Automated Access To Real-time Customer Data

Collect your clients’ financial data automatically, allowing you to gain real-time insights, give better advice, and improve your existing workflow.

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Stop Chasing Financial Data

With interVal, you'll no longer spend time tracking down business financial data from your customers. interVal automates the collection of business financial data, so you can spend your time adding value where it matters.

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Valuable Insights

Real-time business valuation

Understand, in real-time, the value of the businesses you work with. Compare your clients’ valuations with industry benchmarks and help them grow.

Identify Opportunities

Be alerted to opportunities to provide additional value to your client base when they need it most

Mitigate risk

Identify and plan effective risk management strategies using real-time financial data. Track key performance indicators to proactively monitor business health.

Deliver More Value

How It Works

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Invite

Advisor invites the business owner to interVal, the easy-to-use software platform that allows them to measure the most critical KPI in their business - its value.

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Connect

Business owner connects their accounting software to interVal’s platform in seconds via our platform’s API.

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Access

Advisor receives real-time, analyzed data, allowing them to deliver more value to their business owner clients.

Our product helps you by

200+

Increasing

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40%

Saving

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3x

Producing

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Clean and Summarized Financial Reporting - As Often As You Need It

View your customer’s accounting data in a clean, standardized format. Access automated financial reports in order to provide more timely insight and analysis. Reports include: Balance Sheet, Profit and Loss, and Cash Flow Statement.

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Real-time Valuation

Receive automated real-time valuations for each of your business owner clients. Be notified of significant changes to key ratios and fluctuations in valuation, so you know where to focus your time and energy.

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Configurable Dashboard

Access clean, visualized data in a centralized dashboard view. Customize the relevant information that matters most. View aggregated data across all of your business owner clients, or easily segment the data to identify areas of potential improvement within individual organizations.

Don’t Spend Time Discovering. Spend Time Delivering.

interVal seamlessly integrates into your client’s cloud accounting software, giving you access to the data you need, as often as you want it.

Deliver More Value

Read Our Professional Insights

Series
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February 9, 2021

The Time is Now

Many different industries have increased their reliance on financial technologies over the past decade, but the speed of this increase has risen exponentially over the last twelve months. The pandemic and its impact on the way many businesses have traditionally operated has changed how people communicate and how organizations access and process data.

Series
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January 27, 2021

Don’t Provide a Service – Provide Value

The financial industry has gone through decades of steady, progressive change. Financial professionals are continually integrating new technologies into their workflows – and, as a result, are able to operate faster and more efficiently, while providing a greater client impact.

Series
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January 8, 2021

A New Way of Interacting

As financial professionals, we watched as 2020 quickly carved an entirely new business environment, creating an incredible new set of challenges and opportunities in our industry. Early into the new year, it appears as though these changes aren’t going anywhere anytime soon.

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