Uncover Hidden Growth Opportunities.
interVal automates the identification of opportunities that are otherwise hidden in accounting data and financial statements.
Accounting Firms, Banks, and Wealth Management Firms use interVal’s automation to proactively support their SMB clients so they can grow faster and better, together.
We live in a data-driven economy. Your client's needs have changed. interVal levels the playing field.
Client Advisory Services Made Easy with Automated Discovery.
Uncover revenue-generating opportunities and improve cross-department visibility.
interVal for Banks.
More Lending, Deposit, and Investment Opportunities.
By connecting financial data with interVal, your SMB clients and you gain access to actionable insights. Dive deep into visualized financial trends and uncover lending and investment opportunities that are hidden in financial statements.
interVal for Accounting Firms.
Know More. Grow More.
interVal mines client data for growth opportunities so you don’t have to. Multiply your capacity and create more value for your SMB clients more frequently. Get instant access to:
- Valuation and Saleability score
- Key Metrics
- Actionable insights
interVal for Wealth Management Firms.
Passively Grow Your AUM.
Clear the clutter with interVal’s automation and focus on activities that matter. Automate discovery of investment and insurance opportunities within your SMB base and passively grow AUM.
Sign Up For Our Newsletter.
29%
average growth rate of businesses using the interVal platform
85%
of a business owner’s wealth lives inside of their business
98%
of business owners don't know the current valuation of their business.
FAQs.
-
What is interVal?
interVal is a SaaS platform that ingests connected SMB financial data in real time and surfaces (often hidden in data) growth opportunities and insights. Think of it as an extension to your existing systems that helps you scale better.
-
Who uses interVal?
Banks, wealth management firms, accounting firms, and other financial institutions use interVal. Trusted advisors within these organizations can gain access to actionable insights through interVal — AND you can invite your SMB clients to the platform, empowering them to understand their overall business health and track their growth over time.
-
What financial software and/or financial platforms can sync with interVal?
As of today:
- QuickBooks Online (QBO)
- Xero
- Sage
- Caseware 5-year Trial Balance (CSV or XLS)
- PDF: Accountant-prepared year-end financial statements
-
How does interVal help me save time?
interVal automates discovery, saving you time spent digging through financial statements to find opportunities for your SMB clients.
Onboarding your SMB clients provides them with access to key insights about their business's financial health. This includes a business valuation, key metrics and ratios, and language encouraging them to contact you for additional services or support. -
How do the calculations work?
The interVal platform uses a combination of machine learning and natural language process models (AI) to categorize data from financial statements. This data is used to perform calculations, surface actionable insights, and compare the data against industry benchmarks.
-
How is private financial data stored and secure?
interVal is fully hosted in AWS data centers in US and Canada regions to provide high availability. AWS maintains annual certifications and 3rd party audit reports including PCI DSS Level 1, ISO 27001, FISMA Moderate, FedRAMP, HIPAA, and SOC 1 & SOC 2.
System and Organization Controls (SOC) Reports are independent, 3rd party examination reports that demonstrate how interVal achieves key compliance controls and objectives. interVal isSOC-2 Type 2 certified, and performs an annual audit to maintain this certification. -
How does interVal help with onboarding and success?
We’ve got you covered from day one: Our customer success team supports your interVal implementation to ensure that the roll-out is seamless and simple. Our support team provides access to resources via our online Help Center, in-app education, and email and live chat support.
-
How quickly can I get set up?
interVal requires very little training and is a very user-friendly platform. Once partners have access to the platform, they can start setting up business profiles right away. Our ongoing Customer Success efforts ensure that you feel supported every step of the way.
-
Is the platform evolving?
interVal is fast-growing and new features and enhancements are constantly in development. Advisor and Business Owner feedback is essential to the future of our product; we work closely with our users to understand where the platform can drive additional value in the future.
Platform users have access to a "Feature Request" form that can be used to send over ideas or recommendations and make feedback as easy as possible.
It’s clear to us our business owners want to tap insights from a tool like interVal. It truly helped us contextualize advice in a way we hadn't been able to previously.
Rick Santos, Managing Partner
Part of our coaching philosophy and effort to grow Owner prosperity includes delivering tools and technology to our business Owners so that they can focus on running their business. Using this tool, we can help member-Owners unlock real-time insight from accounting and other data they’re already producing.
Steve Bolton, Former Head Coach & CEO
Hear what other customers are saying
Read Our Professional Insights
As accounting firms and wealth managers navigate an ever-competitive landscape, the question of where to focus their time and...
In my years as a marketing executive I’ve seen how the right tools can transform the way businesses connect with their clients....
For many small and medium-sized business owners, their business is more than an income stream – it’s the foundation of their...