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 was a development firm for its first two years. The company came to market in late 1999, and ProfitCents was the flagship product of Sageworks. Two major milestones were reached when Andrew White joined Sageworks in 2001 and Scott Ogle joined in 2002. The company's management team was completed when Jay Borkowski joined Sageworks in 2004. Sageworks currently has thousands of accounting firm and financial institution customers across North America.