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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
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
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
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
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