Business Details
Your Trusted Partner for Advisory Analytics Solutions
At Peerview Data, we understand the challenges faced by advisory practices striving to deliver consistent, high-quality services. Our solution standardizes financial reporting across clients through industry-specific chart of accounts, ensuring uniformity and comparability. We empower firms to elevate their advisory teams' capabilities through a unified platform that simplifies cross-client and cross-industry analysis. Our technology agnostically integrates data from tax applications, accounting software, and spreadsheets, eliminating the need for multiple single-use tools.By automating data mapping with AI and machine learning, we reduce manual workloads, allowing professionals to focus on value creation rather than data entry. Our tiered pricing plans accommodate firms of all sizes, from free basic access to enterprise-level custom solutions. With offices in Indianapolis, we serve accounting firms nationwide, helping them transform financial data into actionable insights that drive client success and firm growth.
Services
Advisory Analytics
Comparative Analytics
Benchmarking Solutions
Financial Data Integration
Forecasting Tools
Highlights and features
- We standardize financial reporting across all clients and industries
- Our platform elevates advisory teams' capabilities through unified training
- We integrate data from any accounting application or spreadsheet
- Our AI-powered system eliminates manual data entry tasks
- We offer scalable pricing plans for firms of all sizes
What people say
Easy to use
Real-time data sync
Proactive client connections
Reduced manual input
Value creation focus
Services
Advisory Analytics
Our advisory analytics platform transforms raw financial data into actionable insights. Using standardized chart of accounts, we help accounting firms analyze client performance across four key business areas. Our tools enable advisors to compare historical performance with current benchmarks and develop future strategies.
Comparative Analytics
We provide comparative analytics that show clients how they perform against industry peers. Our system automatically maps financial data from multiple sources to generate meaningful comparisons. This helps advisors identify clients needing assistance and initiate proactive conversations about performance improvement.
Benchmarking Solutions
Our benchmarking solutions use AI-powered analysis to establish industry standards. Firms can track client performance against these metrics to identify growth opportunities. The system supports scenario planning and 'what-if' analysis to help clients make informed business decisions.
Financial Data Integration
We integrate financial data from any accounting application or spreadsheet format. Our platform automatically maps and standardizes this data for analysis. This eliminates manual data entry and reduces errors while providing a comprehensive view of client financial health.
Forecasting Tools
Our forecasting tools use real-time financial data to create predictive models. Advisors can develop multiple scenarios to help clients plan for different outcomes. The system supports tax implication analysis and strategic decision-making through interactive, screen-based presentations.
Questions
How does Peerview Data help accounting firms improve advisory services?
Our platform standardizes financial reporting, integrates data from multiple sources, and provides predictive analytics tools to help advisors deliver consistent, data-driven client recommendations.
What accounting applications integrate with Peerview Data?
Our system works with QuickBooks Online, Xero, Sage Intacct, and Excel files. We support any data source through our agnostic integration approach.
How does the pricing structure work?
We offer tiered plans from free basic access to enterprise solutions. Each tier increases client capacity and adds features like custom reporting and dedicated support.
Can I try Peerview Data before purchasing?
Yes, our Freeview plan provides unlimited users with core functionality. This allows firms to test the platform before committing to premium features.
How does Peerview Data handle data security?
We use enterprise-grade security protocols and regular system audits to protect client financial data. Our compliance framework meets industry standards for accounting software.
