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Average Ratings 0 Ratings

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ease
features
design
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

Our comprehensive database outlines the optimal methods for managing regulated consumer goods, ensuring adherence to safety, health, transportation, disposal, and sustainability standards throughout the entire supply chain. We assist brands and retailers in staying compliant, mitigating the risk of penalties, and minimizing their ecological footprint. Retailers can confidently represent the items they offer by utilizing precise product classifications and validated claims, which empowers merchandising teams to effectively meet consumer demand. This capability allows retailers to expand their product offerings, as they have clarity on which items can be shipped directly from stores or distribution centers or fulfilled by third-party suppliers. Additionally, they can navigate return processes with assurance while maintaining compliance with regulations. Brands benefit from crucial insights regarding their products that enable them to enhance production, marketing strategies, and distribution efficiency, ultimately leading to improved sales performance. Such a data-driven approach not only fosters better decision-making but also positions retailers and brands for sustainable growth in a competitive market.

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

$325 per UPC
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 No 
Webinars No 
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

Smarter Sorting

Founded

2015

Country

United States

Website

www.smartersorting.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