InterVal
InterVal offers a SaaS platform for Accounting Firms, Banks, and Wealth Management Firms to automate the identification of growth opportunities in financial data.
Services
InterVal provides solutions tailored for Accounting Firms, Banks, and Wealth Management Firms. The company’s services are centered around a SaaS platform that automates the identification of growth opportunities within financial data. This helps small and medium-sized businesses grow more effectively. Additionally, InterVal supports a data-driven approach to client advisory services, enhancing cross-department visibility and new revenue opportunities. Features include Valuation and Saleability scores, Key Metrics, and Actionable insights that facilitate informed decision-making for financial institutions.
Platform Integration
InterVal’s platform integrates seamlessly with various financial platforms, including QuickBooks Online, Xero, Sage, Caseware, and PDF accountant-prepared financial statements. This integration capability allows users to effortlessly incorporate their financial data from these widely-used platforms into InterVal’s system for comprehensive analysis and insight generation. The integration supports a cohesive and streamlined workflow, ensuring users can maximize the benefits of automated financial data analysis.
Technology and Certification
InterVal employs machine learning and natural language processing technologies to analyze financial data. These advanced technologies enable the platform to provide real-time insights and automate complex financial processes. InterVal is hosted in AWS data centers located in the US and Canada, ensuring high availability and robust security. The company also holds SOC-2 Type 2 certification, which demonstrates its commitment to maintaining stringent standards for managing customer data securely and reliably.
Client Solutions for Banks
For banks, InterVal offers tools that automate client review activities and uncover new opportunities for lending, deposits, and investments. The platform aids banks in efficiently managing their client portfolios and identifying areas for financial growth. This automation not only enhances operational efficiency but also helps banks provide better service by identifying and acting on potential opportunities more rapidly.