Average Ratings 6 Ratings
Average Ratings 0 Ratings
Description
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
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.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
BILL
No
CoreBank
Yes
FPS GOLD Banking Software
Yes
Finacle
Yes
Finastra Essence
Yes
Fiserv
Yes
Fiserv Fixed Assets for DNA
Yes
Fusion Phoenix
Yes
Google Ads
No
Integrations
Amazon Web Services (AWS)
Yes
BILL
Yes
CoreBank
No
FPS GOLD Banking Software
No
Finacle
No
Finastra Essence
No
Fiserv
No
Fiserv Fixed Assets for DNA
No
Fusion Phoenix
No
Google Ads
Yes
Pricing Details
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial
Yes
Free Version
No
Pricing Details
$2,000/month
Our pricing starts at $2,000/month and varies depending on your integration needs.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
Iris Finance
Founded
2023
Country
United States
Website
www.irisfinance.co
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
No
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
No
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Services
Analytics
Yes
Branch Optimization
Yes
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
Yes
Risk Management
No
Product Features
CPG
Customer Management
No
Electronic Data Interchange
No
Financial Accounting
No
Forecast / Demand Planning
Yes
Inventory Management
Yes
Lot Tracking
No
Pricing Management
No
Shopper Marketing
No
Trade Promotion
No
eCommerce
CRM
Yes
Catalog Management
No
Channel Management
Yes
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
Yes
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
