Sageworks is a financial analysis suite that turns financial statements into plain language reports. The Executive Report uses ratio and trend analysis as well as industry comparisons to analyze a company's financial health. An additional solution, Counselor, can be included, which produces forecasts for a company and allows for "what if" planning.How Sageworks Can Help
Share Understandable Financial Information
Use the plain language report to make complicated financial information understandable for non-financial colleagues, investors, or executives.
Identify Problem Areas
Before they become a problem, spot areas of concern, and use the recommendations for improvement to minimize potential problems.
Easily Prepare for Presentations
Export the report to a slideshow format and quickly show board members and executives how a company is performing in liquidity, profitability, sales, borrowing, assets, and employees.
Compare a Company to Industry Peers
Measure how the business is performing relative to other private companies in the industry and region.
Also available with Sageworks:
Generate "what-if" scenarios for the business and see impact on cash and other accounts, using Sageworks Counselor. View Sample