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 your clients need.
The Peerview Data app uploads trial balance data from your client's QuickBooks Online.
The data is mapped to an industry standardized chart of accounts, so every client is comparable to its peers.
Reports can be generated in minutes, not hours, and Peerview Data automatically synchronizes monthly with QuickBooks Online.
In times of rapid change and economic uncertainty, you can give your clients a better view of their industry and how they are performing against their peers.
Profit & Loss, Balance Sheet, and Cash Flow with peer benchmark data.
Key Financial Indicators, dashboards, forecasting, Ask Peerview, and the reporting tools.
By connecting to QuickBooks Online, you can view reports on a monthly basis.