Client advisory services made easy.


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Streamline Processes.
Create Capacity.
Unlock Growth.

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

  • Elevate SMB health
  • Automate discovery
  • Generate revenue from new opportunities
  • Improve cross-department visibility 
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More Opportunities.
More Growth.

Dive deep into your SMB client's financials and uncover opportunities linked to actionable insights, such as:

  • Excess working capital = Investment opportunities
  • Surplus non-operating assets = Diversify revenue streams
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Healthier Businesses.

Sync your SMB client's financial data to interVal and get instant access to:

  • Valuation and Saleability Score
  • Key Metrics (Benchmarked Ratios)
  • Actionable Insights

interVal creates a shared understanding where businesses grow, and so do you.

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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

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


Hear what other customers are saying


average growth rate of businesses using the interVal platform


of a business owner’s wealth lives inside of their business


of business owners don't know the current valuation of their business.

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!