interVal
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About
interVal is a SaaS platform that automates the identification of growth opportunities hidden in accounting data and financial statements. It is used by wealth management firms, accounting firms, and banks to proactively support their SMB clients. The platform connects financial data and surfaces actionable insights, including business valuation, key metrics, and financial trends. interVal integrates with various financial software like QuickBooks Online, Xero, and Sage. It leverages machine learning and natural language processing to categorize data, perform calculations, and compare data against industry benchmarks. The platform aims to help advisors scale better and empower SMB clients to understand their business health and track growth.
Platform
Task
Features
• actionable insights
• customer success support
• integration with quickbooks online, xero, sage, and caseware
• financial trend visualization
• key metrics and ratios
• business valuation
• client data mining
• automated opportunity discovery
FAQs
What is interVal?
interVal is a SaaS platform that ingests connected SMB financial data in real time and surfaces (often hidden in data) growth opportunities and insights. Think of it as an extension to your existing systems that helps you scale better.
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.
What financial software and/or financial platforms can sync with interVal?
As of today: * QuickBooks Online (QBO) * Xero * Sage * Caseware 5-year Trial Balance (CSV or XLS) * PDF: Accountant-prepared year-end financial statements
How does interVal help me save time?
interVal automates discovery, saving you time spent digging through financial statements to find opportunities for your SMB clients. Onboarding your SMB clients provides them with access to key insights about their business's financial health. This includes a business valuation, key metrics and ratios, and language encouraging them to contact you for additional services or support.
How do the calculations work?
The interVal platform uses a combination of machine learning and natural language process models (AI) to categorize data from financial statements. This data is used to perform calculations, surface actionable insights, and compare the data against industry benchmarks.
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](https://support.inter-val.ai/help-center?hsLang=en), in-app education, and email and live chat support.
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.
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.
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