[Tutorial Video] Uploading Financials via Request Link
Email Request
An advisor can set up a business profile on the interVal platform and send out a Request for Data for a business owner or other 3rd party to provide the financials.
This is an easy way for someone else to provide the financial data required for the business assessment, without having to fill out additional information.
Once initiated, you will receive an email from interVal with a secure link to upload financial data for the business.
Accepted Types of Financial Data
The platform can accept the following types of financial data or reports:
- Year-End Accountant-Prepared Financial Statements
- In PDF Format
- Trial Balance Reports exported from your accounting program
- In XLS or CSV Format
- Income Statements and Balance Sheets exported from your accounting program
- In XLS or CSV format
You can upload up to five (5) fiscal years for analysis.
Note: The interVal platform can analyze as little as one (1) fiscal year. However, having more than one year available means the platform can analyze things like historical trends and year-over-year performance, resulting in a more accurate valuation.
We encourage users to upload 3-5 fiscal years of data where available.
Uploading Data
- In your email, click the purple Upload Data button, or click the URL.
2. Click the checkbox to accept the Terms of Service & Privacy Policy. Click Continue.
3. Make any required changes to the contact details that were provided by your advisor. Once confirmed, select the check box and click Continue.
Note: interVal will only contact you via email if there are unexpected issues or questions about the financial data that is uploaded. You are not creating an account on the interVal platform at this time.
4. Click the Manually Upload Files button to open the file uploader.
Click and drag your files into the window, or use the Upload a CSV, XLS, or PDF File button to select them from your computer.
Once your files are showing in a list, click the purple Submit Files button.
The analysis will be available within two (2) business days. Your advisor will receive an email from interVal when the analysis is available, and will contact you directly with next steps.