interVal

About

interVal is a SaaS platform designed as an AI-powered copilot for financial advisors, including accounting firms, wealth management firms, and financial institutions. Founded in 2019 by Colin Szemenyei, the company focuses on data automation and business valuation analysis, helping users transform year-end documents into actionable insights for growth opportunities. The platform allows users to upload various client documents, such as PDFs and QuickBooks files. Its AI engine utilizes machine learning and natural language processing to extract data and generate insights, including business valuations and financial health metrics. Key features include an insights dashboard that presents valuation trends and protection gaps, client-ready deliverables for immediate value, and a visibility engine that automates advisory processes. interVal emphasizes security with SOC 2 Type 2 certification and enterprise-grade encryption. Target markets include wealth management, accounting, and financial institutions, with a primary focus on serving small and medium-sized businesses.