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products
 
please note: Click on SAMPLE to learn more about each product.
For-Profit Business Analysis
Includes financial analysis applications of for-profit business clients, including plain-language reports, audit and review reports (where we automatically calculate expected values for you), and projection/forecast reports.
Help your for-profit clients!
Snapshot Basic®
A 4-5 page report that includes both text and graphs. Use this as a starter report for your sole proprietor and tax-only business clients who may be intimidated by performance ratios. This report is also available in French and Spanish languages.
Snapshot Infinity®
A 5-7 page report that includes text, graphs, and more detailed ratio analysis. You may graduate your Snapshot Basic users to this report before they are ready for the Snapshot Extreme report. This is a good report to use when you do not have a clear industry match. This report is also available in French and Spanish languages.
Snapshot Extreme®
A 6-8 page report with comprehensive analysis including text, graphs, ratio analysis, detailed industry comparisons, and common size statements. You might use this during management meetings with business clients.
Sageworks Analytical Procedures®
A more detailed report with comprehensive analysis including text, graphs, trend and ratio analysis, detailed industry comparisons, and an analytical procedures documentation worksheet. This report can be used to save significant time in the initial and final analytical procedures process.
Sageworks Public®
A concise, 2-4 page report that analyzes the financial results of publicly-traded firms. You might use this to quickly evaluate an investment decision.

For more information, please visit profitcentspublic.com
Sageworks Analyst®
Sageworks Analyst® is an excellent analytical program for deeper financial analysis. The program allows automatic forecasts based on historical trends using regression analysis.
** You must have Microsoft Excel in order to run this program
Nonprofit Analysis
Includes financial analysis applications of nonprofit business clients, including plain-language reports, and audit and review reports (where we automatically calculate expected values for you).
Help your nonprofit clients!
Sageworks Advocate
A 6-8 page report for Nonprofits with comprehensive analysis including text, graphs, ratio analysis, and sector comparisons. Use this report for presentation to nonprofit managers, Board members, or leaders who understand how to run an NPO, but who may not understand financial analysis or how it applies to an NPO. This is a great tool to facilitate communication with your NPO clients...click here to learn more
Sageworks Analytical Procedures for Nonprofits®
A more detailed report with comprehensive analysis including text, graphs, trend and ratio analysis, detailed industry comparisons, and an analytical procedures documentation worksheet. This report can be used to save significant time in the initial and final analytical procedures process.
Sageworks Industry Data
Includes private company industry data from a table of NAICS codes, and reports where you can compare your client's financial metrics to peers/peer groups. Also, includes a data mining capability.
Gather real-time industry data!
Sageworks Industry Data and Analysis®
A detailed industry report that provides industry-specific recommendations for improvement, as well as real-time industry data, showing the number of financial statements behind each industry average.
Sageworks Industry Data Mining®
A data mining engine that allows you to research industries by key statistics.
Detailed analysis of industry performance using Sageworks' real-time industry data.