Financial InsightsIn Real-Time

Stop waiting weeks for financial reports. Aim automatically tracks your most critical financial KPIs and alerts you to trends that need immediate attention.

Finance Director Dashboard Preview

Lisa Park
Finance Director
Cash Position
$2.58M
↘ 3%
O1
Aim

Aim Insight: Current burn rate suggests 18-month runway. Consider cost optimization in Q3.

Data updated 3 min ago

Finance Team Pain Points

Manual Month-End

Endless hours reconciling data across multiple systems for financial close

Delayed Reporting

Board reports ready weeks after month-end when insights are stale

Scattered Data

Financial metrics spread across NetSuite, Salesforce, spreadsheets, and more

Reactive Analysis

Discovering budget variances and cash flow issues too late to act

Comprehensive Financial Tracking

From profitability to cash flow, Aim monitors every critical aspect of your financial performance.

Profitability

  • Gross Margin
  • EBITDA
  • Net Income
  • Unit Economics

Liquidity

  • Cash Flow
  • Burn Rate
  • Cash Runway
  • Working Capital

Efficiency

  • DSO
  • DPO
  • Inventory Turns
  • Cost per Employee

Growth

  • Revenue Growth
  • ARR
  • Customer LTV
  • CAC Payback

KPIs by Finance Role

From CFO-level strategic metrics to controller operational KPIs, Aim tracks what matters for your role.

CFO

Burn Multiple
NetSuite | QuickBooks | Salesforce
EBITDA Margin
NetSuite | Sage Intacct
Cash Runway
NetSuite | Mosaic

Controller

Days Sales Outstanding
NetSuite | QuickBooks
Close Cycle Time
NetSuite | Workiva
Accrual vs Actual
NetSuite | Adaptive

Financial Analyst

Forecast vs Actuals
Excel | Mosaic | Adaptive
Expenses by Dept
NetSuite | QuickBooks
Unit Economics
Salesforce | NetSuite | Excel

Head of FP&A

Budget Variance
Adaptive | Mosaic | NetSuite
Revenue Recognition
NetSuite | Salesforce
Scenario Modeling
Excel | Adaptive | Planful

Real-Time Financial Intelligence

Don’t wait for month-end to understand your financial performance. Get insights as they happen.

Instant Alerts

Get notified when cash flow, burn rate, or key ratios change significantly

Live Dashboards

Always up-to-date financial KPIs without manual data compilation

Predictive Insights

AI-powered forecasting and anomaly detection for financial metrics

Connects to Your Finance Stack

Seamless integrations with the financial systems and tools your team uses daily.

NetSuite
QuickBooks
Salesforce
Excel

+ Adaptive Insights, Mosaic, Sage Intacct, Workiva, Planful, and more

Ready for Real-Time Financial Clarity?

Join the beta and transform your financial reporting from reactive to predictive.

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