Syncing data

Manual syncs any time; the nightly loop keeps everything fresh.

Manual sync

Data Sources → Sync from Xero. Trial Balance takes an as-of date (feeds the Balance Sheet); P&L takes a month (feeds the Income Statement). Both create normal batches — same mapping and commit flow as a CSV upload, and they share mappings with CSV permanently.

The nightly sync

Every night Larch syncs, per connected client: the trial balance as of yesterday, and the P&L for each of the trailing twelve months — so back-dated bookkeeping changes land automatically.

• Unchanged months cost nothing — Larch fingerprints the data and skips months whose books haven't moved.
• Fully-mapped batches auto-commit. Your statements are simply fresh each morning.
• New accounts pause that statement. The batch stays "pending review" and you receive an attention email naming it, linking the batch. Map the account; the next night self-heals the rest (it re-parses pending batches and commits them).

CSV fallback

No Xero? Upload CSVs on the Data Sources page. Trial balance: as_of_date, account_code, account_label, balance (one date, debits positive, credits negative). Activity: period_start, period_end, account_code, account_label, value (one period per file).