Upload your financials
Bring your monthly close from QuickBooks, Xero, or a spreadsheet. Larch reads the numbers and organizes them into a CFO-grade view.
Larch for Owners
Understand your business
like a CFO would.
Upload your financials, see what changed, understand what matters, and get CFO-level guidance on what to do next. Every cycle.
Why Larch
The clarity a CFO would bring. Without the hire.
Most owner-led companies are running a real business with finance tools built for bookkeepers. Larch fills the gap between the ledger and the executive read.
See what changed and why
Each cycle, Larch surfaces the movement that matters. Revenue, margin, cash, and the trends behind them, explained in plain language.
Know what to do next
Larch pairs the analysis with specific next steps. The kind of guidance a CFO would walk you through, ready before your next operating review.
The monthly cycle
A predictable rhythm, built around your close.
Larch runs the same loop every month, so you stop relying on one-off projects and last-minute scrambles to understand where the business stands.
01
Connect your books
Plug in QuickBooks or Xero, or drop in a trial balance. Larch handles the cleanup so you start every month with a consistent picture.
02
Review the monthly read
A short brief tells you what changed since last month, what matters, and where to look first. No 40-page reports nobody reads.
03
Decide and move
Each cycle ends with a clear set of decisions, actions, and follow-ups. Track what you said you would do, and what happened next.
04
Roll forward
The picture builds month over month. Forecasts, assumptions, and decisions stay versioned so you can see how the story unfolded.
What you get back
Run the business with confidence, not guesswork.
Cash visibility
Always know where cash is going, what is coming, and where the next pinch points sit.
Margin discipline
See which products, services, or customers are actually carrying the business.
Decision history
A running record of the choices made each cycle, the reasoning, and the outcome.
A real monthly rhythm
The cycle runs the same way every month, so the business stops getting away on you.
Working with an advisor?
Larch plays nicely with your fractional CFO.
If you already work with a fractional CFO, controller, or advisory firm, Larch can run inside their engagement so you and your advisor see the same numbers, decisions, and follow-ups.
One source of truth
The Pack, the decisions, the asks, the version history. All in one place. Your advisor stops rebuilding decks. You stop chasing attachments.
Ready to look at your numbers differently?
Book a walkthrough.
We will walk you through how Larch reads a real close, what the monthly cycle looks like, and what it would mean for your shop.