Average Ratings 0 Ratings
Average Ratings 3 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
Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months.
OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan.
Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.
API Access
Has API
No
API Access
Has API
No
Integrations
NetSuite
Yes
QuickBooks Online
Yes
Xero
Yes
ADP Enterprise HR
No
BILL
Yes
Google Ads
Yes
Google Cloud BigQuery
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Sales Hub
No
Integrations
NetSuite
Yes
QuickBooks Online
Yes
Xero
Yes
ADP Enterprise HR
Yes
BILL
No
Google Ads
No
Google Cloud BigQuery
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Sales Hub
Yes
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
$12,500/year
We offer three pricing tiers. Every customer gets the OnPlan Engine and our Fundamentals bundle of Apps to manage core financial budgeting and forecasting needs. Additional apps are configured based on the customers' needs. Full details on OnPlan website under Pricing.
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
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
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
OnPlan
Founded
2016
Country
United States
Website
onplan.co
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
Budgeting
"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
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
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
No
Risk Management
No
Tax Management
No
Financial Reporting
"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
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
Yes
Performance Metrics
No
Sales Trend Analysis
Yes
Statistical Analysis
No
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
No
KPIs
No
Modeling & Simulation
Yes
Roadmapping
No
Scenario Planning
Yes
Scorecards
No
Workforce Management
Budgeting & Forecasting
Yes
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
Yes
Variable Workforce
No