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Financial Intelligence Systems

Financial Systems That Replace Spreadsheets —
Installed in 7–14 Days.

For service businesses, SaaS companies, and finance teams tired of manual reporting, broken forecasts, and guessing.

  • Cut 10–20 hours of reporting per month
  • Real-time dashboards + forecasting models
  • Built in Excel + Power BI — you own it
7–14
Day Delivery
$1.5K+
Starting Price
20+
Years FP&A Experience
Executive Dashboard
● Live
Monthly Revenue
$142K
↑ 18.4%
Profit Margin
32.7%
↑ 3.2pp
Forecast Accuracy
96.1%
↑ 4.8%
Variance vs Budget
+$8.3K
↑ Favorable
Revenue Trend (6 months)

Most Businesses We Work With…

  • Spend hours every month updating spreadsheets by hand
  • Don't fully trust their own numbers
  • Can't answer simple questions fast — profit, forecast, cash position
  • Have reports that are outdated before they're even finished
We fix that — in under 14 days.
⏱️

Before AIM Analytics

3 days to close the month. Numbers spread across 6 different spreadsheets. Leadership asking questions you can't answer quickly.

🚀

After AIM Analytics

Monthly close in under 4 hours. One dashboard with everything. Answers in seconds — not days.

Built from 20+ years FP&A experience
Used for real business decisions — not just reporting
Systems designed for operators, not analysts
No black-box tools. You own everything.

Real Systems.
Real Visibility.

Every deliverable is built to be used by leadership — not just built to be built. No bloated software, no long contracts.

📊

KPI & Performance Dashboards

Real-time visibility into your most important numbers — revenue, margins, cash flow, and operational KPIs — all in one executive view.

🔮

Forecast & Scenario Models

Driver-based forecasting models with scenario inputs so you can answer "what if" questions before they become real problems.

⚙️

Automated Reporting Systems

Replace manual monthly close processes with automated reports that update themselves. Save 10–20 hours per reporting cycle.

📋

Executive Financial Views

Board-ready reporting packages, investor decks with live data, and executive summaries that take minutes — not days — to produce.

🧹

Data Cleansing & Structuring

Messy data in, clean structured data out. We standardize, validate, and organize your financial data so every analysis is reliable.

🤖

AI-Powered Insights

Automated anomaly detection, variance explanations, and plain-language financial summaries delivered straight to your inbox.

What Happens After You Book

No guesswork. Here is exactly what the next 14 days look like — from first call to fully operational system.

1

30-Min Discovery Call

We map your current setup — what you have, what's broken, and what decisions you need to make faster.

2

We Design Your System

Based on your data and goals, we scope and design the exact system we'll build. You approve before we start.

3

Build + Deliver in 7–14 Days

We build, test, and refine. You get progress updates throughout — no surprises at delivery.

4

Full Control + Training

Handoff includes training, documentation, and a support window. You own the system completely.

Clear Pricing.
No Surprises.

Fixed-scope installs with predictable pricing. Know exactly what you are getting before you commit.

Starter Install

Starter Install (Best for first-time visibility)

$1,500
⚡ 7-day delivery
  • KPI dashboard (5–8 metrics)
  • Data cleanup and structuring
  • Automated monthly reporting
  • Excel/Power BI delivery
  • 1 revision round included
  • 2-week support window
Get Started

Most clients start here, then upgrade to the Full Intelligence System.

CFO Sprint

Fast-Track Forecast Rebuild

$2,500 – $5,000
⚡ 5–7 day delivery
  • Forecast rebuild or overhaul
  • Margin & profitability analysis
  • Scenario modeling (3 scenarios)
  • Board-ready output format
  • Priority delivery slot
  • Scope determines final price
Request a Quote
Executive Install

Enterprise-Grade System

$7,000 +
⚡ 14-day delivery
  • Full financial model build
  • Multi-scenario engine
  • Capacity & headcount planning
  • Board-ready reporting package
  • Investor-grade outputs
  • Unlimited revisions (30 days)
  • 60-day support window
Request a Quote

Why Not Just Hire an Analyst?

It's the most common question. Here's the honest answer.

Hiring a Full-Time Analyst

$80K–$120K per year
+ benefits + onboarding

  • 3–6 months before they're fully productive
  • Still building on manual processes and spreadsheets
  • One person = one point of failure
  • Ongoing salary even during slow periods
  • Their tools leave when they leave
AIM Analytics Install

One-time cost.
Built in days. Runs automatically.

  • Operational in 7–14 days
  • Automated systems that update themselves
  • Built in Excel + Power BI — your team owns it
  • No ongoing fees or subscriptions
  • The system your analyst should be using
This is the infrastructure your analyst should have built on day one.

Real Systems.
Real Results.

Every example below represents a real type of system we build and deliver. These are the outputs leadership actually uses.

$47K
Monthly Rev
38%
Net Margin
+12%
Growth
Location A
Location B
Location C
Service Business

Multi-Location Financial Dashboard

Replaced 5 separate spreadsheets with one real-time dashboard showing revenue, margins, and performance across all locations.

Eliminated 15 hours of monthly manual reporting
$2.1M
ARR Forecast
3.4%
Churn Rate
94%
NRR
Base Case
Bull Case
Bear Case
SaaS / Tech

Revenue Forecast & Scenario Model

ARR forecast with churn modeling, expansion revenue tracking, and three-scenario planning for investor-ready reporting.

Used directly in Series A fundraising deck
+$14K
Favorable Var.
96%
Accuracy
Q3
Period
Revenue
OpEx
EBITDA
Finance Teams / CFOs

Forecast vs. Actuals System

Automated variance analysis with color-coded alerts, drill-down by department, and a one-click executive summary each month.

Monthly close time cut from 3 days to 4 hours

See It in Action

These are live, working examples of the types of systems we build. Interact with them yourself.

Total Revenue
$2.4M
↑ 18.3% YoY
Profit Margin
34.2%
↑ 4.1pp YoY
New Clients
47
↑ +12 YoY
Client ROI
2.7x
↑ +0.4x YoY
Revenue vs. Expenses
Revenue by Industry
Revenue by Service Line
Client Satisfaction Score (%)
Client NameEmailRevenueDateIndustryStatus
0
Issues Found
0
Duplicates Removed
0
Formats Fixed
0%
Data Completeness

Select a question above or type your own to see AI-powered financial analysis.

Built for the Businesses
That Run on Numbers

We work with owners, operators, and finance professionals who are done guessing.

🏢

Small & Mid-Size Businesses

Growing companies that need real financial visibility without hiring a full finance team. We give you CFO-level systems at a fraction of the cost.

$1M–$50M Revenue Founders & Operators
💻

SaaS & Tech Companies

Fast-growing tech businesses that need ARR tracking, churn modeling, unit economics, and investor-ready forecasts. Built for speed and scale.

ARR Models Churn Analytics Burn Rate
🏪

Service Businesses

Laundromats, healthcare clinics, gyms, salons, and multi-location operators that need per-location reporting and margin visibility — fast.

Multi-Location Operations Margin Tracking
📊

Finance Teams & CFOs

In-house finance professionals who need better tools — faster closes, automated variance reports, and models leadership actually uses to make decisions.

FP&A Month-End Close Exec Reporting
⚖️

CPAs, Lawyers & Brokers

Professional services firms that need client-facing financial reporting, practice management dashboards, and pipeline analytics to grow their book.

Client Reporting Pipeline Analytics Practice Mgmt
🚀

Startups & Growth Stage

Pre-Series A and Series A companies that need investor-ready models, board reporting, and the financial infrastructure to scale with confidence.

Investor Models Board Decks Scenario Planning

Need Something Smaller?

Not every project requires a full system install. We also support businesses and finance teams with targeted analytics, reporting, and one-off work.

  • Financial model adjustments or rebuilds
  • Dashboard updates and enhancements
  • Data cleanup and structuring
  • Forecast refinements
  • Ad-hoc analysis and reporting
  • Excel or Power BI training
Projects typically range from $500–$2,000 depending on scope. We can quote within 24 hours.
Common Project Examples
🔧
Forecast Rebuild
From scratch or fix an existing model
$500–$1.5K
📊
Dashboard Update
Add metrics, fix formulas, update layout
$300–$800
🧹
Data Cleanup
Structure and clean messy datasets
$400–$1K
📋
Ad-Hoc Analysis
Margin, variance, or one-time reports
$250–$750
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.

Built by a Financial Analyst — Not Just a Data Team

AIM Analytics was built from real FP&A experience. With 20+ years in financial modeling, forecasting, and IT finance, we do not just build dashboards — we build systems that leadership actually uses to make decisions.

Our focus is simple: replace manual work, improve visibility, and give businesses control over their numbers.

  • Expert in Excel, SQL, Python, and Power BI
  • AI setup and training included in every install
  • Fast turnaround — most installs ship in 7–14 days
  • Clean, secure, and confidential data handling
  • Real financial expertise — not just technical output

Stop Running Your Business
in Spreadsheets.

Book a free 15-minute demo. We will show you exactly what your system could look like.

Let us Get Started

Whether you need a full system install or just a quick data cleanup — send a message and we will get back to you within 24 hours.

Response time: under 24 hours