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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Our team of seasoned professionals, combined with our innovative Pitchable Analytics solution, equips brands with the competitive advantage necessary to thrive in today's profit-focused retail landscape. Leverage Pitchable Analytics to gain mastery over your data, reveal actionable insights that translate into significant savings, and cut data-processing time by an impressive 90%. By enlisting the support of Rodeo's dedicated sales management team, your brand can achieve greater visibility on retail shelves and boost consumer engagement. Moreover, Rodeo's operations specialists will optimize your backend processes, ultimately conserving valuable resources. This includes pinpointing your addressable market, conducting thorough pricing and positioning analyses, identifying essential contacts, and establishing timelines. Develop a comprehensive sales strategy, tapping into distributor datasets, purchase orders, and point-of-sale data to uncover sales velocity whenever possible. Engage in monthly strategy updates and planning calls, along with making necessary pricing and promotional adjustments to enhance sales velocity. Additionally, expanding your market map will aid in increasing PDFs. Rodeo is transforming the landscape for healthier brands seeking growth in the retail sector, ensuring they thrive while adapting to the evolving market demands. As a result, your brand can forge ahead with confidence and clarity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
BILL
Google Ads
Meta AI
NetSuite
Plaid
QuickBooks Online
Shopify
TikTok
Xero

Integrations

Amazon Web Services (AWS)
BILL
Google Ads
Meta AI
NetSuite
Plaid
QuickBooks Online
Shopify
TikTok
Xero

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

RodeoCPG

Founded

2015

Country

United States

Website

www.rodeocpg.com

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

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Alternatives

Alternatives

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