What is InterVal?
Manually sifting through complex financial statements to find growth opportunities for your small and medium-sized business (SMB) clients takes valuable time away from advising them. interVal streamlines this process, using automation to analyze financial data and pinpoint actionable insights. If you're an advisor within a Wealth Management Firm, Accounting Firm, or Bank, interVal equips you to proactively identify opportunities, strengthen client relationships, and ultimately help your SMB clients – and your firm – achieve greater financial success. It's about knowing more, so everyone can grow more.
Key Features
🤖 Automate Data Analysis & Insight Generation: Upload financial statements (PDFs or via integrations like QBO, Xero, Sage) and let interVal's AI-powered engine categorize data and perform calculations. This saves significant manual effort, freeing you up for strategic advising.
💡 Uncover Hidden Growth Opportunities: Automatically identify key areas like excess working capital, serviceable debt capacity, and investable assets within your client base. Receive quantified advisory opportunities, sometimes delivered directly to your CRM, enabling proactive outreach for lending, investment, insurance, or advisory services.
📊 Provide Actionable Client Valuations & Metrics: Generate easy-to-understand business valuations, saleability scores, and key performance metrics benchmarked against industry peers. This empowers your SMB clients with clarity on their business health and growth trajectory (clients connected to interVal have shown 29% YoY growth).
🤝 Foster Advisor-Client Collaboration: Utilize interVal’s unique "two-way" platform where both you and your SMB clients can view the same visualized insights and data in a shared, secure environment. This promotes transparency, alignment, and more productive conversations.
🔒 Ensure Robust Data Security: Rest assured knowing client financial data is handled with top-tier security. interVal is SOC-2 Type 2 certified and hosted on secure AWS infrastructure in the US and Canada, meeting stringent compliance standards (PCI DSS Level 1, ISO 27001, etc.).
Use Cases
Expand Assets Under Management (Wealth Advisor): While reviewing an SMB client's profile automatically updated in interVal, you notice significant excess working capital flagged by the system. You initiate a conversation about investment strategies for these idle funds, leading to an increase in the client's portfolio and your firm's AUM.
Increase Advisory Revenue (Accountant): During a quarterly check-in, interVal highlights declining profitability metrics and benchmarks the client below their industry average. You use these specific data points to propose targeted advisory services focused on operational efficiency, creating a new, value-added revenue stream for your firm.
Secure New Lending Deals (Banker): interVal proactively identifies an existing business client with strong financials, a healthy valuation, and calculated capacity for serviceable debt. Armed with this insight, you reach out with a tailored loan offer for expansion, securing a new lending opportunity before the client even starts shopping around.
Conclusion
interVal transforms the way you engage with your SMB clients by turning complex financial data into clear, actionable opportunities. By automating analysis and surfacing key insights, you save valuable time, enhance your advisory capacity, and proactively identify avenues for growth – from new investments and loans to valuable advisory engagements. It fosters a collaborative environment where both you and your clients gain the clarity needed to make informed decisions, leading to healthier businesses and stronger, more profitable long-term relationships.
More information on InterVal
Launched
2020-05
Pricing Model
Starting Price
Global Rank
3602637
Follow
Month Visit
5.6K
Tech used
Google Analytics,Google Tag Manager,cdnjs,Cloudflare CDN,HubSpot CMS,Gzip,HTTP/3,OpenGraph,HSTS
Top 5 Countries
80.99%
19.01%
United States
Canada
Traffic Sources
11.17%
7.53%
0.07%
5.58%
25.05%
50.59%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
InterVal was manually vetted by our editorial team and was first featured on 2025-05-02.
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