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Description
Iris Finance is an AI-native FP&A platform that replaces spreadsheet-based financial reporting for consumer brands and product-based businesses.
The core problem it solves: by the time most brands get their monthly financials, the data is already 2–4 weeks stale. Decisions get made on gut feel or delayed reports that don't account for Amazon fees, ad spend, returns, or 3PL costs eating into margin.
Iris fixes this by ingesting data in real time from Shopify, Amazon, QuickBooks, NetSuite, Xero, Meta Ads, Google Ads, TikTok Ads, payroll systems, and banking, then surfacing true profitability broken down by channel, SKU, and cost center. No manual exports. No reconciliation lag.
Core capabilities:
Live P&L tracking updated daily, not monthly
Gross margin and contribution margin by SKU and sales channel
AI-driven cash flow forecasting and scenario planning
Automated reporting that replaces manual spreadsheet builds
Benchmarking against comparable brands by revenue tier
Built for operators at $1M–$500M consumer brands - founders, CEOs, and finance leads who need CFO-level visibility without the CFO headcount. Particularly useful for brands scaling across multiple channels simultaneously where blended reporting masks where money is actually being made or lost.
Description
Kopa AI serves as a sophisticated AI-driven co-pilot tailored for ecommerce enterprises, aimed at evaluating, automating, and enhancing operations throughout the digital storefront. It scrutinizes every facet of an online business, from marketing and inventory management to pricing strategies, customer satisfaction, and brand reputation, subsequently deploying autonomous AI agents to implement changes and boost overall efficiency. These agents are tasked with managing repetitive and labor-intensive activities, such as crafting marketing materials, executing campaigns, producing analytical reports, and overseeing store performance, enabling teams to minimize manual tasks and concentrate on strategic development. Additionally, Kopa AI is equipped with an analytics engine that benchmarks store performance against industry metrics, revealing gaps and opportunities for improvement, a competition tracker that assesses rival advertising strategies on platforms such as Meta and Google, and predictive capabilities to assist in inventory and demand management. Furthermore, the platform continuously evolves by learning from user interactions and market trends, ensuring that ecommerce businesses can stay competitive in a rapidly changing environment.
API Access
Has API
API Access
Has API
Integrations
Google Ads
Meta AI
Shopify
Amazon Web Services (AWS)
BILL
Facebook
Facebook Messenger
Gmail
Google Analytics
Google Calendar
Integrations
Google Ads
Meta AI
Shopify
Amazon Web Services (AWS)
BILL
Facebook
Facebook Messenger
Gmail
Google Analytics
Google Calendar
Pricing Details
$2,000/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Iris Finance
Founded
2023
Country
United States
Website
www.irisfinance.co
Vendor Details
Company Name
Kopa AI
Country
Lithuania
Website
kopa.ai/
Product Features
CPG
Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Product Features
eCommerce Marketing
AB Testing
Abandoned Cart Email
Analytics / ROI Tracking
Customer Data Profiles
Dynamic Content
Email Marketing
Email Personalization
Facebook Ads
Google Ads
Product Recommendations
Push Notifications
Retargeting
SMS Marketing
Search Marketing
Segmentation
Signup Forms & Popups
Social Marketing
Triggered Emails
Website Visitor Tracking