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Standardize advisory. Surface insights faster.
Lead better client conversations.

Peerview Data helps CPA firms and advisory practices turn client financial data into consistent, decision-ready insights with industry-standardized mapping, peer benchmarking, comparative analytics, and forecasting.

- Connect QuickBooks Online and other client data sources
- Reduce manual prep with AI-assisted account mapping
- Deliver consistent reports across clients and industries
- Move from historical reporting to forward-looking advisory

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Built for firms scaling advisory without adding complexity

If your team is trying to expand advisory services, you may be balancing challenges like:

  • Delivering a consistent advisory experience across clients
  • Bringing staff up to speed across multiple industries
  • Working with financial data from multiple systems and spreadsheets
  • Spending too much time preparing data instead of discussing insights

Peerview Data helps firms simplify the work behind advisory so teams can spend more time creating value for clients.

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A better way to turn financial data into advisory revenue

Peerview Data gives your firm a repeatable system for moving from raw financials to client-ready insight. Standardized industry charting, AI-assisted mapping, peer benchmarks, comparative analytics, and forecasting tools help your team analyze performance, identify opportunities, and guide more strategic conversations.

Standardize Delivery - Create more consistency across reports, teams, and clients.

Increase Advisor Confidence - Help more team members deliver insight across industries, not just your most experienced advisors.

Support Better Planning - Show clients where they’ve been, where they stand today, and what future scenarios could look like.

From client data to advisory insight in 3 steps

1. CONNECT

Link client accounting systems, including QuickBooks Online, or upload data from other sources.

2. REVIEW

Peerview maps accounts using AI/ML and applies standardized industry structures for quick review and approval.

3. ADVISE

Generate analysis, benchmarks, and forecast scenarios that help you lead more valuable client conversations.

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CPA firms large and small love our software. Almost as much as we love them...

Used by firms building scalable advisory services.

Firms use Peerview Data to reduce manual analysis, create more consistency across teams, and bring stronger benchmarking and forecasting to client conversations.

"Something we found as an added benefit was using Peerview's forecast in our year end client meetings. Our team was able to sync the forecast to real time data from QuickBooks Online, drive conversations from the screen, build multiple "what-if" scenarios, and to discuss tax implications."

Helen Connolly
Principal and Healthcare Practice Leader, WCS Helen Connolly, CPA

"Peerview Data's application was the first solution that provided us with views of all of our clients and client data. As a result, we're able to see how our clients are doing compared to their peers and proactively connect with those who need assistance."

Michael Potter
Managing Partner, Peachin, Schwartz & Weingardt Mike Potter, CPA

“We’re really excited about how easy Peerview is to use. We’ve done analytical work in the past, but it always involved lots of manual input, lots of spreadsheets that we had to create & populate, etc. Now we can spend more time creating value and less time doing busywork.”

matt heemstra
Managing Partner, Cain Ellsworth Matt Heemstra, CPA

Scale your plan as you scale your Advisory Services

Peerview Snapshot

FREE!

Unlimited users

  • PD icon_gradient-1 Peerview Snapshot Report
  • PD icon_gradient-1 Connect to QuickBooks Online
  • PD icon_gradient-2 AI Account Mapping
  • PD icon_gradient-1 Quarterly Users Conference (Virtual)
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Peerview SMB

$50/mo

$540 Billed Annually

10% Savings

Unlimited users

Report suite for 1 company

  • PD icon_gradient-2 Profit & Loss
  • PD icon_gradient-2 Balance Sheet
  • PD icon_gradient-2 Cash Flow
  • PD icon_gradient-2 Key Financial Indicators
  • PD icon_gradient-2 Integrated Forecast
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Peerview Advisor

$150/mo

$1,620 Billed Annually

10% Savings

Unlimited users

Report suites for 5 clients

  • PD icon_gradient-1 Everything in SMB, Plus:
  • PD icon_gradient-2 Key Financial Indicators
  • PD icon_gradient-1 Curatable Dashboards
  • PD icon_gradient-1 Integrated Forecast
  • PD icon_gradient-1 Export to Excel
  • PD icon_gradient-1 Print to PDF
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Most popular

Peerview Advisor Plus

$560/mo

$6,048 Billed Annually

10% Savings

Unlimited users

Report suites for 20 clients

  • PD icon_gradient-1 Everything in Advisor, Plus:
  • PD icon_gradient-1 People (HR) & Customer (Sales & Mktg) Reports
  • PD icon_gradient-1 Excel Uploads
  • PD icon_gradient-1 Monthly Team Support Sessions
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Peerview Advisor Team

$1250/mo

$13,500 Billed Annually

10% Savings

Unlimited users

Report suites for 50 clients

  • PD icon_gradient-1 Everything in Advisor +, Plus:
  • PD icon_gradient-1 Practice Reports
  • PD icon_gradient-1 Industry Reports
  • PD icon_gradient-1 Audit Reports
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Peerview Enterprise Plans Available

Looking for a plan for 250 clients or more? Let our sales team customize a package for you to meet your needs.

Options include: RPA Integration, Open API's, White Labeling, Custom Report Development, and more.

CONTACT SALES

About Peerview Data

At Peerview, we believe the most important part of financial work is not the report itself, but the conversation it enables.

Most advisors already have the insight their clients need. What’s often missing is a shared way to see where a business stands, what’s normal, and what deserves attention. Without that perspective, even good financials can leave clients uncertain about what to do next.

Our focus is on helping advisors introduce context early in the conversation, so meetings move beyond explanation and toward clarity. Not by adding complexity or new services, but by giving numbers something to push against.

When clients can see their position clearly, better questions follow. And when better questions show up, advisory becomes a natural part of the work.

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