Banks & Credit Unions

Grow the institution while mitigating risk

Sageworks provides loan portfolio and risk management software solutions to help bankers grow their institutions profitably while reducing credit and regulatory risk. As a result, banks and credit unions are able to more effectively manage capital.

  • Integrated suite for life-of-loan management with one vendor
  • Industry leading integrations for flexible methodologies and reporting
  • Award winning client support and consulting

Accountants, CPAs, & Business Advisors

Generate Advisory Engagements

Identify ways a business client could generate more cash, and help your practice secure advisory engagements. With CashSage, import client data quickly to evaluate key financial performance metrics and to develop business recommendations.


ProfitCents is a web-based financial analysis solution that analyzes your business client’s financial data to identify how the business could improve. Create customizable, plain language client reports and build strategic insights through “what-if” scenarios. Leverage the Sageworks database of real-time industry data on private companies to benchmark clients and track industry trends.

Business Valuation Professionals

Streamlining the valuation process

Sageworks Valuation Solution is a web-based platform enabling business valuation professionals to streamline workflow, increase realization rates and offer advisory services. Modeled after SSVS No. 1 standards, the software follows the income, market and asset approaches to generate an accurate, defensible value.

Vendors, Consultants & Financial Institutions

Streamline bank & credit union analysis

Sageworks Bank Information delivers timely data on financial institutions that can benefit bank executives, consultants or vendors who need to analyze and contact banks and credit unions. Access 1,000+ financial metrics to build robust bank performance reports and segment the banking market for information on key decision makers. Information is available for banks and credit unions across the country.