Financial Benchmarking Analysis from Sageworks

Proprietary Source of Private Company Industry Benchmarking

Sageworks' benchmarking solutions are specifically designed for financial professionals trying to improve the way they look at a private company's financial performance.

See the Benefits Now with a Sample Industry Report

• Benchmarks on profit margins
• Cash flow statistics and liquidity ratios
• Sales growth rates and expense control

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Add Value to the Financial Benchmarking Process

Sageworks is proven to enhance your financial benchmarking because it offers credible and real time data to use as industry benchmarks. The web-based applications also enable private companies to create narrative financial analysis reports that make data easy-to-understand, business projections or valuations for contingency planning, and analytical procedures reports.

Who Are You?

ProfitCents™ Financial Benchmarking Suite for Accountants and CPAs

Our web-based software suite, ProfitCents, helps firms grow by building value with new and existing clients through financial benchmarking engagements. Along with financial statement analysis services, you can become your clients' trusted business advisor.

Analytical Procedures™
With this suite of applications, one part of ProfitCents, auditors can quickly comply with audit and review analytical procedures guidelines. The suite includes different solutions including the standard Analytical Procedures program, Analytical Procedures for Nonprofit Organizations, and Analytical Procedures with Industry Intelligence which includes industry-specific Key Performance Indicators (KPIs).

• Automatically generate expected values, industry benchmarking, and a narrative report for financial analysis
• Produce standardized documentation for your work papers and financial statement reports

ProfitCents™ Narrative Financial Analysis
With any of the ProfitCents narrative reports, accountants can create new revenue by booking additional client engagements and build your value by offering new services. There are several different types of narrative financial statement analysis software options available, varying in length and depth of the reports.

• Translate financial data into plain language that clients can understand and use
• Create a report highlighting client strengths and weaknesses
• Access private company industry benchmarks and trends in real time

Sageworks Industry Data and Analysis™
This platform benchmarks a business to its peers and shows how the business is performing relative to its industry. This kind of report is a great complement to standard financial reporting services and provides clients with context for their own financial numbers.

• View real time industry data, which can be segmented by geographic region or revenue range
• Use as a cross-selling and prospecting tool for existing and new clients
• Access financial benchmarks for over 1,400 NAICS categories, 1,000 of which have additional KPIs

Counselor™
Counselor generates automatic financial forecasts and projections based on historical trends and real time industry data. The reports also include a built-in business valuation calculator, so you can informally assess the value or expected value of a business.

• Perform "what-if" financial analysis and budget projections
• Informally assess the value of a business to plan for future investments

Sageworks Financial Benchmarking Suite for CFOs and Controllers

Sageworks takes financial data and quickly converts it into plain language reports with industry benchmarking, ratio analysis, trend analysis, and even recommendations for improvement. For CFOs, this type of analysis will be especially helpful during financial benchmarking or presentations to management or a board. The suite also integrates with existing general ledger applications, so these reports will be easy to generate in conjunction with your standard financial benchmarking.

Executive Report
With Sageworks Executive Report, CFOs can quickly generate reports analyzing the company's financial position. And the easy-to-read text explains the finances in a way that even non-financial managers will be able to understand.

• Translate financial benchmarking information into plain language
• Create a financial report highlighting strengths and weaknesses
• Access private company industry benchmarking and trends in real time

Industry Benchmarking
This platform benchmarks a business to its peers and shows how the business is performing relative to its industry. This kind of report is a great complement to standard financial reporting services because it provides actionable advice specific to the industry. For example, if your AR days ratio is different than the industry's, read the report's suggestions on how to get your numbers in line.

• View geographic-specific, real time industry data for up-to-date financial analysis
• Access financial benchmarks for over 1,400 NAICS categories, 1,000 of which have additional KPIs