Unlocking Valuable Interactions.
Business Owners - Your Growth Strategy.
Trillions are about to change hands, but most of it is locked inside businesses - invisible, inaccessible, and ignored.
interVal makes it visible. Actionable. Yours to move on. We’re not here to fix the advisory system. We’re here to rebuild it - with data that actually drives decisions.

interVal Puts Financial Clarity on the Table — and in Play
You can’t plan for what you can’t see. interVal changes that — instantly.
98%
of business owners don't know the current valuation of their business.
85%
of a business owner’s wealth lives inside of their business
75%
of business owners regret
selling within a year
More Than Insight. Real Outcomes.
This isn’t another reporting tool.
interVal surfaces what’s been hiding in plain sight — the true financial position of the business.
What happens next? Advisors use interVal to unlock value, fast.
More Investable
Assets in Motion
Advisors can move beyond waiting for liquidity. they can anticipate it. interVal surfaces valuation trends and business health insights, showing your clients the benefit of proactively moving more wealth into managed portfolios.
Stronger, Smarter Sales Conversations
Armed with real-time business data, advisors have the visibility and confidence to time their recommendations perfectly. Sales conversations will became more relevant, more strategic, and more successful.
A Deeper Approach to Risk and Protection
Advisors can uncover protection gaps with clarity—gaps that might have otherwise gone unnoticed. With interVal, they will deliver smarter insurance strategies and greater peace of mind for their business-owner clients.
This isn’t a dashboard. It’s a decision engine.
interVal is a ‘game changer’ in the industry

You talk about building a fence around the client – interVal is a pretty high fence

So fast and efficient… I was totally blown away

Hear what other customers are saying
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FAQs.
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What is interVal?
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.
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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.
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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).
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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.
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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.
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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 isSOC-2 Type 2 certified, and performs an annual audit to maintain this certification. -
How does interVal help with onboarding and success?
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.
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How quickly can I get set up?
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.
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Is the platform evolving?
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.
