Larch · CFO intelligence platform
The CFO platform for owner-led companies and the advisory teams that support them. Turn financials into clear monthly analysis, CFO packs, decisions, and next steps.
One platform · Two paths
Larch supports the owners who run the business and the advisors who guide them. Same numbers. Same rhythm. Same clarity.
For Owners
Upload your financials, see what changed, understand what matters, and get CFO-level guidance on what to do next.
For Advisors
Prepare client-ready CFO packs, surface decisions, track client asks, and deliver a polished monthly experience across every engagement.
Operating pillars
Whether you are the owner or the advisor, Larch holds the same monthly rhythm: clarity, focus, discipline, and decisions that hold up under the hard question.
A higher vantage point.
See what changed, what matters, and where the cycle stands across every monthly review.
Signal over noise.
Turn the monthly finance picture into the few things you actually need to understand, decide, or approve.
Every month. Every time.
Make the monthly CFO cycle predictable for owners, advisors, partners, and client portals alike.
Better decisions. Better outcomes.
Carry context from analysis to brief to decision so insight turns into action.
Built to hold up
Larch is built for finance work, not general dashboarding. Scoped access, preserved versions, audit trail, human review before output goes out.
Firm-scoped
Data isolation enforced at the database layer. No cross-firm reads.
One operating layer
Packs, briefs, decisions, asks, release checks, and portal delivery move together.
Versioned and locked
Each forecast version preserves the assumptions from when it was sent.
Reviewed before publish
AI assists analysis. People approve every output before it leaves the workspace.
Pick a path
Whether you are an owner who wants to understand the business or an advisor delivering monthly packs across clients, Larch starts in the same place.