Iris Finance 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.

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Pricing

Pricing Starts At:
$2,000/month
Pricing Information:
Our pricing starts at $2,000/month and varies depending on your integration needs.
Free Trial:
Yes

Integrations

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Company Details

Company:
Iris Finance
Year Founded:
2023
Headquarters:
United States
Website:
www.irisfinance.co
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Live Rep (24/7)
Online Support

Iris Finance Features and Options

Financial Management Software

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

eCommerce Software

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

CPG Software

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

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