Peerview Data: Market Research Report

Company Overview

Name

Peerview Data

Mission of the Company

Our mission is to help you and your clients to make better decisions. We aim to enable firms to amplify their expertise as advisors and build profitable new revenue streams.

Founded

No information is available.

Founders

No information is available.

Key People in the Company

Helen Connolly, CPA

Mike Potter, CPA

Matt Heemstra, CPA

Headquarters

1060 N Capitol Ave Ste 3-101, Indianapolis, IN 46204

Number of Employees

No information is available.

Revenue

No information is available.

What is the Company Known For

Peerview Data is known for providing comparative analytics and benchmarking solutions to accounting firms to help them optimize their clients' performance in finance, operations, marketing, and human resources.

Products

Product Offering

Peerview Data's main offering is its Advisory Solution software.

High-Level Description of Product

Peerview Data's Advisory Solution enables accounting firms to turn clients' financial data into actionable insights through a standardized chart of accounts, AI-driven data mapping, and comparative analytics. This facilitates deeper client conversations and supports advisory services.

Key Features of Each Product

Peerview - Freeview

Unlimited users

Profit & Loss, Balance Sheet, Cash Flow reports

Connect to QuickBooks Online or Xero

Quarterly Users Conference (Virtual)

Peerview Advisor

Monthly fee: $150/mo ($1,620 billed annually)

Includes everything in Freeview

Key Financial Indicators

Curatable Dashboards

Integrated Forecast

Export to Excel

Print to PDF

Peerview Advisor Plus

Monthly fee: $560/mo ($6,048 billed annually)

Includes everything in Advisor

People (HR) & Customer (Sales & Marketing) Reports

Excel Uploads

Monthly Team Support Sessions

Peerview Advisor Team

Monthly fee: $1,250/mo ($13,500 billed annually)

Includes everything in Advisor Plus

Practice Reports

Industry Reports

Audit Reports

Peerview Enterprise Plans

Customized plans for 250 clients or more

Options include: RPA Integration, Open API’s, White Labeling, Custom Report Development, and more.

Recent Developments

Recent Developments in the Company

No specific recent developments mentioned.

New Products Launched

Peerview Data offers multiple tiers of its Advisory Solution:

Peerview - Freeview

Peerview Advisor

Peerview Advisor Plus

Peerview Advisor Team

Peerview Enterprise Plans

New Features Added to Existing Products

Enhanced customizable graphs in the software for simplifying financial visualizations.

New functionality like Excel Uploads and Monthly Team Support Sessions included in Peerview Advisor Plus and higher tiers.

New Partnerships

No information is available.

Peerview Data continues to support firms with tools for financial data analysis and client advisory improvement, positioning its product suite to scale with growing advisory services.