Financial Analysis Software from Sageworks

Financial Analysis Software, Providing Understandable Financial Advice

Sageworks was founded to help professionals improve their financial data and therefore make more-informed business decisions. We offer advanced financial analysis software applications tailored to meet the unique needs of accounting firms, private companies, and financial institutions.

See the Benefits Now with a Sample Report

Request more information on the Sageworks financial analysis software and instantly receive a sample industry benchmarking report via email. It includes:

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

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Improve Financial Information

Sageworks offers financial analysis software applications proven to make financial data understandable and actionable for financial professionals and private companies. Our real time industry data provides context for how the industry is performing and shows how a company compares to its peers.

Who Are You?

ProfitCents™ Financial Analysis Software for Accountants and CPAs

Our web-based financial analysis software, ProfitCents, helps firms grow by building value with new and existing clients. Along with normal financial statement analysis services, accountants can become their 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 and a narrative report
• Produce standardized documentation for work papers

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 financial 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 you can segment by geographic region or revenue range
• Use as a cross-selling and prospecting tool for existing and new clients
• Access financial data 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 projections
• Informally assess the value of a business

Sageworks Financial Analysis Software for CFOs and Controllers

Sageworks is a web-based financial analysis software suite that takes financial data and quickly converts it into plain language reports complete with industry comparisons, ratio and trend analysis, and even recommendations for improvement. For CFOs, this analysis will be especially helpful for presentations to management or a board. The suite also integrates with general ledger programs, so these reports will be easy to create.

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 analysis information into plain language
• Create a financial report highlighting strengths and weaknesses
• Access private company industry benchmarks 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 real time industry data that can be segmented by geographic region or revenue range
• Access data for over 1,400 NAICS categories