interVal is a leading SaaS that empowers Accounting Firms, Wealth Management Firms and Financial Institutions with automated insights to unlock opportunities and drive optimal growth for their SMB clients. The platform leverages AI to deliver actionable intelligence, streamline processes, and enhance decision-making capabilities.  interVal makes it possible for business owners and their advisory partners to jointly identify, monitor, and leverage automated insights in a single, shared environment.

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.

You can upload standard pdfs into the platform, or use one of our many cloud integrations (Quickbooks Online (QBO), Xero, Sage, and Caseware).

interVal automates the discovery of financial data for advisory services, saving you the manual labour of sifting through data to find opportunities for growth within your SMB client’s business. The platform provides you with easy-to-find and seamlessly organized key insights and opportunities regarding your SMB client’s financial health; including valuation, key metrics, loan opportunities, excess working capital, saleability score, and more.

interVal uses a combination of machine learning and natural language processing models (AI) to categorize data from financial statements. This data is then used to perform calculations, surface actionable insights, and compare the data against industry benchmarks. Curious how we got to a number? Don't worry we show our work.

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.

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. 

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.

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.