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 Xero.
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 Xero.
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 Xero, you can view reports on a monthly basis.
Benchmarks are only as good as the data behind them. Here's how Peerview answers the questions worth asking any benchmarking tool.
We identify the right NAICS code for both the peer companies and your clients, down to six digits, so you're compared with truly similar businesses.
Peerview is built with CPA firms. The peer data comes from books that are closed monthly or reviewed for tax or audit purposes.
More than 2.5 million companies, updated monthly or annually depending on the source.
Every line of the Profit & Loss, Balance Sheet, and Cash Flow, not just a handful of key ratios.