Product Tour

    See the Platform, Screen by Screen

    A full walkthrough of what your clients see and what your firm delivers — the engine, the AI CFO Advisor, the financial health score, and multi-entity consolidation. Every screen below is the real product, shown with demo data.

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    The Engine

    The engine that makes it automatic

    Every month, for every client, the platform turns raw QuickBooks data into a board-ready financial story — so your team delivers CFO-level insight without building a single report.

    app.springtideba.com/dashboard
    AI CFO Advisor

    Plain-English commentary, written for you

    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.

    app.springtideba.com/dashboard
    AI CFO CommentaryDemo 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.

    What's working
    • Top-line growth is consistent across the last several months.
    • Gross margin is strong and stable, holding near 46%.
    • Liquidity is strong — a current ratio above 2.0 leaves ample headroom.
    Where to focus
    • Collections are the priority — days-in-AR has climbed to ~219 days, with ~$620K aged past 90 days across a handful of accounts.
    Recommended next steps
    1. Launch a 90-day collections push on the largest past-due balances.
    2. Tighten credit terms on the accounts driving the 90-plus-day bucket.
    3. Keep deploying strong margin and surplus liquidity toward growth.
    Ask Anything

    And when a client wants to dig deeper, they just ask

    The same advisor is available as an interactive assistant — your client asks a question in plain English and gets an answer grounded in their live numbers, under your firm's brand.

    app.springtideba.com/dashboard

    Real product view — demo data shown

    Health Score & KPIs

    Every client, graded at a glance

    A single momentum score and benchmark-graded KPIs surface what needs attention before your client even asks — so every advisory conversation starts with answers, not spreadsheets.

    app.springtideba.com/dashboard
    Scales to Your Most Complex Client

    When a client is a holdco, we handle that too

    Multi-entity clients get a true consolidation — every subsidiary rolled up with intercompany activity eliminated — plus the ability to drill into any single entity. The depth is there when you need it; the simplicity stays when you don't.

    app.springtideba.com/dashboard

    Consolidated rollup — intercompany eliminated · demo data

    app.springtideba.com/dashboard

    Drill into any single entity · demo data

    Automatic intercompany eliminationsPer-entity and consolidated viewsOne dashboard, every layer
    Common Questions

    Frequently Asked Questions

    Ready to add financial intelligence to your practice?

    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