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ASK PEERVIEW

Walk into every client meeting prepared.

Ask Peerview is the AI advisor built into Peerview Data. Ask a question about your client's financials and get a clear answer grounded in their numbers and peer benchmarks.

  • Included in every Peerview Data plan
  • Opens beside the client report you're already viewing
  • Type your question or speak it
  • SOC 2 Type II completed, and your clients' data is not used to train the AI
Start the 30-day Accelerator Request a demo

Start the conversation with what the numbers are telling you

Ask for a client meeting prep and Ask Peerview turns the financials and peer benchmarks into a summary you can talk through.

1

The headline

Lead with the big picture: how the client grew, how profitability moved, and how both compare with peers.

2

What's working

Know the bright spots to acknowledge, such as a gross margin running ahead of peers.

3

What needs attention

See where the client is out of line with peers, and which lines are driving it, so you know what to raise.

Ask in your own words, by typing or by voice

Start with a client meeting prep, or ask your own question about the client's financials. Type it or speak it. Ask Peerview works from the client and report you have open.

“Prepare me for my next client meeting”
“Where are this client's expenses out of line with peers?”
“What changed from last year?”
“What should I ask this client about?”

Built into the reports you already use

Ask Peerview slides open next to the client's report, so you never leave the numbers to get the story.

Included in every plan

Ask Peerview comes with Peerview Advisor, Advisor Plus, and Advisor Team.

Practice and industry reports

On Advisor Team, use Ask Peerview with practice reports and industry reports too.

More of your team, advising

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

Ask Peerview questions

What is Ask Peerview?
Ask Peerview is the AI advisor built into Peerview Data. It helps you prepare for client meetings by turning a client's financials and peer benchmarks into a clear summary.
What does a client meeting prep include?
A client meeting prep leads with the headline on how the client's revenue and profitability moved compared with peers, then covers what's working and what needs attention.
Which plans include Ask Peerview?
Ask Peerview is included in every Peerview Data plan: Advisor, Advisor Plus, and Advisor Team. On Advisor Team you can also use it with practice reports and industry reports.
Can I ask my own questions?
Yes. You can start with a client meeting prep or ask your own question about the client's financials, by typing it or speaking it.
Is my clients' data used to train the AI?
No. Your clients' data is not used to train the AI. Peerview Data has also completed SOC 2 Type II. Read about our security →
Does Ask Peerview replace the advisor?
No. Ask Peerview helps you prepare so you can lead the conversation. The advisor still brings the relationship, the judgment, and the recommendations.
How do I try it?
The 30-Day Advisory Accelerator lets you connect up to 5 clients, complete one challenge each week, watch short training videos, and attend a live webinar. No credit card is required. You can also request a demo.

See Ask Peerview with your own clients

Start the 30-day Accelerator Request a demo