You can make faster decisions in a competitive market.

How much energy is your organization spending on manual tasks that include unnecessary touch points? How long does it take to assess the condition of a contractor based on financial reports?

When your organization is trying to make a deal with a contractor or surety, you need quick access to information that is already analyzed for potential risks and opportunities.

Transform financial data into new insights
Monitor contractor performance with ease, share automated analysis reports, and add value with peer analysis.

Give yourself an edge by jump-starting communication and collaboration.

Crowe Portfolio Analyzer for Sureties and Agents is an efficient, automated solution that provides industry-specific financial assessments and benchmarking that can help you make data-driven decisions and increase your throughput.

Faster insights

Automatically upload financial statements and job schedules as well as gain quicker access to financial and peer analysis from anywhere.

Increased efficiency

Reduce your organization’s reliance on manual tools and processes for data collection, entry, and analysis.

Stronger reporting

Create presentations that show job reports, financial statement comparisons, financial performance insights, and more.

Scalable solutions

Customize dashboards that display the data figures your organization needs based on your current portfolio requirements.

Transform your processes by identifying where you can automate, eliminate, and streamline.

Transformation package for agents

Transformation package for agents

Provide insights into underwriting risks and deepen customer relationships with faster decision-making.

  • Automated financial statement input
  • Automated work in progress (WIP) schedule input
  • Automated financial statement evaluation
  • Automated WIP schedule analysis
  • Construction industry benchmarking
  • Contractor summary

Automation package

Automation package

Improve data consistency while minimizing the time employees need to spend on tedious, low-level tasks.

  • Automated collection of documents
  • Automated financial statement input
  • Automated work in progress (WIP) schedule input
  • Automated financial statement evaluation
  • Automated WIP schedule analysis

Peer data package

Peer data package

Compare financial data against other organizations' data to provide...

  • Automated collection of documents
  • Automated financial statement input
  • Construction industry benchmarking

We can help make it easier to manage financial statement data.

Our solutions, which are available as stand-alone options or a complete package, can help make data analysis simpler, faster, and more reliable:

Crowe Portfolio Analyzer for Sureties and Agents

A financial analysis tool that helps automate processes for agents, providing deeper insights, reporting, analytics, and analysis capabilities.

Crowe Financial Data Automation™ solution

Intelligent process automation that can turn financial statements and job schedules into machine readable formats, such as XBRL and XML.

Peer data

We can take your portfolio of financial statements and anonymize and aggregate the data to provide industrywide benchmarking.

Crowe Portfolio Analyzer for Sureties and Agents

A financial analysis tool that helps automate processes for agents, providing deeper insights, reporting, analytics, and analysis capabilities.

Crowe Financial Data Automation™ solution

Intelligent process automation that can turn financial statements and job schedules into machine readable formats, such as XBRL and XML.

Peer data

We can take your portfolio of financial statements and anonymize and aggregate the data to provide industrywide benchmarking.

Want to see our solutions in action?

Let’s talk about your organization’s goals and challenges and identify the best path forward.
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We have a passion for saving you time.

Our deep specialization and practical experience provide the energy to help your organization adapt to complex business challenges with automated document collection and data extraction solutions.

Reach out today to learn what our team can do for you.