System & Security
Client Management
Accounting & Financial
Tax & Billing
Medical & Compliance
Reporting & Analytics
AIM Exclusive
System Architecture & Security 11
- Check Printer Integration
- Common Libraries (Vendors, Physicians, Contacts)
- Complete Data Collection (no archiving)
- Follow-Up Functionality (electronic reminders)
- Single Entry (no duplicate data)
- Customizable System Profiles
- Development Updates Delivered Remotely
- Open Operations
- Privacy Protection (128-bit encryption)
- Document Scanner Integration
- Financial Protection (fraud prevention)
Client Management 10
- Monthly Client Snapshots
- Paperless Filing and Retrieval
- Searchable Client History Data
- Annual Client Archiving
- Variable Statistics Reports
- Store Client Photos
- Advanced Directive Tracking
- Client Attrition Reporting
- Client Budget Management
- Client Visit Management
Accounting & Financial Features 23
- Balance Reports
- Bank Account Segregation
- Batch Checks
- Blank Check Stock Printing
- Client Financial Information (Individual Accounts)
- Deposit Reports
- Description of Fees
- Electronic Bank Reconciliation
- Multiple Checking Accounts
- Overdraft Protection
- Recurring and Scheduled Bill Payments
- Accounting Defined Transaction Codes
- Automated Check Processing
- Automatic Bank Fees and Interest Posting
- Check Usage Analysis Reports
- Contract vs. Private-Pay Analysis
- Customizable Contract Information
- Multiple Contracts Per Client
- No Month-End Processing
- Partial Case Note Payments
- Partial Payment of Invoices
- Scheduled Income Reports
- Specific Payment Definitions
Tax & Billing 4
- ACH Invoice Information (auto-creates billing)
- Generate 1099 E-Z Form Information
- Generate 1099 INT Information
- Generate 1099 Vendor Information
Medical & Compliance 3
- Ability to Track and Archive Medical Information
- Mileage Tracking and Payment
- Notes From Social Worker Field Visits
Reporting & Analytics 9
- Automated Court Reports
- Complete Transaction History for Client
- Customizable Over- and Under-Assets Reports
- Full Client Demographic Capture
- Identification of Client Types (14 authority types)
- Recording and Tracking Non-Cash Tangible Assets
- New Client Notification
- Customizable Help Records
- Store Any Attachment on Any Record
AIM Exclusive Features 2
- Prevents Single-User Fund Misuse Through Access Controls
- Cross-Check Automation
- Easy Computer Network Integration via the Exclusive AIM Black Box
- Work Remotely With No Network or Internet Connection (auto-sync when reconnected)
- ACH Payments of Bills for Vendors
- Automated ACH Receipt of Income
- User-Created Statistics and Reports
Have questions about a specific feature?
Watch the feature videos or schedule a free online demo — we're happy to walk through anything on this list.