Efficiently grow and improve the borrower experience with our lending, credit risk and portfolio risk software.
See HowSageworks actively engages partners to incorporate our data, AI engines and technology into custom solutions.
Learn MoreOur clients had 38% higher average loan growth over the last 5 years
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
New features in Sageworks Relationship Manager
See a complete, 360-degree customer view to provide better service, manage risky customers and build accurate forecasts.
Learn MoreNot 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.
Read MoreSageworks 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.
Through software solutions, thought leadership and consulting, Sageworks supports our banking clients in their goals to grow more profitably and mitigate risk.
ProfitCents is a web-based suite of financial analysis solutions that helps accountants and advisors improve client business performance.
Streamline calculation and valuation engagements with web-based analysis and report building that follows SSVS No. 1 standards.
“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.”
“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.”
“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.”
“ProfitCents has been the most transformational resource in advising privately-held businesses over my 20 year career in public accounting.”
