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Average Ratings 0 Ratings

Total
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 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

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

$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

Alternatives

Alternatives