30-DAY ADVISORY ACCELERATOR

Insights in minutes. A better advisory process in 30 days.

Connect a client and see benchmarked insight in minutes. Then use four weeks to turn it into how your firm advises: connect, ask, prepare, and share. No credit card required.

Start the 30-day Accelerator Request a demo

Connect up to 5 clients. Works with QuickBooks Online, Xero, and Sage Intacct.

One step toward a new advisory habit each week

The insights show up quickly. The 30 days are about changing how your firm works with them. Each week adds one step to your advisory process, so by day 30 the new approach is part of your routine, not a one-time experiment.

WEEK 1

Connect your first client

Link one client from QuickBooks Online, Xero, or Sage Intacct. Peerview maps the accounts, and you review and approve. Benchmarked insight follows in minutes.

Done when: a client is connected and mapped.

WEEK 2

Run three prompts

Ask Peerview three questions about that client's financials and see how they compare with industry peers. Make asking a habit, not a special project.

Done when: you have run three prompts.

WEEK 3

Prepare for one meeting

Pick a real upcoming client meeting and use Peerview to prepare with the headline, what's working, and what needs attention. This replaces manual prep.

Done when: one meeting is prepped.

WEEK 4

Share one insight with one client

Bring a single benchmark or forecast insight to a client and see how the conversation changes. This is where your advisory approach starts to shift.

Done when: one insight is shared with one client.

You can connect up to 5 clients during the program. Only the first is required to get started.

Everything you need to get through the four weeks

A weekly challenge

One clear challenge each week, with exactly what to do and what finished looks like.

A personal video walkthrough

After you sign up, we send you a video made for your firm that shows the steps in the product, so you are never starting from a blank screen.

Live webinars

Join a live session during the program to see Peerview in action and ask your questions.

Built around the conversation, not the software

The goal is not to learn every feature. It is to change how your firm advises. When your clients see their numbers next to their peers and where they are headed, the discussion moves from explaining the financials to planning with them.

Start with one client and the data you already have
Use AI-assisted account mapping to cut manual prep
Compare your client against industry peers instantly
Go from historical reporting to forward-looking advisory

Questions about the Accelerator

Do I need a credit card?

No. The 30-day Accelerator does not require a credit card.

How many clients can I connect?

Up to 5 clients. You only need one to complete Week 1, and you can add more as you go.

Which accounting systems work?

QuickBooks Online, Xero, and Sage Intacct connect directly. You can also upload data from other sources. See the integrations page for details.

Is my clients' data secure?

Yes. Peerview Data has completed SOC 2 Type II. Read more on our security page.

What happens after 30 days?

Choose the plan that fits the number of clients you want to serve, or talk to us about what comes next. See pricing for current plans.

Can my whole team take part?

Every Peerview plan includes unlimited users, so you can bring in the colleagues who will run client conversations.

See insights today. Change how you advise by day 30.

Connect a client this week. In 30 days, advisory is part of how your firm works.

Start the 30-day Accelerator Request a demo

Connect up to 5 clients. No credit card required.