Karen Chalmers @keachalmers
VP of Marketing at @interVal_ai, Geek, Actor, Musician, 80's Arcade Collector & Book Lover - tweets are my own (she/her) inter-val.ai London, Ontario Joined February 2011-
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Accounting firms, banks, and wealth firms are investing in technology powered by AI, alongside Machine Learning and RPA to automate their processes & enhance efficiency 📈 Read our latest insight & learn how AI is impacting the accounting world 🤖 hubs.la/Q02sy_FN0
"If you could be alerted to any conditions within your client financial statements that would indicate there were opportunities for additional services, what would those be?" 💼 Dave Bunce, CPA, CA, shares insights in his latest blog. Read more here: hubs.la/Q02rQSlF0
"Given unlimited time, we would be pouring through those accounting files looking for tidbits of wisdom to help our clients... right?" It's Demo Day for @JStaatsCPA and interVal is solving for limited time. Check out the demo and see for yourself 👇 hubs.la/Q02rJBSY0
Dig Deeper With 'Key Metrics Expansion'. With this new feature, you and your SMB clients can dig deeper into how Key Metrics are calculated🚀 ✨ Greater Transparency 📈 Enhanced Communication 🌱 Clarity for SMB owners Read our latest insight at hubs.la/Q02rwfYg0
Client Advisory Services are a hot topic in accounting and advisory right now, but what kind of impact is it having on innovative firms and their SMB clients? We're discussing it on @Cdn_Accountant Read the article: hubs.la/Q02qjh2S0
The greatest wealth transfer in history is here. Learn how your Wealth Management Firm can stay ahead of the curve with our top 3 tips. ✨ Uncover hidden opportunities 💪 Empower SMB clients 🌱 Grow together Read our latest insight at hubs.la/Q02qJyZx0
interVal helps financial institutions uncover more lending and investment opportunities 🔓 🌳Elevate SMB Health ✨Automate Discovery 📈Improve Cross-department Visibility Read our latest insight at hubs.la/Q02lYmz60
The use of AI and automation is becoming mainstream in the accounting industry 🤖📈 Read our latest insight and learn how you can leverage automation to help your SMB clients grow their businesses 🌱 hubs.la/Q02mmLCD0
Replacing manual tasks with automation is one of the best ways to grow your advisory practice. Our latest insight explores 3 reasons why you should automate your processes 🚀 hubs.la/Q02lGxvV0
Tech, machine learning, and AI have positive impacts on a CPA's contribution to business success 📈 Read our latest insight and discover how the roles of CPAs are evolving: hubs.la/Q02kVJQ-0
interVal serves as a bridge between data and advisory for accounting firms. Learn how automation can help your Client Advisory Services. ✨Automate Discovery 📈Optimize Outcomes 🌳Improve SMB Health Read our latest insight at hubs.la/Q02ld3WQ0
🌱 Building a successful CAS practice requires commitment, focus, and of course - the right tools. Check out these top 5 tips on building your CAS practice 📈✨ hubs.la/Q02k1L3t0
interVal is proud to announce the appointment of Dave Bunce, CPA CA, as our new Director of Partnerships 🤝 Read more about Dave's industry experience and new position 👇 hubs.la/Q02jQ1nh0
We are incredibly excited to join 7 other Canadian fintech startups as part of the Silicon Valley FinTech CTA program. Read more about our involvement⬇️ hubs.la/Q02jHD3q0
Empower your SMBs with Tailored Financial Advice 📊 interVal is defining how accounting firms and financial institutions can use automation to streamline processes, create capacity, and unlock growth 💼💰 Read our latest insight at hubs.la/Q02jwrFC0
#FintechCTA2024 participant @interVal_ai helps accounting firms, financial institutions & wealth management firms grow revenue faster. Their software streamlines operations, automatically uncovering valuable opportunities within the firm's SMB client base: inter-val.ai
Visualize Performance Evaluation 📈 Unlock the power of automation to elevate your advisory services. Turn data into actionable strategies, and advise your clients successfully ✨Level up communication 🌱Unlock opportunities Read our latest insight at hubs.la/Q02jc6kZ0
Last January, I noticed something peculiar in my 2yo’s bedroom that - after a year of obsessive reporting - led me to a profound cosmic revelation about what’s even possible in our universe. A 🧵.
We're starting off 2024 strong with the warm welcome of our new Chief Revenue Officer (CRO), Matt Beecher. Read more about Matt and his new role as CRO 👇 hubs.la/Q02ffcMm0
Want to see what we will be up to in 2024? @AccountingToday asked, and we answered. ⬇️ hubs.la/Q02dNCrZ0
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"interVal is designed to highlight what's most important to you, like possible serviceable debt that can allow you to place loans with businesses who aren't even looking" Banks & Credit Unions can leverage interVal for growth opportunities. Learn more👇 hubs.la/Q02rn9s10
"If you could be alerted to any conditions within your client financial statements that would indicate there were opportunities for additional services, what would those be?" 💼 Dave Bunce, CPA, CA, shares insights in his latest blog. Read more here: hubs.la/Q02rQSlF0
"Given unlimited time, we would be pouring through those accounting files looking for tidbits of wisdom to help our clients... right?" It's Demo Day for @JStaatsCPA and interVal is solving for limited time. Check out the demo and see for yourself 👇 hubs.la/Q02rJBSY0
Dig Deeper With 'Key Metrics Expansion'. With this new feature, you and your SMB clients can dig deeper into how Key Metrics are calculated🚀 ✨ Greater Transparency 📈 Enhanced Communication 🌱 Clarity for SMB owners Read our latest insight at hubs.la/Q02rwfYg0
Empower your SMB clients to uncover hidden growth opportunities. Learn how interVal can help your wealth firm do more, with less. 🌳Elevate SMB Health 📈Passively Grow Your AUM Read our latest insight at hubs.la/Q02pW0-d0
Client Advisory Services are a hot topic in accounting and advisory right now, but what kind of impact is it having on innovative firms and their SMB clients? We're discussing it on @Cdn_Accountant Read the article: hubs.la/Q02qjh2S0
Grow your AUM passively by empowering SMB clients to discover hidden growth opportunities 📈 🌱 Nurture client relationships through personalized automation 💪 Empower SMBs to grow Read our latest insight at hubs.la/Q02qcrYT0
The greatest wealth transfer in history is here. Learn how your Wealth Management Firm can stay ahead of the curve with our top 3 tips. ✨ Uncover hidden opportunities 💪 Empower SMB clients 🌱 Grow together Read our latest insight at hubs.la/Q02qJyZx0
Dive into insightful tips for small business owners with expert speakers like Trevor Greenway, Co-Founder & CEO at @interVal_ai in our on-demand webinar "Hiring Students in Ontario: How to Start and Where to Go". bher.ca/wil-hub/wil-vi…
Time is one of the most important currencies for accounting firms. Your firm can 'create' more time with our top 3 tips: ☁️ Cloud-Based Platforms 🤖 Automation 🔄 Agile Project Management Read our latest insight at hubs.la/Q02p1Lk30
🚀 Uncover hidden growth opportunities with automation. Find out how interVal can help your financial institution do more, with less 📈 Read our latest insight at hubs.la/Q02psVY40
Use Automation to Get the Most out of Annual Client Reviews. Turn data into actionable insights, and advise your clients successfully 📈 ✨Visualize financial insights 🌱Empower SMBs to grow Read our latest insight at hubs.la/Q02nwMHj0
interVal serves as a bridge between data and advisory for accounting firms. Learn how you can leverage automation to help your SMB clients grow. ✨Streamline Processes 📈Create Capacity 🌳Unlock Growth Read our latest insight at hubs.la/Q02nhJY70
Help your SMB clients understand their financial health and enable them to make better-informed decisions — resulting in mutual growth 🚀 Read our latest insight at hubs.la/Q02mnQwc0
The use of AI and automation is becoming mainstream in the accounting industry 🤖📈 Read our latest insight and learn how you can leverage automation to help your SMB clients grow their businesses 🌱 hubs.la/Q02mmLCD0
interVal helps financial institutions uncover more lending and investment opportunities 🔓 🌳Elevate SMB Health ✨Automate Discovery 📈Improve Cross-department Visibility Read our latest insight at hubs.la/Q02lYmz60
Replacing manual tasks with automation is one of the best ways to grow your advisory practice. Our latest insight explores 3 reasons why you should automate your processes 🚀 hubs.la/Q02lGxvV0
Tech, machine learning, and AI have positive impacts on a CPA's contribution to business success 📈 Read our latest insight and discover how the roles of CPAs are evolving: hubs.la/Q02kVJQ-0
interVal serves as a bridge between data and advisory for accounting firms. Learn how automation can help your Client Advisory Services. ✨Automate Discovery 📈Optimize Outcomes 🌳Improve SMB Health Read our latest insight at hubs.la/Q02ld3WQ0