Solutions supported by award-winning-service

For Accountants

Win and Retain Top Clients

through advisory service offerings that help differentiate your firm

Empower Business Clients

by providing a narrative financial analysis to support better decision making

For bankers

Satisfy Examiners

with a documented, consistent ALLL

Book Loans Faster

through more efficient processes

Use an Integrated Suite

that improves data flow and accuracy

About Sageworks

Sageworks develops financial analysis and risk management solutions, powered by one of the largest databases of private-company financial information in the United States.

Community Outreach

Sageworks supports local outreach organizations, including Inmates to Entrepreneurs, which strives to reduce recidivism among former inmates while growing the number of successful small businesses in the region.


May 26, 2015 3 Simple Rules for Headache-Proof Customer Service – The Small Business Expert
May 25, 2015 Why small businesses aren't borrowing – CBS Moneywatch
May 15, 2015 Credit Unions Must Plan for a New Credit Loss Model – Credit Union Times


Former Sageworks team members discuss their experience at the company and how it helped them advance their careers. Learn More

Former Employees View Openings