IinterVal is an advisory intelligence platform that helps financial professionals turn business data into valuations, planning insights, and client conversations.
– AI extracts and categorizes data from financial statements, tax documents, and connected accounting systems
– Valuation trends, health metrics, risk indicators, benchmarks, and opportunity signals support proactive advice
– Client-ready reports and a shared environment help advisors and business owners monitor progress together
– Fits accounting, wealth, and banking teams expanding valuation, succession, growth, lending, and planning services for SMB clients.
