A methodology operating layer
The Financial Readiness Pathway gives the product its shape. The platform makes that pathway easier to run every month.
Platform
One operating layer for the Financial Readiness Pathway.
Larch turns the monthly CFO cycle into software for both owners and advisors: the engagement workspace, the reviewed data layer, the monthly operating workflow, and the reports that come from it.
Platform architecture
Five connected modules
01 Engagement Core
Live foundation
02 Financial Data Layer
Live foundation
03 Operating Workflow
Operating loopCenter of gravity
04 Report Generator
In build
05 Client Portal
Roadmap
Methodology-led
The platform runs the Financial Readiness Pathway.
Data layer
Reviewed inputs become reusable context.
Workflow
The monthly loop stays visible.
Reports
Output comes from reviewed work.
Portal roadmap
Client access expands the loop.
WHAT IT IS
Not another dashboard. A monthly operating system.
Dashboards show movement. Larch is built to run the work that follows: review, narrative, forecast discipline, actions, decisions, and output.
A decision and action system
Numbers, narrative, forecast assumptions, actions, and decisions stay connected to the month they came from.
A reviewed-output engine
Reports are generated from reviewed work instead of being assembled afterward from scattered files and memory.
THE MODULES
Five modules, one flow of work.
Each module has a job. Together they move the business from raw finance work to reviewed decisions and client-ready output.
01
Engagement Core
Live foundation
Client workspaces, owners, roles, and engagement context stay in one firm-scoped place.
Holds or produces
- Client profile
- Engagement status
- Firm context
02
Financial Data Layer
Live foundation
Reviewed financial data, KPI sets, observations, and source context become reusable operating inputs.
Holds or produces
- KPI set
- Observation history
- Data quality notes
03
Operating Workflow
Center of gravity
The monthly CFO loop moves from close review to brief, forecast, actions, decisions, Pack, and roll-forward.
Holds or produces
- Working Brief
- Action Register
- Decision Log
04
Report Generator
In build
Reviewed operating work turns into CFO Packs, executive snapshots, lender updates, and board-ready output.
Holds or produces
- Monthly CFO Pack
- Executive Snapshot
- Report archive
05
Client Portal
Roadmap
A client-facing workspace for reviewed Packs, actions, decisions, and secure follow-through.
Holds or produces
- Pack access
- Owner actions
- Decision history
Operating loop
The month moves through seven reviewed steps.
Phase 03 is the product center of gravity because it is the recurring cadence owners, controllers, and advisors actually run.
Open Phase 031Close data reviewed
2KPI observations updated
3Working Brief drafted
4Forecast version locked
5Actions and decisions captured
6Pack generated and reviewed
7Next month rolled forward
HONEST SCOPE
Clear about what exists, what is being built, and what comes next.
Larch is being productized from real CFO delivery work with owner-led companies and advisory teams. The site should say that plainly.
Live foundation
- Firm-scoped workspaces
- Engagement structure
- KPI and observation patterns
- Audit-aware data model
In build
- Working Brief workflow
- Pack generation flow
- Forecast version discipline
- Report archive polish
Roadmap
- Client portal access
- Lender package workflow
- Multi-client partner queue
- Deeper source integrations
DATA CONFIDENCE
Finance work needs traceability before it needs theatre.
The product posture is simple: scoped data, review before publish, preserved versions, and reports that can be traced back to the work.
Firm-scoped isolation
Client and firm data boundaries are part of the product architecture.
Human review
AI can assist drafting, but people review the work before output is published.
Canadian data posture
The platform is designed around Canadian-hosted financial data infrastructure.
Version discipline
Forecasts, assumptions, Packs, and decisions are preserved in context.
Walkthrough
See the operating layer with your business as the example.
Walk through the architecture, the monthly loop, and the reporting output in one focused session.