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INTEGRATIONS

Connect the accounting systems your clients already use.

Peerview Data integrates with QuickBooks Online, Xero, and Sage Intacct. Connect your clients for free, and every connected client gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data.

QuickBooks Online

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

Xero

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

Sage Intacct

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

From connected to report-ready

1

Connect

Link your client's accounting system. Connecting clients is free.

2

Map

Peerview maps accounts using AI/ML to an industry standardized chart of accounts for quick review and approval.

3

Report

Reports can be generated in minutes, not hours, with peer benchmark data alongside your client's numbers.

Another system? There are other ways in.

Excel uploads

Upload data from other sources. Excel uploads are included with Advisor Plus and Advisor Team.

Enterprise integrations

Enterprise plans can include integrations with Wolters Kluwer, CaseWare, and Intuit, plus RPA integration and open APIs. Talk to our team →

Integration questions

Which accounting systems does Peerview Data connect to?
Peerview Data connects to QuickBooks Online, Xero, and Sage Intacct. You can also upload data from other sources, and Enterprise plans can include integrations with Wolters Kluwer, CaseWare, and Intuit.
Does it cost anything to connect my clients?
No. Connecting clients is free, and every connected client gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data. Your plan's report credits unlock the full toolkit for the clients you choose.
Does Peerview Data stay up to date with my clients' accounting systems?
Yes. By connecting to QuickBooks Online, Xero, or Sage Intacct, you can view reports on a monthly basis, and Peerview Data automatically synchronizes monthly.
What if my client uses a different system?
You can upload data from other sources with Excel uploads, which are included with Advisor Plus and Advisor Team. For larger firms, Enterprise plans can include integrations with Wolters Kluwer, CaseWare, and Intuit.
How do I get started?
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.

Connect your first clients today

Start the 30-day Accelerator Request a demo