Our Technology.

Sageworks possesses a broad, expandable technology that allows for the rapid analysis, interpretation, and aggregation of financial data. We use artificial intelligence (AI) to generate nearly all of our reports and analytics. The AI contains thousands of expert system rules, thousands of text pages, and industry benchmark data, all of which allow the technology to produce unique reports that change as company data changes. Customers receive individual and specific content based upon their financial data. For example, each time you run one of our executive reports, you will receive one of 32 trillion possible reports that our system is capable of producing. In short, all of our technologies have been developed to be "smart.”

This FIND Engine is used throughout the software applications we provide to the banking and accounting industries. Banks, credit unions, accounting firms, consulting agencies and business owners use the financial analysis from the technology to make better credit decisions, benchmark the companies with which they work and recognize financial strengths or weaknesses in these firms. See the Sageworks Solutions

We also like to build and partner with other organizations to find new opportunities and efficiencies. To learn more about our existing technology or a customized solution, see our information for enterprise partners.

In order for the reports to be meaningful and the data trustworthy, we have rigorous screens in place to ensure that only accurate and usable data enters the Sageworks database. For more technical information on how we scrub the data and our sampling technique, visit our data overview.


Nearly all of Sageworks’ technologies are built on FIND, a patented technology that converts financial numbers into narrative text.

patented find engine technology

Patent Number 6,968,316 - "Systems, Methods, and Computer Program Products for Producing Narrative Financial Analysis Reports."

sageworks technology graph

Raw Financial Data

Sageworks’ FIND System

Narrative Financial Analysis