Built for Accounting & Advisory Firms

    Turn Every Client Into
    a CFO Advisory
    Engagement

    Deploy a live financial dashboard to your clients in 48 hours. AI-generated executive briefings, scenario modeling, and industry benchmarks — powered by their QuickBooks data, delivered under your firm's brand.

    Trusted by accounting and advisory firms nationwide

    app.springtideba.com/dashboard
    Financial Intelligence Platform
    Welcome, Jane
    Revenue MTD
    $24,800
    Net Profit
    $6,200
    Cash Position
    $48,500
    Trailing Performance
    Certified & Credentialed
    Intuit Enterprise Suite CertifiedIntuit ProAdvisor GoldQuickBooks Online Level 2 CertifiedClient Advisory Services Foundations GraduateIntuit Bookkeeping TrainedQuickBooks Payroll Certified

    Why Firms Choose Spring Tide

    The platform that turns your QuickBooks expertise into a scalable advisory revenue stream.

    New Revenue Stream

    Charge clients $150–$500/month for dashboard access and create predictable advisory revenue. Most firms recoup the platform cost with a single client.

    Eliminate Manual Reporting

    Stop spending hours building reports. AI generates executive-level financial briefings from QuickBooks data automatically — every month, for every client.

    Competitive Differentiation

    Offer proactive financial intelligence that goes beyond what Intuit Accountant Suite, static reports, or spreadsheets can deliver. Give clients a reason to stay.

    The Spring Tide Platform

    Financial Intelligence Your Clients Can Act On

    Your clients get access to a branded CFO Intelligence Dashboard — connected directly to their QuickBooks data. Track cash runway, forecast revenue, analyze profitability, drill into P&L and balance sheet, and get AI-generated CFO recommendations — refreshed nightly.

    app.springtideba.com/dashboard
    The CFO Intelligence dashboard your clients see — KPIs, benchmarks, and trends (demo data)

    Real product view — demo data shown

    📊 9-Tab Financial Dashboard🤖 AI CFO Advisor📄 Report Studio Board Reports📈 6-Month Forecasting🏦 Balance Sheet & Cash Flow📋 P&L Drilldown — Every Account

    Built for Accounting and Advisory Firms

    Spring Tide partners with accounting, bookkeeping, and fractional CFO firms to deliver AI-powered financial intelligence to their clients at scale. The firm is our customer — your clients are the end users.

    • Works with your existing QuickBooks client connections — no new software for clients to install
    • White-label ready — your firm's brand on every dashboard
    • Dedicated onboarding and a client success team, not a help desk
    • Transparent pricing — flat monthly base plus simple per-client rates. No hidden fees, no annual contracts.
    • Encryption in transit and at rest, per-firm data isolation, and no data resale — our AI and hosting providers are SOC 2 certified

    QBO Connected

    Syncs nightly with QuickBooks — no extra software for clients

    White Label

    Your firm's brand on every dashboard and report

    AI Powered

    Automated CFO briefings, forecasts, and KPI commentary

    Firm Admin

    Manage all your clients from one intuitive dashboard

    Ready to Add a Revenue Stream to Your Firm?

    Book a 30-minute demo and we'll show you exactly how the platform works — with your firm's real QuickBooks data if you'd like.