Peerview Data integrates with QuickBooks Online, Xero, and Sage Intacct, and Enterprise firms can connect firm-wide through Wolters Kluwer. Connect your clients for free, and every connected client gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data.
Peerview Data uploads trial balance data from QuickBooks Online, maps it to an industry standardized chart of accounts, and automatically synchronizes monthly.
See how it works → with QuickBooks Online
Peerview Data uploads trial balance data from Xero, maps it to an industry standardized chart of accounts, and automatically synchronizes monthly.
See how it works → with Xero
Peerview Data uploads trial balance data from Sage Intacct, maps it to an industry standardized chart of accounts, and automatically synchronizes monthly.
See how it works → with Sage Intacct
A firm-wide API integration with CCH ProSystem fx Engagement connects all of your clients at once and automatically produces benchmark reports for each. Available with Enterprise plans.
See how it works → with Wolters Kluwer
A firm-wide integration, like our Wolters Kluwer integration, that connects all of your clients at once.
Get notified → when CaseWare launches
Connect your clients' Digits accounts, much like our QuickBooks Online connection.
Get notified → when Digits launchesLink your client's accounting system. Connecting clients is free.
Peerview maps accounts using AI/ML to an industry standardized chart of accounts for quick review and approval.
Reports can be generated in minutes, not hours, with peer benchmark data alongside your client's numbers.
Upload data from other sources. Excel uploads are included with Advisor Plus and Advisor Team.
Enterprise plans can include integrations with Wolters Kluwer, CaseWare, and Intuit, plus RPA integration and open APIs. Talk to our team →
Tell us which integration you're waiting for and we'll let you know when it's ready.