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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

WorkMagic delivers a triangulated measurement system that enables brands to accurately quantify the incremental lift of every marketing channel. Using automated geo incrementality testing, it creates test and control groups that show the real, causal impact of campaigns—without manual setup or technical overhead. The platform then refines attribution models and MMM using these results, giving brands a precise and trustworthy view of ROI. WorkMagic also measures halo effects across Amazon, retail, and wholesale, helping brands see the full spectrum of influence beyond just DTC. With a 10-minute integration and guided onboarding, companies can launch their first incrementality test within a week. Actionable insights reveal how much to spend daily on each channel, which campaigns deserve more budget, and when diminishing returns kick in. Brands using WorkMagic consistently see improvements in ROAS, MER, and CAC. It’s the measurement system built for modern paid media complexity—and for brands seeking profitable, data-backed growth.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Shopify Yes 
TikTok Yes 
Amazon Web Services (AWS) Yes 
BILL Yes 
Facebook No 
Google Ads Yes 
Instagram No 
LinkedIn No 
Meta AI Yes 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
X (Twitter) No 
Xero Yes 
YouTube No 

Integrations

Shopify Yes 
TikTok Yes 
Amazon Web Services (AWS) No 
BILL No 
Facebook Yes 
Google Ads No 
Instagram Yes 
LinkedIn Yes 
Meta AI No 
NetSuite No 
Plaid No 
QuickBooks Online No 
X (Twitter) Yes 
Xero No 
YouTube 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

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) Yes 
In Person No 

Vendor Details

Company Name

Iris Finance

Founded

2023

Country

United States

Website

www.irisfinance.co

Vendor Details

Company Name

WorkMagic

Founded

2023

Country

United States

Website

www.workmagic.io

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

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping No 
Dashboard No 
Performance Metrics No 
Predictive Analytics No 
ROI Tracking No 
Social Media Metrics No 
Website Analytics No 

Marketing Attribution

Attribution Modeling No 
Audience Segmentation No 
Conversion Tracking No 
Cross-Channel Attribution No 
Customer Journey Mapping No 
Multi-Touch Attribution No 
Predictive Analytics No 
ROI Tracking No 

Marketing Planning

Budgeting & Forecasting No 
Collaboration No 
Flowchart No 
Goal Setting / Tracking No 
Marketing Calendar No 
Media Planning No 
Predictive Analytics No 
Presentation Tools No 
Project Tracking No 
Spend Management No 

Alternatives

Alternatives