Welcome

Larch is FourX Partners' CFO platform: it connects to a client's accounting system, keeps their financial data fresh every night, and produces management-grade financial statements you control line by line.

The shape of Larch

Everything in Larch hangs off an engagement (a client relationship). Each engagement has tabs:

• Financials — the live statement viewer: any period, comparatives, budgets, variance, PDF/CSV export.
• Data — connections, syncs, uploads, batches, and account mapping.
• Pack / Registers / People & Activity / Setup — the monthly CFO workflow surfaces.

The data pipeline in one paragraph

Data enters as a batch (synced from Xero or uploaded as CSV). A batch is parsed, its accounts are mapped onto your reporting lines (once per account — mappings persist), then committed, which turns it into facts. Statements are computed from facts at view time, so a mapping fix re-flows through every month instantly. Nothing reaches a statement without passing through this reviewable pipeline.

Where to start

New client? Start at Getting started. Numbers look wrong? Go straight to Troubleshooting — it encodes the reconciliation playbook.