More information about the history and development of Sageworks can be found in this interview:
Sageworks Chairman Brian Hamilton speaks with Duke University’s Global Entrepreneurship Network
Founded by Brian Hamilton and Sarah Tourville
Filed application for U.S. Patent 6,968,316 for the “FIND” engine, which converts financial data into a narrative analysis report.
Licensed to CitiBank to add value to their business clients through executive reports.
First marketed ProfitCents® for the accounting market, with the executive report as our flagship product.
Bundled with QuickBooks, adding data analysis and benchmarks to their general ledger program.
Developed first general ledger integration to pull data into Sageworks automatically.
Began serving the UK accounting and financial advisor market.
Launched Sageworks Credit Analysis for the banking market.
Named to the Inc. 500, the list of America’s Fastest Growing Private Companies.
Recognized as one of Deloitte’s Technology Fast 500.
Created TruGlobal™ global cash flow analysis in Sageworks Credit Analysis for more accurate credit analyses.
Simplified Sageworks Credit Analysis and first included tax return layouts.
Introduced Industry Intelligence—Key Performance Indicators to help business owners understand their industry.
Formed a strategic partnership with Fiserv, a leading global technology provider serving the financial services industry.
Promoted Scott Ogle to CEO of Sageworks.
Launched Sageworks Valuation to perform compliant valuations.
Created Sageworks Workflow to help banks define, document, and streamline credit processes.
Developed the Electronic Tax Return Reader for our banking and accounting solutions.
Built out the Sageworks banking suite to include Loan Pricing and Credit Report Access.
Awarded a patent for the innovative Electronic Tax Return Reader featured in our banking and accounting solutions.
Introduced the Loan Application to support financial institutions’ growth and efficiency goals for origination.
Awarded Barlow Research’s Monarch Award for Overall Most Innovative.
Supports thousands of accounting firms, banks and credit unions throughout North America and the United Kingdom.