Your accounting firm may be facing a common challenge — too much data and not enough time to do anything about it. interVal addresses this predicament by serving as a bridge between data and advisory, automating the analysis of your SMBs’ financial statements to provide immediate, actionable insights.
Your Client Advisory Service (CAS) practice benefits by saving the time you spend on manual calculations, freeing up capacity to take on more clients, and unlocking growth opportunities for your SMBs.
Onboarding is a simple 3 step process:
You get instant access to:
Using these insights, you can tailor growth strategies for your clients across multiple industries, all through one platform.
You can choose to invite your business owner to create an account on interVal. Their onboarding process is even shorter:
Business owners can see their profile and company details, along with other insights. Stakeholder communication becomes even easier when your clients also have access to insights into their own business.
interVal streamlines your advisory process and ensures that you can dedicate more time to advising clients, ultimately generating more opportunities for them.
interVal helps accounting firms with:
Accounting firms get:
interVal is an advisory ecosystem, offering features ranging from quick snapshots of benchmarked ratios to company valuations, and automated discovery. As AI and machine learning become integral to the accounting industry and client advisory services, having access to actionable insights is becoming the new norm. If you’d like to learn more about how interVal can change the way you do things, get in touch with us and we’ll show you how.