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 14, 2015 You Should Be Hiring Athletes – Inc
May 12, 2015 Who Are the Top Lenders to Small Business? – The Huffington Post
May 12, 2015 CA CUs Rank High in Recent Studies – California Credit Union League
May 11, 2015 Stressing Out Stress Testing for Community Banks – BAI Banking Strategies


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

Former Employees View Openings