interVal

Supercharging financial professionals with real-time opportunities and actionable next steps for client growth.

Contact for Pricing

Description

interVal is a leading Software-as-a-Service (SaaS) solution designed to empower accounting firms, wealth management firms, and financial institutions. The platform supercharges financial professionals by providing them with automated, real-time opportunities and actionable intelligence, enabling them to enhance advisory services for their Small to Medium-sized Business (SMB) clients. It facilitates a collaborative environment where business owners and their advisory partners can jointly identify, monitor, and leverage insights to foster optimal growth and understand business valuation.

Leveraging artificial intelligence, including machine learning and natural language processing, interVal automates the discovery and analysis of financial data. This technology streamlines processes by sifting through financial statements to uncover hidden investment, lending, and revenue-generating opportunities. The platform visualizes financial trends, calculates valuations, and compares data against industry benchmarks, allowing advisors to prioritize their time effectively and make informed decisions, ultimately helping SMB clients improve their financial health and prepare for future transitions like business exits.

Key Features

Automated Opportunity Discovery: Uncovers revenue-generating opportunities and improves cross-department visibility for client advisory services.
Wealth Advisory Automation: Automates the discovery of investment and insurance opportunities within SMB client bases to help grow Assets Under Management (AUM).
Accounting Advisory Enhancement: Increases advisory capacity for accounting firms, enabling them to provide more frequent and valuable services to SMB clients.
Banking Insights Engine: Visualizes financial trends from client financial statements to uncover hidden lending and investment opportunities for banks.
AI-Powered Financial Analysis: Utilizes machine learning and natural language processing to categorize financial data, perform calculations, surface actionable insights, and compare against industry benchmarks.
Secure Data Integration: Allows safe uploading of standard PDF financial documents or direct integration with cloud accounting platforms such as QuickBooks Online, Xero, Sage, and Caseware.
Comprehensive Financial Insights: Delivers key data points including business valuation, essential metrics, loan opportunities, excess working capital, and saleability scores.

Use Cases

Expanding Assets Under Management (AUM) for wealth management firms through automated opportunity discovery.
Increasing advisory capacity and service value for accounting firms advising SMB clients.
Uncovering and pursuing lending and investment opportunities for banks by analyzing client financial data.
Providing business owners with clear, real-time insights into their company's valuation and financial health.
Streamlining the process of identifying revenue-generating activities and advisory opportunities within an existing SMB client portfolio.

Frequently Asked Questions

Who uses interVal?

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.

How do I safely upload financial data?

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

How does interVal help me save time?

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.

How do the calculations work?

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.

How is private financial data stored and secure?

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 is SOC-2 Type 2 certified, and performs an annual audit to maintain this certification.