Who doesn’t love a good dashboard? With the rising interest among CPAs and accountants in general to provide more financial and wealth management advice to clients, you need the right tools for the job. This is where interVal, a provider of software for automated financial insights for SMB clients, is looking to live and grow.
The company’s latest enhancement is a Business Overview Dashboard tool, which is designed to vastly improve how accountant and financial advisors access and analyze their clients’ business health metrics. In one view, the new dashboard offers tool provides a comprehensive view of critical information, enabling advisors to support their clients more effectively.
The new dashboard also offers advisors easy access to business health insights such as business valuation
- key performance metrics
- valuation timeline
- financial goals
- saleability score
Also accessible in the dashboard are insights including working capital, non-operating assets, and serviceable debt. By consolidating these metrics into one accessible view, interVal looks to equip advisors with the information needed to make informed decisions and strategic recommendations.
Take a look for yourself:
