Average Ratings 0 Ratings
Average Ratings 75 Ratings
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
SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams.
It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system.
Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders.
Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories.
Core features:
- B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows
- Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance
- Route planning and territory optimization with GPS-verified check-ins
- Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery
- Offline-first mobile app — full functionality without internet access
- Native QuickBooks Online sync — field orders become invoices automatically
- Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API
Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included.
Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo,
Pepperi and multi-tool stacks.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Shopify
Acumatica Cloud ERP
Amazon Web Services (AWS)
BILL
Google Ads
HubSpot CRM
Meta AI
NetSuite
Plaid
Integrations
QuickBooks Online
Shopify
Acumatica Cloud ERP
Amazon Web Services (AWS)
BILL
Google Ads
HubSpot CRM
Meta AI
NetSuite
Plaid
Pricing Details
$2,000/month
Free Trial
Free Version
Pricing Details
$89 per user / month
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
SimplyDepo
Founded
2022
Country
United States
Website
simplydepo.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
Distribution
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Retail Execution
AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management