Pricing that scales as your advisory practice does

Every plan can be billed monthly, or annually at a 10% savings. Annual billing is $1,620 for Peerview Advisor, $6,048 for Advisor Plus, and $13,500 for Advisor Team.

Every plan includes unlimited users, so your whole team can use Peerview Data at no extra per-seat cost.

Connecting clients is free. Every client you connect gets Profit & Loss, Balance Sheet, and Cash Flow statements with peer benchmark data. A report suite uses one of your plan's report credits on a client to unlock everything else for that client: Key Financial Indicators, dashboards, forecasting, Ask Peerview, and the reporting tools. Advisor includes 5 report suites, Advisor Plus includes 20, and Advisor Team includes 50.

Peerview Data connects to QuickBooks Online, Xero, and Sage Intacct, and you can 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.

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.

Ask Peerview is the AI advisor built into Peerview Data. It's included in every plan, and it helps you prepare for client meetings by turning a client's financials and peer benchmarks into a clear summary.

You can add more clients in blocks at the same price as your plan, until you reach the next plan level: 5 more clients for $150 a month on Advisor, 20 more for $560 a month on Advisor Plus, or 50 more for $1,250 a month on Advisor Team. On Advisor Team, that means 100, 150, or 200 clients. For 250 clients or more, our sales team can customize an Enterprise plan with options like integrations with Wolters Kluwer, CaseWare, and Intuit, RPA integration, open APIs, white labeling, and custom report development.

You can upgrade your plan at any time, including mid-term. Downgrades aren't available.