Connect Every Client. Scale Every Conversation.
Peerview Data’s API integration with Wolters Kluwer Engagement connects all of your firm’s clients to one platform — automatically turning raw financials into benchmarked insights your team can use to deliver advisory at scale.
The Challenge Standing Between CPAs and Advisory Growth
For most CPA firms, the bottleneck isn’t advisory skill — it’s data prep. Connecting, mapping, and analyzing client data one company at a time drains time and limits reach. With Peerview Data, your firm gains firmwide visibility without the manual lift. Our direct API integration streamlines the process, so you can focus on client conversations — not client connections.
You will:
- Eliminate manual data entry and spreadsheet work
- Standardize client reporting across your entire firm
- Compare every client to real industry peers
- Identify opportunities and risks faster
- Scale advisory services without adding staff
From Data Chaos to Clarity in Three Steps
1. Connect Your Firm
Securely link your Wolters Kluwer Engagement environment to Peerview Data through our API.
2. Confirm Account Mapping
Review and confirm account mapping once for consistency and accuracy.
3. Generate Insights
Peerview Data automatically produces benchmark reports and dashboards for every client - highlighting performance gaps and opportunities for improvement.
Reports are generated as soon as Wolters Kluwer finishes serving up your firm’s files. You save hours of manual work per client - and get actionable insight from day one.
From Manual Work to Meaningful Advisory
Without Peerview Data |
With Peerview Data |
|---|---|
|
Manual data entry and mapping for each client |
Firm-wide API integration - connect all clients at once |
|
Inconsistent reports and Excel templates |
Standardized, automated benchmark reporting |
|
Reactive, compliance-driven conversations |
Proactive, insight-driven advisory engagements |
See how firm-wide integration transforms your advisory services.
Stop chasing data. Start scaling insight.
Frequently asked questions
What Industries are available?
Peerview Data has peer data for the following industries: Agriculture, Mining, Utilities, Construction, Manufacturing, Wholesale, Retail, Transportation, Software/SaaS, Finance & Insurance, Real Estate, Professional Services, Management of Companies, Admin & Support, Education, Healthcare, Arts, Entertainment & Recreation, Accommodation & Food Services, Not-for-profits, Other Services, & Public Administration.
How specific is the data?
Users have the ability to filter by NAICS code, region of the country, revenue bands, and other industry specific data.
Is the data only annual?
No, by connecting to QuickBooks Online, you can view the reports on a monthly basis.