Products & Services

Systems we install.
Products we built.

Beyond our done-for-you financial installs, AIM Analytics builds full software platforms you can put to work today — plus a complete menu of custom analytics, reporting, and automation services.

Why AIM Analytics

Built by financial analysts. Designed for decision makers.

20+ years in financial planning & analysis, forecasting, budgeting, variance analysis, and executive reporting. We build systems that help owners, operators, and finance teams see what's happening, understand why, and confidently decide what to do next.

We're technical FP&A operators who build systems — not slide decks.

Core Expertise

  • Financial Planning & Analysis (FP&A)
  • Forecasting & scenario modeling
  • Budget development & oversight
  • Variance analysis & executive reporting
  • KPI & performance dashboards
  • Data cleansing & structuring
  • Excel, Power BI & financial systems
  • Process automation & AI-powered insights

What Makes AIM Different

  • 20+ years of financial & analytical experience
  • Built by practicing financial analysts
  • Systems your team owns forever
  • No long-term contracts
  • Fast delivery — 5–14 days
  • Designed for real business decisions
Our Platforms

Productized systems, ready to deploy

Two complete platforms built by AIM Analytics — each with its own secure portal, pricing, and onboarding.

🗝️ LegacyVault

LegacyVault

The family continuity & life-organization system. Everything your loved ones would need — secure, organized, in one place.
  • 10 organized vault sections — documents, insurance, financial, assets, digital, wishes & more
  • Recorded video messages for loved ones
  • Printable Family Emergency Binder
  • Your documents stay in your own Google Drive — you own them
  • Bank-style security; first year included on every tier
Starter — DIY setup$249 + $49/yr
Guided — we build it with you$499 + $99/yr
Concierge — done for you$1,199 + $249/yr
🚗 AutoBroker Intelligence

AutoBroker Intelligence

AI-powered vehicle auction intelligence + an Excel operating system for car brokers and dealers. Research, score, and track every deal.
  • AI vehicle research — deal score, max bid, estimated profit & risk
  • Live dashboard, watchlist & bid-tracking pipeline
  • AI market-value estimator (trade-in / private / retail / auction)
  • The Tracker operating system — yours to own forever
  • Ownership model: no lock-in, your data stays yours
Portal — try the system$499 + $149/mo
Intelligence Platform — own it$3,500 one-time
Enterprise — your private brand$7,500–$10,000
Done-For-You

The full services menu

Every system below is built to be used by leadership — not just built to be built. Fixed scope, fast delivery, and you own everything. No black-box tools, no lock-in.

Fixed-scope installs
Financial Clarity System
$1,500
7-day delivery · KPI dashboard + cleanup + automated reporting
Best for: service businesses getting their first real dashboard
Most Popular
Growth Intelligence System
$3,500
10-day delivery · forecast vs. actual + 10–15 KPIs + scenarios
Best for: growing companies needing forecasting + KPI visibility
CFO Sprint
$2,500–$5,000
5–7 day delivery · forecast rebuild + margin analysis + scenarios
Best for: finance teams needing a fast FP&A or forecast rebuild
Enterprise Intelligence System
$7,000+
14-day delivery · full model + multi-scenario + board package
Best for: multi-entity or board-reporting environments
Core financial systems
📊

KPI & Performance Dashboards

Real-time visibility into revenue, margins, cash flow, and operational KPIs in one executive view.

🔮

Forecast & Scenario Models

Driver-based forecasting with scenario inputs to answer "what if" before it becomes a problem.

⚙️

Automated Reporting Systems

Replace manual monthly close with reports that update themselves — save 10–20 hours per cycle.

📋

Executive Financial Views

Board-ready packages, investor decks with live data, and executive summaries in minutes.

🧹

Data Cleansing & Structuring

Messy data in, clean structured data out — standardized, validated, and analysis-ready.

🤖

AI-Powered Insights

Anomaly detection, variance explanations, and plain-language summaries straight to your inbox.

Custom builds & platforms
🔐

Custom Client Portals

Secure, branded portals that give your clients or team live access to their own data and reporting.

🧩

AI Systems & Automation

Custom AI workflows and integrations that automate the repetitive work and surface what matters.

📈

Power BI & Excel Builds

Bespoke dashboards and financial models built in the tools your team already owns.

Custom & one-off projects

Custom Analytics Projects

A low-friction entry point for targeted work — scoped and quoted within 24 hours.

  • Dashboard enhancements
  • Data cleanup & structuring
  • Forecast model repairs
  • Ad-hoc financial analysis
  • Excel & Power BI improvements
  • Report & KPI updates
Starting at
$500
Request a Quote
Analytics Retainer — $1,000–$2,500/month
Monthly reporting, dashboard updates, forecast tweaks, and light advisory. The bridge between one-off projects and a full install.
Request a Quote

Not sure which fits? Let's talk.

Whether you need a full system install, one of our platforms, or a quick data cleanup — send a message and we'll get back to you within 24 hours.