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features
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support

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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

Our team of seasoned professionals, combined with our innovative Pitchable Analytics solution, equips brands with the competitive advantage necessary to thrive in today's profit-focused retail landscape. Leverage Pitchable Analytics to gain mastery over your data, reveal actionable insights that translate into significant savings, and cut data-processing time by an impressive 90%. By enlisting the support of Rodeo's dedicated sales management team, your brand can achieve greater visibility on retail shelves and boost consumer engagement. Moreover, Rodeo's operations specialists will optimize your backend processes, ultimately conserving valuable resources. This includes pinpointing your addressable market, conducting thorough pricing and positioning analyses, identifying essential contacts, and establishing timelines. Develop a comprehensive sales strategy, tapping into distributor datasets, purchase orders, and point-of-sale data to uncover sales velocity whenever possible. Engage in monthly strategy updates and planning calls, along with making necessary pricing and promotional adjustments to enhance sales velocity. Additionally, expanding your market map will aid in increasing PDFs. Rodeo is transforming the landscape for healthier brands seeking growth in the retail sector, ensuring they thrive while adapting to the evolving market demands. As a result, your brand can forge ahead with confidence and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
BILL Yes 
Google Ads Yes 
Meta AI Yes 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
Shopify Yes 
TikTok Yes 
Xero Yes 

Integrations

Amazon Web Services (AWS) No 
BILL No 
Google Ads No 
Meta AI No 
NetSuite No 
Plaid No 
QuickBooks Online No 
Shopify No 
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

RodeoCPG

Founded

2015

Country

United States

Website

www.rodeocpg.com

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

CPG

Customer Management No 
Electronic Data Interchange No 
Financial Accounting No 
Forecast / Demand Planning No 
Inventory Management No 
Lot Tracking No 
Pricing Management No 
Shopper Marketing No 
Trade Promotion No 

Alternatives

Alternatives

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