InterVal Enhances Business Reports Feature with Customization Options

On February 6, 2025, interVal, a prominent software provider catering to wealth firms, accounting firms, and financial institutions, announced an upgrade to its “Business Reports” feature. This enhancement is specifically designed for advisors who serve small and medium-sized business (SMB) clients, enabling them to customize and generate more concise and specific reports. This upgraded feature is now available to interVal users, promoting seamless presentation of essential business insights.

The reimagined Business Reports allow advisors to give their clients a quick, snapshot-in-time overview of their business performance, leveraging the latest key metrics and valuation data. This approach not only simplifies the reporting process but also preserves historical insights, enabling advisors to track progress and refine strategic recommendations over time.

Key features of the upgraded Business Reports include:

1. Detailed, Actionable Advice: Advisors can efficiently present clients with a clear picture of their current performance and outline the next steps necessary for improvement.

2. Customizable Report Builder: This feature allows users to select and arrange key metrics and valuation data tailored to the specific needs of their clients, enhancing personalization.

3. Editable Performance Notes: Advisors can add specific insights regarding the performance of key metrics, providing tailored feedback to their clients.

4. Pre-Built Templates: These templates facilitate quick start-ups, enabling advisors to generate reports without starting from scratch.

5. PDF Export: Users can save and share reports in a polished, professional format, making them client-ready.

Trevor Greenway, Co-Founder & CEO of interVal, emphasized the importance of this redesign, stating that it gives advisors more control over how they analyze and communicate key business data. By allowing customization, the upgraded feature helps ensure that advisors can deliver the best possible client experience, focusing on what is most important to each client.

The continual evolution of interVal’s Business Reports aligns with the company's mission to empower advisors with actionable insights. This support enables advisors to effectively guide business owners towards achieving long-term success in their ventures.

interVal's platform utilizes artificial intelligence to provide automated insights that help unlock opportunities for growth while enhancing decision-making capabilities for accounting firms, wealth management firms, and financial institutions. By fostering a collaborative environment, interVal allows business owners and their advisors to jointly identify, monitor, and capitalize on automated insights.

To explore more about how interVal can save time, enhance decision-making, and deliver actionable insights for advisory services, interested parties can visit the company’s website at www.inter-val.ai.

In conclusion, for SMB advisors seeking to improve their reporting processes and provide customized service to their clients, interVal's upgraded Business Reports feature stands out as a valuable tool, enhancing both the efficiency and effectiveness of client interactions. This advancement reflects interVal’s commitment to supporting financial advisors in delivering strategic, impactful advice.