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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
WorkMagic delivers a triangulated measurement system that enables brands to accurately quantify the incremental lift of every marketing channel. Using automated geo incrementality testing, it creates test and control groups that show the real, causal impact of campaigns—without manual setup or technical overhead. The platform then refines attribution models and MMM using these results, giving brands a precise and trustworthy view of ROI. WorkMagic also measures halo effects across Amazon, retail, and wholesale, helping brands see the full spectrum of influence beyond just DTC. With a 10-minute integration and guided onboarding, companies can launch their first incrementality test within a week. Actionable insights reveal how much to spend daily on each channel, which campaigns deserve more budget, and when diminishing returns kick in. Brands using WorkMagic consistently see improvements in ROAS, MER, and CAC. It’s the measurement system built for modern paid media complexity—and for brands seeking profitable, data-backed growth.
API Access
Has API
API Access
Has API
Integrations
Shopify
TikTok
Amazon Web Services (AWS)
BILL
Facebook
Google Ads
Instagram
LinkedIn
Meta AI
NetSuite
Integrations
Shopify
TikTok
Amazon Web Services (AWS)
BILL
Facebook
Google Ads
Instagram
LinkedIn
Meta AI
NetSuite
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
WorkMagic
Founded
2023
Country
United States
Website
www.workmagic.io
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
Marketing Analytics
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics
Marketing Attribution
Attribution Modeling
Audience Segmentation
Conversion Tracking
Cross-Channel Attribution
Customer Journey Mapping
Multi-Touch Attribution
Predictive Analytics
ROI Tracking
Marketing Planning
Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management