Average Ratings 0 Ratings
Average Ratings 0 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
Sophi is a comprehensive agentic commerce platform that facilitates a seamless journey for users from the moment of discovery to their final purchase through engaging, real-time conversations. By replacing traditional keyword-based searches with intent-driven dialogues in both web and app settings, it comprehends customer intent rather than merely their typed queries. Rather than making the search process feel like a chore, Sophi transforms it into a conversational experience, adeptly identifying shopper needs with the finesse of a skilled salesperson. It analyzes shopper context alongside product information to present relevant options, adjust results on-the-fly, clarify selections, and suggest items across brand-specific websites and mobile applications. With its advanced semantic comprehension, Sophi turns product listing pages into interactive sales dialogues, particularly benefiting sectors like fashion, beauty, home goods, and extensive ecommerce catalogs, where too many choices can hinder conversion rates. Furthermore, Sophi employs user memory mapping combined with its semantic product insights to effectively capture user intent, behaviors, and contextual information. This innovative approach enhances the overall shopping experience, making it more intuitive and aligned with customer needs.
API Access
Has API
No
API Access
Has API
No
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)
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
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
Sophi
Founded
2025
Country
United States
Website
www.usesophi.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