Your accounting firm may be facing a common challenge — too much data and not enough time to do anything about it. interVal addresses this predicament by serving as a bridge between data and advisory, automating the analysis of your SMBs’ financial statements to provide immediate, actionable insights.
Your Client Advisory Service (CAS) practice benefits by saving the time you spend on manual calculations, freeing up capacity to take on more clients, and unlocking growth opportunities for your SMBs.
Quick Onboarding — Faster Access to Actionable Insights
Onboarding is a simple 3 step process:
- Register and log in
- Add your SMBs (through an invite, or set it up on your end)
- Upload or sync their financial data (QuickBooks, Xero, or Sage)
You get instant access to:
- Valuation and saleability score
- Key Metrics — benchmarked against respective industry
- Actionable insights (such as excess working capital, non-operating assets, etc.)
Using these insights, you can tailor growth strategies for your clients across multiple industries, all through one platform.
Invite Your Business Owners
You can choose to invite your business owner to create an account on interVal. Their onboarding process is even shorter:
- Register and log in
- Upload or sync their financial data (QuickBooks, Xero, or Sage)
Business owners can see their profile and company details, along with other insights. Stakeholder communication becomes even easier when your clients also have access to insights into their own business.
Streamline Processes, Save Time, and Unlock Growth
interVal streamlines your advisory process and ensures that you can dedicate more time to advising clients, ultimately generating more opportunities for them.
interVal helps accounting firms with:
- Automating discovery
- Advanced analytics (Key Metrics, valuation, data analysis)
- Optimizing outcomes
Accounting firms get:
- Opportunities for Revenue Growth
- Human capital multiplier
- Improved SMB health
interVal is an advisory ecosystem, offering features ranging from quick snapshots of benchmarked ratios to company valuations, and automated discovery. As AI and machine learning become integral to the accounting industry and client advisory services, having access to actionable insights is becoming the new norm. If you’d like to learn more about how interVal can change the way you do things, get in touch with us and we’ll show you how.
