Software and informationthat make financial decisions easier

For Bankers

Efficiently grow and improve the borrower experience with our lending, credit risk and portfolio risk software.

See How

For Partners

Sageworks actively engages partners to incorporate our data, AI engines and technology into custom solutions.

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Our clients had 38% higher average loan growth over the last 5 years

2X

Average 2x improvement in Efficiency Ratio over the last 5 years

Average 12 basis points higher yield on commercial loans over the last 5 years

About Sageworks

Not Just Another “Fintech”

We started by working with accountants to give business owners the financial information they needed to succeed, and now we also offer banks and credit unions the technology to give SMBs a better borrowing experience and access to capital.

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  • Solutions for Bankers

    Sageworks Lending Solution
    Book loans more quickly and offer a better borrower experience.

    Sageworks Credit Risk Solution
    Book the right loans at the right prices and manage the relationship to mitigate risk.

    Sageworks Portfolio Risk Solution
    Measure and limit risk in the portfolio and prepare for CECL.

    Explore the Solution

    Through software solutions, thought leadership and consulting, Sageworks supports our banking clients in their goals to grow more profitably and mitigate risk.

  • Solutions for Business Advisors & Accountants

    ProfitCents is a web-based suite of financial analysis solutions that helps accountants and advisors improve client business performance.

    • Help businesses generate cash
    • Benchmark clients with industry data
    • Provide what-if scenarios with Projections
    • Create Narrative Reports to diagnose business performance
    • Save time with Analytical Procedures for audits & reviews
    Explore the Solution
  • Solutions for Valuation Professionals

    Streamline calculation and valuation engagements with web-based analysis and report building that follows SSVS No. 1 standards.

    • Perform flexible valuation analysis across multiple methods
    • Save time with seamless report building
    • Streamline your process with online project and file management
    • Maintain accuracy and compliance
    Explore the Solution

API Network

The network bridges different data sources and applications to bring information and insights into one easy-to-use interface.
  • Frank Callison

    EVP/CCO

    “Everyone at FSB has been completely blown away with the outstanding level of service and response from everyone at Sageworks! … I haven’t seen a level of service and response like your company offers, in many, many years. In fact, I’d sort of given up on the notion that anyone still did that! Seriously, I am a very, very happy client.”

  • Isaac Bigness

    VP Finance

    “Prior to using Sageworks' ALLL solution, our allowance calculation was housed across multiple Excel schedules and updates required an enormous amount of manual work. We simply were spending all of our time preparing the model with barely any time left for analysis. Now, we are able to dig down to see what's really moving the numbers. I have a lot of confidence in the ALLL calculation from Sageworks.”

  • Brian A. Sullivan

    CPA/ABV

    “We’ve doubled our valuation work efficiently using Sageworks Valuation Solution. It’s also a big plus that we can perform our valuations from anywhere.”

  • Robert Olszewski

    Director, Audit & Accounting

    “ProfitCents has been the most transformational resource in advising privately-held businesses over my 20 year career in public accounting.”