"Monitor™", Sageworks' exception tracking and document tracking software platform, is specifically designed for bankers looking to reduce costs, increase efficiency and maintain a healthier loan portfolio. We offer web-based exception tracking and document tracking software applications tailored to meet the unique needs of Chief Credit Officers, Senior Lenders and Credit Administrators. Bankers find Sageworks essential in making document tracking and administration decisions that increase profitability and reduce risk.

Improve Exception Tracking & Document Tracking Analyses

The depth of analysis offered by Monitor, Sageworks’ document tracking and exception tracking software application, has proven to be invaluable to bankers looking to make more well-informed, financial decisions. Learn more about Sageworks' exception tracking and document tracking software applications below.

Sageworks Risk Analytics™
The Optimum Document And Exception Tracking Software Suite

Sageworks Risk Analytics™ is a complete document tracking and exception tracking software suite that includes a number of advanced tools for collateral tracking, covenant tracking and loan administration challenges.

Sageworks Monitor™: Loan Monitor And Tracking Software Application

• Monitor the entire loan portfolio with collateral tracking tools featuring early warning indicators on potentially troubled loans
• Satisfy regulatory requirements with ease with document tracking software tools
• Reduce administrative workload
• Exception tracking software tools help to avoid delinquencies and write-offs

Proven Exception Tracking And Document Tracking Applications

Sageworks develops exception tracking and document tracking software applications designed to help professionals make better financial decisions. At Sageworks, we are committed to helping our clients realize the benefits of advanced collateral tracking and document tracking tools. Despite having access to more information, individuals and organizations are still challenged with how to make more profitable decisions. Sageworks' document and exception tracking software applications are the solution for making better, more precise decisions with confidence. In addition to Monitor, we are proud to offer Analyst, the credit analysis application; Certainty, the automated risk rating module. We can help you discover the optimal banking management software products to streamline your document tracking and exception tracking needs.

In addition to our exception tracking and document tracking software applications, many bankers have turned to Sageworks to increase profitability and reduce risk in several other critical areas

Sageworks Analyst™: TruGlobal™ Credit Analysis Application

• Quick views of TruGlobal™ cash flow that combine guarantors, businesses, and real estate
• Dynamic narrative analysis to expedite credit memo preparation
• Easy-input tax return screens for covenant tracking
• Real-time industry comparisons to make better lending decisions

Sageworks Industry Data and Analysis™: Provide current industry statistics for covenant tracking along with a narrative description of the industry as part of your analysis.

• View geographic, real-time industry data up-to-date document tracking procedures
• Use tracking software tools as a cross-selling and prospecting tool
• Access data in over 1,400 NAICS categories including KPIs in more than 800 categories
• Export exception and document tracking data to Microsoft Word or PDF software

Sageworks Certainty™: Risk Rating Application

• Better preparedness for examinations
• Better business consistency resulting from the universal application of their bank's particular risk rating methodology and document tracking system
• Better preparedness for examinations and global cash flow reviews
• Easier financial analysis of which segments of the portfolio need risk rating adjustments
• The confidence that comes from knowing that their risk ratings were accurately created, consistently applied, and thoroughly documented

Sageworks Surety™: Whole-Portfolio™ ALLL (Allowance for Loan and Less Losses) Application

• A clear, concise method for loan adherence to FASB 5 and FAS 114 calculation compliance issues
• Better balance sheet calculations
• Better preparedness for examinations and collateral tracking
• Accurate, sound, and appropriate ALLL calculations for FAS 114 impairment analysis

Precision Applications for CPAs & Accounting Professionals

The Sageworks suite of exception tracking and document tracking software applications provide automated written narrative analysis, projection and forecasting, valuations, covenant and collateral tracking, private-company industry benchmarks, and analytical procedure documentation enabling you to add value to the services you provide to your existing clients and generate additional revenue via new engagements.

Sageworks’ document and exception tracking software applications provide accountants many benefits:

• Automate and standardize analytical and document tracking procedures in audit engagements
• Improve the quality of assessment during attest engagements
• Provide real-time industry comparisons
• Uncover new opportunities and enhance client service by differentiating your practice
• Simplify the initial covenant and document tracking process for audits and analysis

Distinguish your practice, attract and retain the best clients, and discover consulting and business advisory opportunities using Sageworks document and exception tracking software applications.

Sageworks Auditor™

Basic Sageworks auditing suite demonstrates a comprehensive understanding of a client's unique business needs.

Analytical Procedures™: Quickly comply with audit and review analytical procedures guidelines.

• Automatically generate expected values, industry comparisons and a narrative report
• Produce standardized documentation for your work papers, tracking reports, and more
• Export document tracking data to Microsoft Excel, Word or PDF software

Sageworks Advisor™

Create new revenue by booking additional client engagements and build your value to your clients by offering new services.

Sageworks Snapshot™: Offer clients a high-definition view of how their business is performing.

• Translate financial information into plain language for collateral tracking
• Create a document tracking report highlighting strengths and weaknesses
• Gain access to private company industry benchmarks and trends in real time
• Perform what-if analysis and budget projections
• Generate analysis for individuals, for-profits and non-profits
• Export exception tracking data to Microsoft Word or PDF software

Sageworks Industry Data and Analysis™: Provide current industry statistics along with a narrative description of the industry for exception tracking and more.

• View geographic, real-time industry data up-to-date document tracking procedures
• Use tracking software tools as a cross-selling and prospecting tool
• Access data in over 1,400 NAICS categories including KPIs in more than 800 categories
• Export collateral tracking data to Microsoft Word or PDF software

Sageworks Counselor™: Allows automatic forecasts based on historical trends and real-time industry data using regression analysis. Includes a detailed report that provides industry-specific recommendations for financial improvement and specific document tracking procedures.

• Software tools facilitating document tracking analysis and administration
• Perform what-if analysis and budget management projections
• Export document tracking data to Microsoft Excel

Sageworks Advocate™

An exception and document tracking software suite designed for non-profits.

Analytical Procedures™ for Non-Profits: The same power, accuracy and efficiency found in Sageworks Analytical Procedures has been customized to address the non-profit market.

• Create narrative analysis and graphs for advanced document tracking procedures
• Compare current/prior period(s) and peer groups
• View classification of sectors based on the NTEE (National Taxonomy of Exempt Entities) code system
• Produce expected value and variance analysis calculations for collateral tracking
• Tracking software applications generate ratio analysis
• Export exception tracking data to Microsoft Excel, Word or PDF software

Sageworks develops exception tracking and document tracking software applications designed to help professionals make better financial decisions. At Sageworks, we are committed to helping our clients realize the benefits of advanced collateral tracking and document tracking tools. Despite having access to more information, individuals and organizations are still challenged with how to make more profitable decisions. Sageworks' document and exception tracking software applications are the solution for making better, more precise decisions with confidence.