Discover Opportunities.
Drive More Advisory Services.

interVal can help you save time, streamline operations, and uncover valuable opportunities through the power of automated discovery.

Our national accounting partners have seen a 30% reduction in manual time spent on discovery. interVal surfaces actionable insights, giving proactive sight-lines to tax engagements, and wealth and consulting opportunities. Unlocking more revenue opportunities through tax strategies, M&A mandates, wealth and insurance product placement, and business improvement consulting.

Learn how other accounting firms are leveraging interVal.
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How Does interVal Work ?

Start With A Number.

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

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Dive In And Discuss.

With instant access to Key Metrics, Insights, and Valuation, interVal offers you and your client an opportunity to dig deeper, set business goals, and discuss the results. Our technology also makes it easy to continually monitor changes to key ratios and accounting insights. Over a short period of time, interVal can help you discover more opportunities for your clients in a focused and data-centric manner - paving the way for a steadier stream of Client Advisory Services (CAS).

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Get an Aggregate View Of Your Client Base.

interVal makes it possible for you to view and monitor your portfolio of clients in a single, easy-to-interpret dashboard. The platform makes identifying and actioning important changes to your clients’ core financial and business valuation data quick and easy, opening the door for more timely and relevant advisory services for the clients who need them the most.

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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 with automation. If you would like to ask questions, get a platform tour, and learn how other firms are leveraging interVal technology, we are here for you!

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