interVal is an interactive business valuation platform that utilizes machine learning and natural language processing to analyze financial data in real time, revealing hidden growth opportunities within SMB financial statements. By automating the discovery of actionable insights, interVal enables accounting firms, banks, and wealth management firms to enhance client advisory services and drive business growth.
Funding
$2.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
SMB owners often lack a clear understanding of their business's financial health and potential growth opportunities, leading to missed chances for increased valuation and strategic decision-making. Financial advisors spend excessive time manually sifting through financial statements to uncover these insights, limiting their capacity to serve clients proactively.
Solution
interVal is a SaaS platform that leverages AI, machine learning, and natural language processing to automate the discovery of growth opportunities hidden within SMB financial data. By connecting to accounting software and financial platforms, interVal provides real-time analysis and actionable insights, including valuation scores, key performance indicators, and potential lending or investment opportunities. This enables accounting firms, banks, and wealth management firms to proactively advise their SMB clients, improve cross-department visibility, and drive business growth by identifying areas for revenue generation and asset management. The platform also empowers SMB clients to understand their overall business health and track their growth over time in a shared environment with their advisors.
Target Audience
interVal's primary customers are accounting firms, banks, and wealth management firms seeking to enhance their client advisory services and proactively support SMB clients, as well as the SMB clients themselves.
Features
- Automated business valuation and saleability scoring based on financial data
- Identification of key metrics and ratios impacting business performance
- AI-powered insights into potential lending, deposit, and investment opportunities
- Integration with QuickBooks Online, Xero, Sage, and Caseware for seamless data syncing
- Secure data storage in AWS data centers with SOC-2 Type 2 certification
- Customizable dashboards for advisors and SMB clients to track financial health and growth
- Feature request portal for users to provide feedback and influence platform development
- Automated discovery of excess working capital