Peerview Data helps your firm deliver consistent, decision-ready insight with industry-standardized mapping, peer benchmarking, comparative analytics, and forecasting.
Give your whole team a repeatable system for moving from raw financials to client-ready insight, so less time goes to preparing data and more goes to discussing it.
Connect all of your clients from QuickBooks Online, Xero, or Sage Intacct at no cost. Every connected client gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data.
Customers report saving 1–2 hours of prep per client each month by building reports once and reusing them across similar clients, like all your dental or construction clients.
A $1,000-a-month compliance client can become a $2,000-a-month advisory relationship when the conversation shifts from explaining the financials to planning with them.
Link client accounting systems like QuickBooks Online, Xero, and Sage Intacct, or upload data from other sources.
Peerview maps accounts using AI/ML and applies standardized industry structures for quick review and approval.
Generate analysis, benchmarks, and forecast scenarios that help you lead more valuable client conversations.
Firms use Peerview Data to reduce manual analysis, create more consistency across teams, and bring stronger benchmarking and forecasting to client conversations.
“Our clients want more than historical financials — they want real-time insight and a window into what's coming. Peerview Data gives us the tools to deliver exactly that.”
Michele Hammann, CPA/PFS, CVAChief Strategy Officer, SSC CPAs + Advisors
“We started using Peerview with 50 CAS clients, then expanded to several hundred. Connecting Peerview to our PFX Engagement environment brought thousands of clients into view, helping our practice leaders and business development directors identify those with the greatest advisory needs. Now we can proactively get in front of those clients with services that address what their businesses need.”
Chris GalloPartner and Director of Outsourced Accounting and Payroll, Creative Planning
“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, CPAManaging Partner, Cain Ellsworth
Every plan includes unlimited users. Save 10% when billed annually.
See how Peerview Data helps your advisors introduce context early, so meetings move beyond explanation and toward clarity.
