Platform

Close data in. Pack out. Everything between, connected.

Most finance tools store numbers. Larch runs a loop. The same steps fire in the same order every month, and everything they produce stays linked: the brief cites the close, the forecast cites the brief, the Pack cites all of it.

The loop

Here is June, as Larch runs it.

The steps never shuffle. Close in, observations, brief, forecast lock, asks, decisions, Pack out. The dates wobble; the order does not. What changes month to month is only what the numbers say.

Close · Observations · Brief · Forecast · Asks · Decisions · Pack

Tue Jun 03 Close data lands1,402 GL rows tied out on sync. One payroll mapping flag, cleared by the controller before lunch.

Fri Jun 06 Observations draftedThe AI proposes 14 against the KPIs. The controller keeps 9, edits 3, kills 2.

Sun Jun 08 Working Brief goes to its reviewerInternal and candid. The client never sees this document.

Wed Jun 11 Forecast v3 locksv2 stays on the record, so anyone can see what the firm believed and when.

Thu Jun 12 Asks go out, both directionsThe client owes the AR detail. The firm owes the lease memo. Each with an owner and a date.

Mon Jun 16 Two decisions recordedDEC-041 and DEC-042, each linked to the action that raised it. Next cycle, the queue asks what happened.

Fri Jun 20 The Pack shipsFinal review signed, published to the client portal. A read worth twenty minutes, not a folder of exports.

An illustrative June · dates and counts fabricated, the order is the product

Two surfaces

The firm works in the dark room. The client reads in the light one.

A controller mid-cycle and an owner reading the May briefing need opposite things from a screen. Larch ships both rooms on one spine.

Firm Console

The dark room.

Dense, operational, built for the team carrying the cycle.

Working Brief with reviewer since Jun 08In review

Forecast v3 locks after sign-offQueued

Client asks AR aging received Jun 05Clear

Pack due to client Jun 20Draft

Internal · the client never sees this room

Client Portal

The light room.

Calm, editorial, built for a twenty-minute monthly read.

A steady month with one thing to watch.

Margin on two jobs why, and what we suggestWatch

Decisions waiting 2 need your input2 open

No outstanding asks from your advisor right nowClear

What the owner opens on the 9th

Same spine underneath · illustrative data, names and figures fabricated

Data confidence

A Pack is only as good as the close behind it.

Everyone has watched a beautiful report fall apart under one question from a partner: where did this number come from. In Larch the answer is a click. Every figure traces to a source row, every source lands through a logged connection or upload, and when something cannot be tied out, the Pack says so on the page instead of rounding past it.

The full control model, on the security page

General ledger sync Jun 03 · 1,402 rows Tied out

AR aging upload Jun 05 · controller Tied out

Payroll register one mapping flag open 1 flag

Illustrative close · counts fabricated

Honest scope

What is live, what is in build, what is not yet.

Marketing pages usually round the roadmap up. This ledger does not. Statuses change only when the software does.

Statuses last updated June 2026

01 Monthly cycle workspaceThe seven-step loop, review states, and the engagement queue. Live

02 Working Brief and CFO PackDrafting, review, sign-off, and publishing to the client portal. Live

03 Decisions, asks, and activity logIDs, links between decisions and actions, full audit trail per engagement. Live

04 Data sourcesAccounting sync and controller uploads with validation and tie-out flags. Live

05 Forecast version comparisonsSide-by-side reads of what changed between locked versions. In build

06 AI-drafted KPI observationsDrafts against each KPI, human-signed before anything publishes. In build

07 Multi-entity consolidationOne read across related companies under common ownership. Roadmap

08 Lender-ready pack variantsA Pack cut for the bank: covenants, coverage, and the story between them. Roadmap

If it says Live, it is in the product today. If it says Roadmap, it is a plan, and you should not buy Larch for it yet.