Average Ratings 0 Ratings
Average Ratings 78 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
SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams.
It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system.
Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders.
Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories.
Core features:
- B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows
- Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance
- Route planning and territory optimization with GPS-verified check-ins
- Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery
- Offline-first mobile app — full functionality without internet access
- Native QuickBooks Online sync — field orders become invoices automatically
- Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API
Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included.
Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo,
Pepperi and multi-tool stacks.
API Access
Has API
No
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
Shopify
Yes
Acumatica Cloud ERP
No
Amazon Web Services (AWS)
Yes
BILL
Yes
Google Ads
Yes
HubSpot CRM
No
Meta AI
Yes
NetSuite
Yes
Plaid
Yes
Integrations
QuickBooks Online
Yes
Shopify
Yes
Acumatica Cloud ERP
Yes
Amazon Web Services (AWS)
No
BILL
No
Google Ads
No
HubSpot CRM
Yes
Meta AI
No
NetSuite
No
Plaid
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
$89 per user / month
One plan. Per rep, per month. Everything included.
$89/rep/month — monthly billing, no annual contracts, no setup fees, no hidden costs. Cancel anytime.
✅ What's Included at $89/rep/month
- B2B order management — drafts, invoicing, returns, custom pricing
- Product catalog with customer-specific pricing lists and discount rules
- Retail execution — store audits, shelf photo capture, task management, planogram compliance
- Route planning and territory optimization with GPS-verified check-ins
- Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery
- Offline-first mobile app — full functionality without internet
- Native QuickBooks Online sync — orders become invoices automatically
- Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API
- Real-time dashboards and rep performance reporting
- Free data migration, guided onboarding, and dedicated account manager
- 30-day free trial + free team training — no credit card required
🎯 Best For
- CPG brands managing field reps and merchandising teams
- Wholesale distributors running daily routes and customer deliveries
- DSD operators managing van sales and direct store delivery
- Merchandising agencies executing retail compliance audits
$89/rep/month — monthly billing, no annual contracts, no setup fees, no hidden costs. Cancel anytime.
✅ What's Included at $89/rep/month
- B2B order management — drafts, invoicing, returns, custom pricing
- Product catalog with customer-specific pricing lists and discount rules
- Retail execution — store audits, shelf photo capture, task management, planogram compliance
- Route planning and territory optimization with GPS-verified check-ins
- Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery
- Offline-first mobile app — full functionality without internet
- Native QuickBooks Online sync — orders become invoices automatically
- Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API
- Real-time dashboards and rep performance reporting
- Free data migration, guided onboarding, and dedicated account manager
- 30-day free trial + free team training — no credit card required
🎯 Best For
- CPG brands managing field reps and merchandising teams
- Wholesale distributors running daily routes and customer deliveries
- DSD operators managing van sales and direct store delivery
- Merchandising agencies executing retail compliance audits
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
SimplyDepo
Founded
2022
Country
United States
Website
simplydepo.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
Yes
Electronic Data Interchange
No
Financial Accounting
No
Forecast / Demand Planning
Yes
Inventory Management
Yes
Lot Tracking
Yes
Pricing Management
Yes
Shopper Marketing
No
Trade Promotion
Yes
Distribution
Barcoding / RFID
Yes
Import / Export Management
Yes
Inventory Management
Yes
Order Management
Yes
Purchasing
Yes
Returns Management
Yes
Sales Forecasting
Yes
Shipping Management
Yes
Warehouse Management
Yes
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
Yes
Collaboration Tools
Yes
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
Yes
Fast Estimates
No
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
Yes
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Order Management
Back Order Management
No
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
No
Special Order Management
No
Retail Execution
AI / Image Recognition
Yes
Collaboration Tools
Yes
Data Collection
Yes
Inspection
No
Pricing / Placement Optimization
Yes
Product Education
No
Product Promotion Strategy
Yes
Retail Site Audit
Yes
Workforce Management
Yes
Route Planning
Capacity Planning
Yes
Drag & Drop Scheduling
Yes
Driver Management
Yes
Emergency Dispatch
No
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
Yes
Territory Management
Yes