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nobackground_Peerview+QB

 

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.

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Money Reports
MONEY REPORT

Peerview Data's Money Reports enable you to show clients how they're doing and how they're doing against their peers. 

Dashboards
DASHBOARDS

Use the Dashboards to help clients better understand their financials, build targets for improving operations, and monitor their performance monthly.

Report Builder
REPORT BUILDER

Create the monthly reports that your clients will look forward to receiving. Financial statements, benchmarking data, and dashboards to help them understand their financials better than ever!

Forecast
FORECAST

Forecasting has never been this easy. With their QuickBooks Online data already loaded, you'll be able to demonstrate the value of the changes that you're recommending, build multiple scenarios, and track progress by syncing in their live data.

Practice Reports
PRACTICE REPORTS

In one place, get a 30,000 foot view of your practice. You'll be able to see how all of your clients are doing. Clients in a niche struggling with cash flow? Reach out to them with tools that can help them. Other clients struggling with Leverage? Offer a webinar to help them identify means for improving their situation.

Industry Reports
INDUSTRY REPORTS

Use the Industry Reports to prepare for sales calls or to meet with a client. They're a great resource for beginner and advanced advisors alike, especially in economic environments that are changing rapidly.

Peerview - Freeview

$0

Unlimited users

  • PD icon_gradient-2 Profit & Loss
  • PD icon_gradient-2 Balance Sheet
  • PD icon_gradient-2 Cash Flow
  • PD icon_gradient-2 Key Financial Indicators
  • PD icon_gradient-2 Quarterly Users Conference (Virtual)
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Most popular

Peerview Advisor

$50/mo

Unlimited users

Report suites for 5 clients

  • PD icon_gradient-2 Everything in Freeview, Plus:
  • PD icon_gradient-2 Curatable Dashboards
  • PD icon_gradient-2 Integrated Forecast
  • PD icon_gradient-2 Export to Excel
  • PD icon_gradient-2 Print to PDF
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Peerview Advisor Plus

$200/mo

Unlimited users

Report suites for 20 clients

  • PD icon_gradient-2 Everything in Advisor, Plus:
  • PD icon_gradient-2 People (HR) & Customer (Sales & Mktg) Reports
  • PD icon_gradient-2 Excel Uploads
  • PD icon_gradient-2 Monthly Team Support Sessions
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Peerview Advisor Team

$500/mo

Unlimited users

Report suites for 50 clients

  • PD icon_gradient-2 Everything in Advisor +, Plus:
  • PD icon_gradient-2 Practice Reports
  • PD icon_gradient-2 Industry Reports
  • PD icon_gradient-2 Audit Reports
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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.