Reporting

    Reporting Included With Dashboard Access

    Every client account comes with a one-click CFO Report — no add-ons, no extra setup. And when you need a polished, board-ready deliverable, Report Studio generates fully branded board reports under your firm's name. Every screen below is the real product, shown with demo data.

    Schedule a Demo →View Pricing
    Included With Every Account

    Every client gets a CFO Report

    One click from their dashboard, every client can download a polished, multi-page CFO Report — KPIs, cash position, expense breakdown, and a plain-English executive briefing. It's always on, never an add-on.

    app.springtideba.com/dashboard

    One click from every client's dashboard · demo data

    CFO_Report.pdf

    The report it produces — board-grade, in seconds · demo data

    Included with every accountOne click from the dashboardAlways on — never an add-on
    Make It Yours

    Board-ready reports, under your brand

    Report Studio turns each month's numbers into a polished, fully branded board report — your logo, your colors, your voice. Configure it once, then generate for every client in a click.

    app.springtideba.com/firm-admin/report

    Real product view — demo data shown

    See a real board report

    Enter your email to get a sample board report — a full, board-ready PDF built from demo data.

    We'll email you a copy you can keep — no spam.