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Average Ratings 2 Ratings

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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

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
Amazon Web Services (AWS) Yes 
BlinkSwag No 
ClickCease No 
Data Sentinel No 
Domo No 
Doublefin No 
Healthee No 
Informatica Intelligent Cloud Services No 
Lightcast Gazelle No 
Mercateam No 
Meta AI Yes 
Microsoft Excel No 
Modus No 
Motivosity No 
Projectmates No 
QuickBooks Online Yes 
Rakuna Recruit No 
Trace Headcount No 
Tungsten InvoiceAgility No 

Integrations

NetSuite Yes 
Amazon Web Services (AWS) No 
BlinkSwag Yes 
ClickCease Yes 
Data Sentinel Yes 
Domo Yes 
Doublefin Yes 
Healthee Yes 
Informatica Intelligent Cloud Services Yes 
Lightcast Gazelle Yes 
Mercateam Yes 
Meta AI No 
Microsoft Excel Yes 
Modus Yes 
Motivosity Yes 
Projectmates Yes 
QuickBooks Online No 
Rakuna Recruit Yes 
Trace Headcount Yes 
Tungsten InvoiceAgility 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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Iris Finance

Founded

2023

Country

United States

Website

www.irisfinance.co

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

www.workday.com/en-us/products/adaptive-planning/overview.html

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

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Nonprofit

Accounting Yes 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management Yes 
Volunteer Management Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

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