Analytical Review & Audit Tools
Sageworks is a web-based financial analysis software suite that enables users to turn financial statements into
plain language written reports. The reports use ratio and trend analysis as well as industry comparisons to
analyze a business client’s financial health.
- Quick and easy to use (under 10 minutes)
- Business advisors input client’s key data
- Sageworks automatically creates a customizable report
- Simplifies the initial risk assessment process for audits/credit analysis
- Adds value to the services offered to business clients
- Helps coach clients to interpret their financials
Featured Products:
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.
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.
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.
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.