What is interVal?

interVal is a sophisticated Software-as-a-Service (SaaS) platform engineered to empower financial professionals within accounting firms, wealth management firms, and banking institutions. It utilizes artificial intelligence, specifically machine learning and natural language processing, to analyze financial data from sources like PDFs or cloud accounting integrations (Quickbooks Online, Xero, Sage, Caseware). The core function is to automate the discovery of insights and opportunities hidden within SMB client financial statements.

By processing this data, interVal delivers actionable intelligence, helping advisors streamline processes and improve decision-making. The platform provides automatically generated insights on business valuation, key financial metrics, lending opportunities, excess working capital, and saleability scores in a shared environment accessible to both advisors and their SMB clients. This allows professionals to focus on high-value advisory services, improve cross-department visibility, expand Assets Under Management (AUM), increase advisory capacity, and uncover lending opportunities, ultimately aiding their SMB clients in understanding and improving their business health and valuation.

Features

Automated Discovery: Automatically identifies revenue-generating and advisory opportunities from client financial data.
AI-Powered Insights: Leverages ML and NLP to deliver actionable intelligence on valuation, key metrics, and financial health.
Cloud Integration: Connects with QuickBooks Online (QBO), Xero, Sage, and Caseware for seamless data upload.
PDF Upload: Supports standard PDF financial statement uploads.
Valuation Calculation: Provides insights into current business valuation.
Financial Trend Visualization: Visualizes financial trends to uncover hidden opportunities.
Opportunity Identification: Highlights lending, investment, and excess working capital opportunities.
Saleability Score: Assesses the readiness and attractiveness of a business for sale.
Shared Client Environment: Allows advisors and SMB clients to access insights collaboratively.
Industry Benchmarking: Compares client data against industry standards.

Use Cases

Enhancing Client Advisory Services (CAS) for accounting firms.
Growing Assets Under Management (AUM) for wealth management firms.
Identifying lending and investment opportunities for banks.
Automating financial data analysis for SMB clients.
Improving cross-department visibility within financial institutions.
Providing SMB clients with real-time insights into their business valuation and financial health.
Streamlining the discovery process for financial advisors.
Monitoring business growth and performance over time.

FAQs

What is interVal?

interVal is a SaaS platform using AI to provide automated financial insights for Accounting Firms, Wealth Management Firms, and Financial Institutions, helping them drive growth for their SMB clients through actionable intelligence and streamlined processes in a shared environment.
Who uses interVal?

Banks, wealth management firms, accounting firms, and other financial institutions utilize interVal. Advisors within these organizations use it to gain insights and can invite their SMB clients to track business health and growth.
How do I safely upload financial data?

Data can be uploaded via standard PDFs or through integrations with cloud platforms like Quickbooks Online (QBO), Xero, Sage, and Caseware.
How does interVal help me save time?

It automates the discovery of financial data insights, eliminating manual analysis and presenting key opportunities (valuation, metrics, loans, capital, saleability) in an organized manner.
How is private financial data stored and secure?

Data is hosted in secure AWS data centers (US/Canada) compliant with PCI DSS Level 1, ISO 27001, FISMA Moderate, FedRAMP, HIPAA, and SOC 1 & SOC 2. interVal is SOC-2 Type 2 certified with annual audits.