POWERFUL INTEGRATION

DATA INSIGHTS

Business owners are swimming in data but they're looking for knowledge to help them run their businesses. Peerview Data enables you, their advisor, to turn their financial data into the insights that your clients need. In times of rapid change and economic uncertainty, you can provide your clients with a better view of their industry and how they are performing against their peers.

How It Works with QuickBooks

The Peerview Data app uploads trial balance data from QuickBooks. The data is mapped to an industry standardized chart of accounts. Reports can be generated in minutes, not hours. Peerview Data automatically synchronizes monthly with QuickBooks Online.