interVal, a provider of software for accounting firms and financial institutions, has upgraded its Business Reports feature to allow accountants and advisors to customize and create shorter, streamlined, and more specific reports for their small and midsized business (SMB) clients.
With the updated Business Reports feature, accountants and advisors can deliver detailed advice in less time, generating reports that are a “snapshot in time” based on the latest key metrics and valuation data, ensuring a clear, structured overview of business performance, interVal said in a media release. With historical insights preserved even as new data is added, accountants and advisors can track progress and refine strategic recommendations over time.
Key features of interVal Business Reports includes:
- Detailed, actionable advice: Easily give your clients a snapshot of where they are and what can be done next.
- Customizable report builder: Select and arrange key metrics and valuation data to match client needs.
- Editable performance notes: Provide detailed, tailored insights on key metric performance.
- Pre-built templates: Start quickly with ready-made templates.
- PDF export: Save and share reports in a professional, client-ready format.
“We redesigned Business Reports to give advisors more control over how they analyze and present key business data. By making the business reports customizable, this feature ensures that advisors can tailor their services to provide the best possible client experience and focus on what matters most,” Trevor Greenway, co-founder and CEO at interVal, said in a statement.
The reimagined reporting feature is now available to interVal users.
More information can be found here.
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Tags: Accounting, interVal, Small Business, SMBs, Technology
