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interVal

11 - 50 employees

Founded 2019

☁️ SaaS

πŸ’³ Fintech

πŸ€– Artificial Intelligence

πŸ’° $1.2M Seed Round - InterVal on 2021-04

SaaS β€’ Fintech β€’ Artificial Intelligence

interVal is a SaaS platform that uses machine learning and natural language processing to extract, analyze, and surface actionable insights from year-end financial and tax documents. It transforms raw financial statements and integrated bookkeeping data (QuickBooks Online, Xero, Sage, Caseware) into valuation metrics, business health KPIs, protection gaps, loan and investment signals, and client-ready reports to help wealth managers, accounting firms, banks, and other financial institutions identify opportunities and grow AUM. The platform emphasizes enterprise-grade security (SOC 2 Type II, AWS hosting), automated advisory workflows, and features aimed at making advisors more proactive and efficient when serving SMB clients.

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5 total jobs
5 new jobs this week ⚑️
100% are NOT on LinkedIn 🚫
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