From its inception in 1998, Sageworks' mission has been to increase the rate of business success by giving people information they can understand and use.

Sageworks’ financial growth has resulted from a disciplined and systematic approach in the development and sale of software services. These services were initially sold to CPA firms, and later to banks and credit unions. The market acceptance of our software products and exceptional customer service has supported continuous growth, strong recurring revenue, and the expansion of our product and service offerings.

Sageworks operates according to fundamental financial principles. The company has a stable customer base generating reliable, recurring revenue and no long-term debt. We use operating income to develop new products and grow our service and product offerings. We use extensive customer focus groups and feedback to continually improve existing products and adapt our services to meet our clients’ changing needs. Our history is characterized by a continuous building of recurring cash flow and increasing of profit margins.