For Accountants

Generate Advisory Engagements

by quickly analyzing cash flow to find ways to improve a client's business

Win and Retain Clients

through actionable financial insights and a stronger service offering

Streamline Audits & Reviews

with automated expected value calculations and better documentation


Satisfy Examiners

with a documented, consistent ALLL

Book Loans Faster

through more efficient processes

Use an Integrated Suite

that improves data flow and accuracy

About Sageworks

Sageworks provides private-company financial information and develops financial analysis and lending solutions. By doing so, we hope to give people information they can understand and use, which helps them make better financial decisions.

Community Service

Sageworks founded Inmates to Entrepreneurs, a community-outreach program, which assists former inmates in starting their own businesses.

To stay active in the community, Sageworks also supports local organizations like the Food Bank of Central & Eastern North Carolina, which provides food to local partner agencies such as food pantries, shelters and soup kitchens.

At Sageworks, we support the local entrepreneurial environment. If you are starting a business or know a start-up, and you believe the business would benefit from an opportunity to introduce its good or services to our employees, please 360-336-8334 and we will see if we can help out. Thanks!