Business Details
Transform Financial Data into Actionable Insights
At Peerview Data, we understand the challenges advisory firms face in standardizing services, leveraging data, and delivering consistent client value. Our mission is to empower advisors by transforming complex financial data into actionable insights that drive client success. With years of experience in financial technology, weve developed a platform that standardizes reporting, integrates diverse data sources, and provides tools for forecasting and benchmarking. Our solution enables firms to train staff effectively, reduce manual work, and focus on high-impact client relationships.Trusted by CPAs nationwide, our software amplifies expertise, streamlines workflows, and creates new revenue opportunities. We prioritize user-friendly design, ensuring advisors spend less time on data entry and more time delivering strategic guidance. Backed by real-world feedback from firms like WCS and Peachin, Schwartz & Weingardt, our platform is built to scale with your practice. By combining AI-driven automation with customizable reporting, we help firms position themselves as industry leaders while maintaining transparency and client-centric service.
Services
Financial Data Analysis
Industry Benchmarking
Forecasting Tools
Custom Reporting
Software Integration
Highlights and features
- We standardize financial reporting across industries for consistent client value.
- Our platform integrates data from tax, audit, and accounting applications seamlessly.
- Scalable pricing plans support firms from small practices to enterprise-level clients.
- AI-driven tools reduce manual work, enabling advisors to focus on strategic guidance.
- Customizable industry reports position firms as thought leaders in their markets.
What people say
Amplify their expertise
Proactively connect with clients
Reduce manual input
Drive consulting engagements
Position as thought leaders
Services
Financial Data Analysis
Our platform standardizes financial data analysis across industries, enabling advisors to identify trends, compare client performance, and generate actionable reports. By automating data mapping and benchmarking, we help firms deliver consistent, data-driven insights that enhance client decision-making and advisory value.
Custom Industry Reports
Create tailored industry reports with peer benchmarks, key metrics, and practice-specific branding. These reports serve as value-added tools for client engagements, helping firms demonstrate expertise, identify growth opportunities, and differentiate themselves in competitive markets through data-backed insights.
Forecasting Tools
Our forecasting features enable real-time scenario modeling and tax impact analysis, allowing advisors to guide clients toward strategic financial goals. By integrating live data from accounting platforms, we simplify complex projections and support proactive client conversations about future performance.
Software Integration
Connect Peerview Data with QuickBooks Online, Xero, Sage Intacct, or Excel to automate data imports and reduce manual entry. This seamless integration ensures accurate, up-to-date reporting while minimizing errors and administrative overhead for advisory teams.
Advisory Solutions
Our tools help advisory firms standardize services, train staff, and scale efficiently. From small practices to enterprise teams, our platform supports tiered client management, collaborative workflows, and scalable reporting to enhance profitability and client retention.
People
Helen Connolly
Principal and Healthcare Practice Leader, WCS
CPA with expertise in healthcare practice leadership, leveraging Peerview Data to enhance client forecasting and real-time decision-making during year-end meetings.
Mike Potter
Managing Partner, Peachin, Schwartz & Weingardt
CPA managing partner who uses Peerview Data to analyze client performance against peers and proactively address client needs through data-driven insights.
Matt Heemstra
Managing Partner, Cain Ellsworth
CPA managing partner who highlights Peerview Data's efficiency gains, reducing manual work and enabling greater focus on client value creation.
Questions
What does Peerview Data do?
We provide software that transforms financial data into actionable insights for advisory firms, enabling standardized reporting and client-focused forecasting.
How does Peerview integrate with existing tools?
Our platform connects with QuickBooks Online, Xero, Sage Intacct, and Excel, allowing seamless data import from multiple sources.
Can I customize reports for my firm?
Yes, add your logo, practice leader letters, and industry-specific insights to create branded reports for clients and prospects.
What pricing plans are available?
Plans range from free access for basic features to enterprise solutions, with tiered options supporting 5–50 clients monthly.
How does Peerview help advisory firms grow?
By automating data analysis, we reduce manual work, improve client conversations, and create opportunities for consulting and revenue growth.
