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History.

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

1998

1998:

Founded by Brian Hamilton and Sarah Tourville

2000

2000:

Filed application for U.S. Patent 6,968,316 for the “FIND” engine, which converts financial data into a narrative analysis report.

2000:

Licensed to CitiBank to add value to their business clients through executive reports.

2001:

First marketed ProfitCents® for the accounting market, with the executive report as our flagship product.

2001:

Bundled with QuickBooks, adding data analysis and benchmarks to their general ledger program.

2002

2002:

Developed first general ledger integration to pull data into Sageworks automatically.

2005:

Began serving the UK accounting and financial advisor market.

2006

2006:

Launched Sageworks Credit Analysis for the banking market.

2007:

Named to the Inc. 500, the list of America's Fastest Growing Private Companies.

2007:

Recognized as one of Deloitte’s Technology Fast 500.

2007:

Created TruGlobal™ global cash flow analysis in Sageworks Credit Analysis for more accurate credit analyses.

2008

2008:

Simplified Sageworks Credit Analysis and first included tax return layouts.

2009:

Introduced Industry Intelligence—Key Performance Indicators to help business owners understand their industry.

2011:

Formed a strategic partnership with Fiserv, a leading global technology provider serving the financial services industry.

2013:

Promoted Scott Ogle to CEO of Sageworks.

2014

2014:

Launched Sageworks Bank Information for comprehensive bank analysis and intelligence.

2014:

Launched Sageworks Valuation to perform compliant valuations.

2015:

Created Sageworks Workflow to help banks define, document, and streamline credit processes.

2015:

Developed the Electronic Tax Return Reader for our banking and accounting solutions.

2015:

Built out the Sageworks banking suite to include Loan Pricing and Credit Report Access.

As Sageworks grows, how is it changing?
As Sageworks grows, how is it changing?

Sageworks Chairman Brian Hamilton discusses the evolution of the company's culture and environment.