More Opportunities.
More Growth.
Clear the clutter with interVal’s automation and focus on activities that matter.
- Automate opportunity identification & cross departmental referrals
- Increase advisory revenue
- Actively drive SMB value
Let automation uncover opportunities linked to:
- Excess working capital
- Serviceable debt
- Investable assets
- Valuation
Learn how other Accounting Firms are leveraging interVal.
How Does interVal Work ?
Uncover Hidden Growth Opportunities.
Attach to your existing processes and surface high-value opportunities to both you and your SMB customers:
- Key Metrics and benchmarks
- Valuation and Saleability Score
- Quantified advisory opportunities delivered to your CRM
- Business health and valuation feedback for SMBs to build better and stronger businesses
interVal is a “two-way” platform. This means advisors and their associated business owners can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, highly visual and accurate actionable insights can be produced. Empower your SMB clients to make informed decisions and grow their business.
Accounting Today White Paper.
What does it mean to be "forward thinking"? The accounting industry has become increasingly intertwined with technology, and accounting firms need to be seeking innovation.
This white paper covers:
- Quantifiable outcomes of effectively integrating technology and automation
- The value of client advisory services
- Building a forward-thinking firm and becoming your client's most trusted advisor
- interVal for accounting firms
Healthier Businesses.
You can’t manage what you don’t measure. When connected to the platform, SMBs grow by 29% YoY. Everyone wins when your business owner clients thrive — they utilize more services and become lifetime customers.
Know More. Grow More.
interVal’s automation uncovers opportunities so you don’t have to.
Our powerful platform allows you to proactively advise your clients by seamlessly identifying the largest revenue opportunities from your existing SMB clients across lending, cash management, investments, specialty products, and wealth & insurance - paving the way for a steadier stream of higher-margin services.
FAQs.
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How does interVal help with Client Advisory Services?
The platform automates the ingestion and analysis of your client’s financial data, saving you time combing through financials to identify changes or uncover additional advisory opportunities. interVal delivers actionable insights to you, allowing you to focus your time on delivering more value to more clients.
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How much time does using interVal take?
interVal saves you time. The platform acts as an extension of your current systems and uncovers hidden growth opportunities for your SMB clients. In less than five minutes you can set up a business profile and submit data for analysis - and have actionable insights delivered to your inbox.
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How does automation help me boost revenue?
Since the platform helps you move away from manual discovery, you can take on more SMB clients with your current team size. You can service more clients, effectively and efficiently.
It’s clear to us our business owners want to tap insights from a tool like interVal. It truly helped us contextualize advice in a way we hadn't been able to previously.
Rick Santos, Managing Partner
interVal has delivered a significant return for our firm. The automated, recurring insights allow us to service more clients in a proactive manner, deepening our role as their trusted advisor. When everyone is aware of a business' ever-changing value and the leading indicators impacting that value, it allows us to play a more active advisory role in their business journey.
Scott Furlonger, Managing Owner
Hear what other customers are saying
Let's Connect.
Seeing our platform in action is the easiest way to see how interVal can help our accounting partners save time and increase revenue with automation. If you want to ask questions, get a platform tour, and learn how other accounting firms leverage interVal’s technology, we are here for you!