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Average Ratings 160 Ratings

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

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
ACCOUNTS No 
ACS No 
Acumatica Cloud ERP No 
Amazon Web Services (AWS) Yes 
Aplos No 
BILL Yes 
Blackbaud Financial Edge NXT No 
Google Ads Yes 
MIP Cloud No 
Meta AI Yes 
Plaid Yes 
QuickBooks Online Advanced No 
Sage 100 No 
Sage 300 No 
ShelbyNext Financials No 
Shopify Yes 
TikTok Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
ACCOUNTS Yes 
ACS Yes 
Acumatica Cloud ERP Yes 
Amazon Web Services (AWS) No 
Aplos Yes 
BILL No 
Blackbaud Financial Edge NXT Yes 
Google Ads No 
MIP Cloud Yes 
Meta AI No 
Plaid No 
QuickBooks Online Advanced Yes 
Sage 100 Yes 
Sage 300 Yes 
ShelbyNext Financials Yes 
Shopify No 
TikTok 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

$6,650
Martus offers three pricing tiers designed to support organizations at every stage of financial maturity. Whether you’re replacing spreadsheets or building a more advanced planning function, Martus grows with you. Ask about our discount for nonprofits!

Essentials: Everything you need to get out of spreadsheets quickly and easily.
Create collaborative budgets, generate flexible reports, and connect seamlessly to your accounting system for real-time actuals. Ideal for organizations ready to streamline core budgeting processes.

Plus: Advanced planning and control for growing organizations. Includes enhanced reporting capabilities, hierarchical approval workflows, and comprehensive personnel budgeting tools. Model staffing changes, manage compensation planning, and maintain governance across departments while improving collaboration and departmental accountability.

Premium: Enterprise-level planning and forecasting. Includes cash flow forecasting, advanced budget management, and access to the Martus Connector API for expanded reporting in tools like Tableau and Power BI. Designed for organizations that require deeper financial modeling, scenario planning, and integration flexibility.
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Iris Finance

Founded

2023

Country

United States

Website

www.irisfinance.co

Vendor Details

Company Name

Martus Solutions

Founded

2008

Country

United States

Website

hubs.li/H0TC9kY0

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

Accounting

Martus Solutions enhances your accounting infrastructure by providing non-financial executives with secure access to financial information—eliminating the need for extra accounting licenses or direct access to the ERP system. With seamless integration into top accounting and ERP systems, Martus leverages real-time data to facilitate collaborative budgeting, reporting, forecasting, and scenario planning across various departments. The automated data flows streamline processes by removing the need for manual exports and spreadsheet consolidation, which minimizes mistakes and saves valuable time. Department heads can oversee budgets in a regulated environment, while the finance team retains oversight, governance, and readiness for audits. Advanced built-in controls, role-specific permissions, and robust enterprise-level security ensure that sensitive financial data is safeguarded at all stages. Tailored for nonprofits and small to medium-sized businesses, Martus empowers accounting teams to transition from retrospective reporting to proactive financial planning and strategic insights.

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Budgeting

Martus Solutions revolutionizes the budgeting process by transforming fragmented spreadsheets into a unified, collaborative platform. This approach allows finance teams to engage department heads in the budgeting journey while ensuring oversight, uniformity, and accountability. Easily create budgets based on key drivers, oversee personnel expenses, and facilitate long-term planning. Automated workflows enhance the efficiency of submissions, evaluations, and approvals, significantly decreasing both turnaround times and mistakes. With seamless integration into accounting and ERP systems, budgets remain in sync with actual figures, and robust security measures protect sensitive information. Designed specifically for nonprofits and small to medium-sized businesses, Martus empowers organizations to budget in a way that fosters informed decision-making, operational transparency, and strategic long-term planning.

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Church Accounting

Martus Solutions offers churches a comprehensive suite of tools for collaborative budgeting, user-friendly reporting, and strategic forecasting tailored to the unique needs of ministry settings. Say goodbye to disjointed spreadsheets and embrace an integrated platform that allows pastors, ministry leaders, and finance teams to synchronize their financial resources with their mission. Easily plan for staffing needs, analyze giving trends, and generate clear, professional reports for board meetings without the burden of extensive manual effort. Martus seamlessly connects with top accounting software, providing up-to-the-minute insights into cash flow, personnel expenditures, and long-term ministry strategies. Designed specifically for faith-based organizations, Martus empowers churches to enhance stewardship, foster transparency, and make informed financial decisions that contribute to sustainable ministry growth.

Accounts Payable No 
Accounts Receivable No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting Yes 
Donation Management No 
Fund Accounting No 
General Ledger No 
Payroll Management No 

Financial Management

Martus Solutions offers an all-encompassing approach to financial management that emphasizes collaborative budgeting, instantaneous reporting, and forward-thinking forecasting. Say goodbye to cumbersome spreadsheets and embrace a centralized platform that enhances transparency, governance, and accountability in your financial operations. Empower your department heads to engage in the budgeting process, simplify approval workflows, and produce reports suitable for board meetings within minutes. With seamless integrations to ERP and accounting systems, Martus guarantees that your organization has access to precise, current data. You can simulate various scenarios, assess performance against established plans, and confidently oversee cash flow. Tailored specifically for nonprofits and small to medium-sized businesses, Martus shifts the focus of financial management from reactive oversight to proactive, strategic decision-making.

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Modeling

Martus Solutions revolutionizes financial modeling by allowing organizations to create flexible, scenario-driven models, eliminating the intricacies of traditional spreadsheets. Users can analyze various outcomes, including best-case, worst-case, and moderate scenarios, to evaluate changes in staffing, fluctuations in revenue, funding uncertainties, and growth strategies with precision. The models leverage real-time financial information through effortless integration with top-tier ERP and accounting platforms, guaranteeing accuracy without the need for manual adjustments. Users can tweak assumptions, explore different variables, and immediately observe their effects on budgets, forecasts, and cash flow analyses. With robust enterprise-level security and role-based access controls in place, sensitive information remains protected while facilitating teamwork across departments. Whether strategizing for growth, managing unpredictable circumstances, or preparing for board presentations, Martus equips finance teams with the assurance to accurately model various outcomes and back their decisions with reliable and transparent financial insights.

Financial Planning and Analysis (FP&A)

Martus Solutions enhances Financial Planning & Analysis (FP&A) by integrating collaborative budgeting, real-time forecasting, and adaptable reporting into a single user-friendly platform. Transition from traditional static budgets to dynamic what-if scenario modeling that facilitates quicker and more informed decision-making. Generate comprehensive multi-year forecasts, accurately manage personnel expenses, and monitor progress against strategic objectives. With seamless integration into top ERP and accounting platforms, your data remains up-to-date, minimizing the need for manual consolidation and decreasing the likelihood of errors. Enterprise-grade security measures, stringent access protocols, and robust data protection features safeguard sensitive financial information. Designed specifically for expanding nonprofits and small to medium-sized businesses, Martus empowers finance leaders with essential tools to advance strategy, enhance transparency, and steer their organizations confidently with data-driven insights.

Financial Reporting

Martus Solutions provides adaptable and precise financial reporting that enhances transparency and empowers informed decision-making. Easily create reports suitable for board meetings, dashboards, and variance analyses without the burden of tedious manual tasks. With real-time integration with accounting and ERP systems, your reports remain up-to-date and trustworthy. Tailor reports for executives, finance departments, and team leaders while ensuring consistency and adherence to governance standards. With role-based access and robust enterprise security, sensitive financial data is protected, facilitating organizational oversight. Catering specifically to nonprofits and small to medium-sized businesses, Martus enables teams to clearly convey financial performance, minimize reporting challenges, and concentrate on strategic outcomes.

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Nonprofit

Martus Solutions is dedicated to assisting nonprofit organizations in transitioning from traditional spreadsheets to more advanced methods of budgeting, reporting, and forecasting. Designed specifically for mission-driven teams, Martus enhances collaborative budgeting efforts across various departments while offering real-time insights into financial performance. It enables program leaders to take charge of their budgets, generate board-ready reports within minutes, and confidently explore various scenarios. With smooth integration with top accounting platforms, automated processes, and tools for personnel budgeting, Martus links financial planning to strategic outcomes. This allows organizations to achieve greater clarity regarding cash flow, funding cycles, and sustainable growth—freeing them from manual tasks and enabling a stronger focus on pursuing their mission with transparency and accountability.

Accounting Yes 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management Yes 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

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