Software Solutions & QuickBooks Integrations

Peak Advisers helps you turn QuickBooks into a full business platform by connecting it with trusted apps for field service, retail, inventory, payments, automation, and cloud hosting. From choosing the right tools to handling setup, integrations, and training, we make your software stack work together so your team can move faster, reduce manual work, and get clearer numbers for daily decisions.

Field Service Management, Retail, and Inventory Tools

These solutions extend QuickBooks into the field and onto the sales floor. They help you dispatch teams, run your point of sale, and manag/e inventory so jobs, orders, and stock all stay in sync with your accounting.

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ServiceM8

Complete dispatching and field service management for service businesses. Schedule jobs, track techs in real time, and handle quotes, invoicing, and payments—all from one mobile platform.

Best for: Plumbers, electricians, HVAC, property maintenance, cleaning services, and any business dispatching field teams.

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Shopify POS


Advanced inventory and manufacturing management that integrates seamlessly with QuickBooks Online. Track stock in multiple locations, manage assemblies, handle serial inventory, and automate order workflows.

Best for: Manufacturers, retailers, wholesalers, and businesses with complex inventory needs beyond basic QuickBooks.

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Advanced inventory and manufacturing management that integrates seamlessly with QuickBooks Online. Track stock in multiple locations, manage assemblies, handle serial inventory, and automate order workflows.

Best for: Manufacturers, retailers, wholesalers, and businesses with complex inventory needs beyond basic QuickBooks.

Hosting, Shipping, and Website Chatbot Tools

These tools strengthen the financial backbone of your business. They handle secure QuickBooks hosting, sales tax compliance, and bill payments so you can access your system from anywhere, stay compliant, and keep cash moving without extra manual work.

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Cloud Hosting

Cloud hosting for QuickBooks Desktop and business software. Access your accounting system from anywhere with automatic updates, daily backups, and enterprise-level security on dedicated servers.

Best for: Businesses using QuickBooks Desktop who need remote access, enhanced security, and reliable cloud infrastructure.

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Share a Refund

Automated shipping audit tool that recovers refunds from FedEx, UPS, and DHL for late deliveries, billing errors, and unused labels. No upfront costs—you only pay 50% of recovered refunds.

Best for: E-commerce businesses, retailers, wholesalers, and any company shipping products regularly

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Easy GPT AI Chatbot


AI-powered chatbot that answers customer questions instantly, captures leads 24/7, and keeps your website working around the clock. Automated customer support without the overhead.

Best for: Service businesses, retailers, and any company wanting to engage website visitors and capture leads automatically.

Automation and Data Audit Tools

These solutions reduce manual work and clean up your data. They automate workflows, streamline bulk imports and exports in QuickBooks, and recover shipping refunds that would otherwise be missed—freeing your team to focus on higher‑value work.

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Workflow Automation

AI-powered workflow automation that handles repetitive tasks, reduces errors, and optimizes business processes. Free your team from manual work and focus on strategic growth.

Best for: Businesses looking to eliminate manual data entry, streamline workflows, and scale operations efficiently.

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Data Management


Powerful data management tools for QuickBooks Desktop and Online. Import, export, and delete transactions in bulk, handle inter-company transfers, and streamline data migration.

Best for: Businesses migrating to QuickBooks, managing large transaction volumes, or needing bulk data import/export capabilities.