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Average Ratings 0 Ratings

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features
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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

Kopa AI serves as a sophisticated AI-driven co-pilot tailored for ecommerce enterprises, aimed at evaluating, automating, and enhancing operations throughout the digital storefront. It scrutinizes every facet of an online business, from marketing and inventory management to pricing strategies, customer satisfaction, and brand reputation, subsequently deploying autonomous AI agents to implement changes and boost overall efficiency. These agents are tasked with managing repetitive and labor-intensive activities, such as crafting marketing materials, executing campaigns, producing analytical reports, and overseeing store performance, enabling teams to minimize manual tasks and concentrate on strategic development. Additionally, Kopa AI is equipped with an analytics engine that benchmarks store performance against industry metrics, revealing gaps and opportunities for improvement, a competition tracker that assesses rival advertising strategies on platforms such as Meta and Google, and predictive capabilities to assist in inventory and demand management. Furthermore, the platform continuously evolves by learning from user interactions and market trends, ensuring that ecommerce businesses can stay competitive in a rapidly changing environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Ads Yes 
Meta AI Yes 
Shopify Yes 
Amazon Web Services (AWS) Yes 
BILL Yes 
Facebook No 
Facebook Messenger No 
Gmail No 
Google Analytics No 
Google Calendar No 
Google Drive No 
Klaviyo No 
NetSuite Yes 
PayPal No 
Plaid Yes 
QuickBooks Online Yes 
Stripe No 
TikTok Yes 
Xero Yes 

Integrations

Google Ads Yes 
Meta AI Yes 
Shopify Yes 
Amazon Web Services (AWS) No 
BILL No 
Facebook Yes 
Facebook Messenger Yes 
Gmail Yes 
Google Analytics Yes 
Google Calendar Yes 
Google Drive Yes 
Klaviyo Yes 
NetSuite No 
PayPal Yes 
Plaid No 
QuickBooks Online No 
Stripe Yes 
TikTok No 
Xero 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 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Iris Finance

Founded

2023

Country

United States

Website

www.irisfinance.co

Vendor Details

Company Name

Kopa AI

Country

Lithuania

Website

kopa.ai/

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 

Product Features

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Alternatives

Alternatives

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