Plain Language Reporting 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:
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.
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.
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.
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.
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.