Financial Statement Analysis from Sageworks

Sageworks Helps You Make More-Informed Financial Decisions with Financial Statement Analysis

Sageworks was founded to help professionals improve their financial information and therefore make more-informed business decisions. We offer advanced financial statement analysis solutions tailored to meet the unique needs of accountants, CFOs and controllers, business owners, and bankers.

See the Benefits Now with a Sample Industry Report

The sample includes:

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

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Improve Financial Statement Analysis

Sageworks offers financial statement analysis reports proven to give you understandable financial information for your business, and our real time industry data gives you context for how the industry is performing and lets you see if your financials are "normal."

Who Are You?

ProfitCents™ for Accountants and CPAs

ProfitCents, our flagship analytical program for accountants and consultants, helps firms grow by building value with new and existing clients. Along with your traditional financial statement preparation and 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 comparisons and a narrative report for financial statement analysis
• Produce standardized documentation for your work papers and financial statement analysis 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 appreciate
• Create a report highlighting 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 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 estimate the value of a business to plan for future investments or growth

Sageworks for CFOs and Controllers

Sageworks is a web-based financial statement analysis 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, these reports 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 statement analysis information into plain language
• Create a 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 which you can segment by geographic region or revenue range
• Access over 1,400 NAICS categories