Peerview Data benchmarks your client's full financial statements against peers in their industry, so the conversation starts with context instead of a spreadsheet.
Every client you connect gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data. See where a client leads, where it lags, and which lines are driving the gap.
Revenue, cost of goods sold, and operating expenses compared with peers, with the lines that are out of line highlighted.
See how a client's balance sheet stacks up against its industry peers.
Understand how a client's cash movements compare with the businesses around it.
A benchmark is only useful if the peers are truly similar. Peerview lets you narrow the peer group to fit each client.
We identify the right code for both the peer companies and your clients.
Compare against businesses where your client operates.
Match peers of a similar size.
Refine further with filters specific to the industry.
Benchmarks are only as good as the data behind them. Here's how Peerview answers the questions worth asking any benchmarking tool.
We identify the right NAICS code for both the peer companies and your clients, down to six digits.
Peerview is built with CPA firms. The peer data comes from books that are closed monthly or reviewed for tax or audit purposes.
More than 2.5 million companies, updated monthly or annually depending on the source.
Every line of the Profit & Loss, Balance Sheet, and Cash Flow, not just a handful of key ratios.
Connecting clients is free. Use a report credit on a client to unlock the tools that help you act on what the benchmarks show.
The metrics that matter for each client.
Build the views you want to share.
Prepare for the client meeting. See how →
Take the analysis to the meeting.