All Products
 
 
Plain Language Reporting Tools
Snapshot Basic®
Generally, "Basic" is used for business clients who want a short and simple analytical report. Sometimes, these clients may have less sophisticated financial statements. Get financial analysis in language instead of numbers.
Financial Analysis
Snapshot Infinity®
"Infinity" is used in the same manner as Snapshot Basic, but it includes more ratios and fewer industry references. This product is great for a client with no clear industry match.
Financial Analysis
Snapshot Extreme®
"Extreme" is the most popular Sageworks report; it includes a comprehensive business analysis of text, graphs, ratios, trends, industry comparisons, and common size statements. Sometimes, this report is used for business clients who want detailed financial analysis.
Financial Analysis
Snapshot Extreme with Industry Intelligence
An enhanced version of the classic Snapshot Extreme® report, encompassing all of the above elements but also including industry-specific Key Performance Indicator (KPI) ratios, graphs, and trend analysis. Product information | Press release
Financial Analysis
Snapshot for Nonprofits
This report is designed to analyze nonprofit organizations. Included in this report is narrative text, graphs, ratio analysis, and peer comparisons. Use this report for presentations to nonprofit managers, board members, or leaders who understand how to run an NPO but may not understand financial analysis or how it applies to an NPO.
Financial Analysis
Sageworks Public®
"Public" is designed to perform financial analysis of publicly-traded companies. Just type a ticker symbol in and receive a solid and clear narrative financial analysis in seconds.
Financial Analysis
Analytical Review / Audit Tools
Sageworks Analytical Procedures®
"Analytical Procedures" is the most detailed Sageworks report and is commonly used for saving 4-8 hours per engagement. It includes a comprehensive analysis of text, graphs, ratios, trends, industry comparisons, and an analytical procedures documentation worksheet.
Analytical Reviews & Audits
Sageworks Analytical Procedures for Nonprofits®
This report is more detailed than Snapshot for Nonprofits and gives a comprehensive analysis including text, graphs, trend and ratio analysis, detailed industry comparisons, and an analytical procedures documentation worksheet. It can be used to save significant time in the initial and final analytical procedures process.
Analytical Reviews & Audits
Sageworks Analytical Procedures with Industy Intelligence
An enhanced version of the classic Sageworks Analytical Procedures® report, encompassing all of the above elements but also including industry-specific Key Performance Indicator (KPI) ratios, graphs, and trend analysis.
Product information | Press release
Analytical Reviews & Audits
Sageworks Analytical Procedures for Governments®
An analytical procedures documentation worksheet adapted for analysis of government entities. This report provides expected values, and allows the user to make notes or comments on accounts and set thresholds for analysis.
Analytical Reviews & Audits
Sageworks Analytical Procedures for Financial Institutions®
An analytical procedures documentation worksheet adapted for analysis of banks and other financial institutions. This report provides expected values, and allows the user to make notes or comments on accounts and set thresholds for analysis.
Analytical Reviews & Audits
Private Company Industry Information
Sageworks Industry Data and Analysis®
A proprietary industry data product that is updated in real-time for over 1,600 private company NAICS (industry codes) industries.
Private Company Industry Information
Business Projections / Valuations
Sageworks Counselor®
A comprehensive financial analysis suite that empowers you to create clear reports in order to make timely and accurate credit decisions. The goal of the technology is to reduce origination costs and increase accuracy in the credit decision making process.
Financial Projection Software
 
 
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