribble on a napkin anyway. Those become the spine of your read.
It covers the month just closed. The first one comes with a walkthrough call; after that, it just arrives.
Your advisory firm runs the cycle behind this. The close, the review, the sign-off. If they are not on Larch yet, send them here.