Why AIM
One system for the entire life of a case
From intake through annual court accounting, AIM keeps client information, finances, and compliance work organized, auditable, and easy to hand off — developed hand-in-hand with real guardians, conservators, and payee agencies.
Client Face Sheet
The power of AIM revolves around a single, robust client face sheet that consolidates demographics, history, budgets, visits, and documents for every client you manage.
Automated Court Forms
Year-end court accountings that used to take hours per client can be generated automatically for your county — in literally seconds.
Full Accounting Suite
Batch checks, bank reconciliation, contract vs. private-pay analysis, and 1099 generation, all built specifically for guardianship and payee accounting.
Access From Anywhere
Our Mobile Access smart-phone app puts your client information in your pocket, with automatic synchronization when you're back on the network.
Built-In Financial Protection
Access controls, cross-check automation, and 128-bit encryption help prevent fraud and single-user misuse of client funds.
Exclusive Check Printing
Print directly to blank check stock with automatic batching, sorting, and folder/sealer integration — save a nickel on every envelope you don't use.
“AIM has changed the way our agency operates — from client intake to court accountings, everything is faster and easier to manage.”Jackie DeHaan — CEO, Guardian Finance & Advocacy
Get Started
See AIM in action, or explore what it can do
Watch a short overview from our lead project developer, browse the full feature list, or get a pricing estimate for your organization.
AIM Videos
Short walkthroughs of the client face sheet, automated court forms, mobile access, and more.
Full Feature List
A complete, categorized list of AIM's client management, accounting, and reporting features.
Pricing
Licensing tiers by user count, required components, training, and optional add-ons.
Ready to see AIM with your own data?
Schedule a free, no-obligation online demo with our team.