Built on the QuickBooks Online API · Powered by enterprise-grade AI · Encrypted in transit & at rest · AI provider (Anthropic) SOC 2 Type II certified
The advisor reads the numbers and writes the briefing — what's working, where to focus, and what to do next. Here's a real example, generated from demo data.
Acme Corp closed the trailing twelve months with $3.82M in revenue, up from roughly $3.6M a year ago — healthy mid-single-digit growth. The business is solidly profitable with a strong gross margin, and the most recent quarter is the strongest of the year. The one clear watch-item is collections.
Multi-entity clients get a true consolidation — every subsidiary rolled up with intercompany activity eliminated — plus drill-down into any single entity.
Consolidated rollup — intercompany eliminated · demo data
Connect a client's QuickBooks and the platform does the rest — financial intelligence, forecasting, and board-ready reporting, all under your firm's brand.
Plain-English briefings on revenue, profitability, cash, and the priorities that need attention — refreshed nightly, written for each client.
Profitability, cash, receivables, forecasting, scenarios, liquidity, balance sheet, and cash flow — live from QuickBooks, one click each.
Board-ready monthly reports under your firm's logo, colors, and voice. Configure once, generate for every client in a click.
We create your firm's dashboard environment, configure your branding, and walk you through the platform. Your clients never see our name — they see yours.
Your team connects each client's QuickBooks Online account with a single click. The secure OAuth connection means you never handle passwords.
The moment QuickBooks is connected, your client's 9-tab financial dashboard lights up with real-time data, AI commentary, and 6-month forecasts. No setup, no configuration.
AI CFO Advisor + KPIs + Health Score
Revenue vs. Profit + Expense Breakdown + P&L Drilldown
Cash Position + Burn Rate + Runway
AR Aging + Invoice Tracking + Collections AI
6-Month Revenue & Expense Projections
What-If Modeling
90-Day Stress Testing
Assets, Liabilities, Equity Drilldown
Operating, Investing, Financing Breakdown
Plans from $99/month — every connected client is billed, with volume discounts as you grow.
A flat monthly platform fee by tier plus a single per-client rate, with an optional board reporting package and a one-time onboarding fee. See the full tier and volume-band breakdown on our pricing page.
Schedule a 30-minute demo and see the dashboard live with real QuickBooks data.
Schedule Your Demo →Or contact us directly: Info@SpringTideBA.com · (872) 280-0684