More Opportunities.
More Growth.

Clear the clutter with interVal’s automation and focus on activities that matter.

  • Automate opportunity identification & cross departmental referrals
  • Increase advisory revenue
  • Actively drive SMB value

Let automation uncover opportunities linked to:

  • Excess working capital
  • Serviceable debt
  • Investable assets
  • Valuation

Learn how other Accounting Firms are leveraging interVal.
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How Does interVal Work ?

Uncover Hidden Growth Opportunities.

Attach to your existing processes and surface high-value opportunities to both you and your SMB customers:

  • Key Metrics and benchmarks
  • Valuation and Saleability Score
  • Quantified advisory opportunities delivered to your CRM
  • Business health and valuation feedback for SMBs to build better and stronger businesses

interVal is a “two-way” platform. This means advisors and their associated business owners can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, highly visual and accurate actionable insights can be produced. Empower your SMB clients to make informed decisions and grow their business.

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Know More. Grow More.

interVal’s automation uncovers opportunities so you don’t have to. 

Our powerful platform allows you to proactively advise your clients by seamlessly identifying the largest revenue opportunities from your existing SMB clients across lending, cash management, investments, specialty products, and wealth & insurance - paving the way for a steadier stream of higher-margin services.

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Healthier Businesses.

You can’t manage what you don’t measure. When connected to the platform, SMBs grow by 29% YoY. Everyone wins when your business owner clients thrive — they utilize more services and become lifetime customers.

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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

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interVal has delivered a significant return for our firm. The automated, recurring insights allow us to service more clients in a proactive manner, deepening our role as their trusted advisor. When everyone is aware of a business' ever-changing value and the leading indicators impacting that value, it allows us to play a more active advisory role in their business journey.

Scott Furlonger, Managing Owner

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Hear what other customers are saying

Let's Connect.

Seeing our platform in action is the easiest way to see how interVal can help our accounting partners save time and increase revenue with automation. If you want to ask questions, get a platform tour, and learn how other accounting firms leverage interVal’s technology, we are here for you!

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