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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
Our comprehensive database outlines the optimal methods for managing regulated consumer goods, ensuring adherence to safety, health, transportation, disposal, and sustainability standards throughout the entire supply chain. We assist brands and retailers in staying compliant, mitigating the risk of penalties, and minimizing their ecological footprint. Retailers can confidently represent the items they offer by utilizing precise product classifications and validated claims, which empowers merchandising teams to effectively meet consumer demand. This capability allows retailers to expand their product offerings, as they have clarity on which items can be shipped directly from stores or distribution centers or fulfilled by third-party suppliers. Additionally, they can navigate return processes with assurance while maintaining compliance with regulations. Brands benefit from crucial insights regarding their products that enable them to enhance production, marketing strategies, and distribution efficiency, ultimately leading to improved sales performance. Such a data-driven approach not only fosters better decision-making but also positions retailers and brands for sustainable growth in a competitive market.
API Access
Has API
API Access
Has API
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
$325 per UPC
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
Smarter Sorting
Founded
2015
Country
United States
Website
www.smartersorting.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