Financial Ratio Analysis from Sageworks
Financial Ratios and Benchmarking for Privately Held Companies
Sageworks' financial analysis solutions are designed for professionals trying to improve the way they look at a company's financial data and glean more information and context from financial ratios.
See the Benefits Now with a Sample Industry Report
The sample report includes:- Ratio analysis on margins and net profits
- Cash flow statistics and liquidity ratios
- Sales growth and expense control benchmarks
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Add Value to Financial Ratios Analysis
Sageworks offers financial ratios analysis and benchmarks. With this context for the industry, financial professionals can make more-informed and accurate financial decisions.
Who Are You?
ProfitCents™ for Accountants and CPAs
ProfitCents helps firms grow by building value with new and existing clients. We offer several packages, so accounting professionals can select the resources they need to create sound and relevant financial reports for their clients. ProfitCents includes financial ratio benchmarks, written narrative financial analysis, a valuation calculator, private company industry benchmarks, and analytical procedures documentation.
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 ratios, and a narrative report
- Produce standardized documentation for work papers
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 strengths and weaknesses of the company
- Gain access to private company financial ratios and trends
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 that can be segmented by geographic region or revenue range
- Use as a cross-selling and prospecting tool
- Access over 1,400 NAICS categories, 1,000 of which have additional KPIs
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 budgets
- Informally assess the value of a business
Sageworks for CFOs and Controllers
Sageworks takes financial data and quickly converts it into plain language reports with industry comparisons, ratio and trend analysis, and even recommendations. 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 ReportWith 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 report highlighting strengths and weaknesses
- Access private company financial ratios and trends in real time
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 ratios
- Access over 1,400 NAICS categories
