Sageworks Public is based upon Sageworks' patented FIND^® (Financial Information to Narrative Data) technology. As illustrated below, FIND^® applications are built on a database platform that is comprised of an application layer, including a series of three main software modules, which interacts with a financial and text database.

Input Area

Definition: The input area is where the system gathers the data to be analyzed. For Sageworks Public, the data can be imported automatically from a variety of sources.

Function: Carefully selected input data is mapped to the expert system for processing.

Customization: Sageworks can add financial metrics or variables for analysis to facilitate the generation of highly customized analytical reports.


Engine Area

Definition: In this area, FIND^® processes and analyzes the financial variables that are passed from the input area.

Function: The engine converts financial data into easy-to-read, actionable narrative text.

Customization: Sageworks has developed a core artificial intelligence engine that can be customized to provide analytical reports for a variety of functions, including: credit analysis, loan review, valuation, business analysis, and equity analysis. Sageworks' proprietary and patented method of interpreting financial information provides substantial flexibility. For example, standard Sageworks Public uses industry statistics as its reference group. However, it is possible to use alternate reference groups for Sageworks Public versions targeting different markets, including company-specific, peer-specific, and/or industry-specific financial drivers. Metrics and custom financial variables can be added by customers to produce a variety of analytical reports.


Output Area

Definition: Carefully constructed text paragraphs are assembled, formatted, and presented to the user.

Function: Customers are provided with easy-to-read narrative reports.

Customization: This module allows for complete customization of the appearance of the application and financial reports. Reports can be customized based upon the financial variables analyzed and the qualitative requirements of the customer. For example, the reports can be private-labeled.