Credit Analysis Solution

Sageworks Analyst is a credit analysis solution that financial institutions use to perform global cash flow analysis on their borrowers. Analyst includes tax return input screens that map to financial statements for easy data entry. The Analyst output includes spreads of all financials and an in-depth global cash flow analysis, the impact of proposed loans on financial metrics, forecasting and projection models, customizable credit memos, private company benchmarks using Sageworks' real-time industry database, and narrative analysis reports. Learn More

Sageworks Analyst helps financial institutions:
  • Ensure accurate and consistent global cash flow analysis.
  • Better evaluate loan applications.
  • Consistently adhere to lending standards.
  • Make more profitable credit decisions.

The Sageworks suite of products can be used in conjunction with each other or as individual solutions.

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"Sageworks has been very helpful with our concerns for double counting. Once [Sageworks] gets to the Excel spreadsheet, you can see exactly what’s being double counted. It’s very helpful to double-check your numbers."

Deanna Elliott

Putnam Bank

Putnam, CT