What is Iris Finance?

Iris Finance is an AI-native financial planning and analysis (FP&A) platform purpose-built for CPG and ecommerce brands. It connects to sales channels like Shopify and Amazon, accounting systems like QuickBooks and NetSuite, and ad platforms like Meta and Google to deliver a real-time P&L, contribution margin analysis by SKU and channel, 13-week cash flow forecasting, and AI-powered dashboards without spreadsheets, data engineers, or month-end delays.

How is Iris different from QuickBooks, NetSuite, or Shopify analytics?

QuickBooks and NetSuite are accounting systems that record what happened after the books close. Shopify analytics shows top-line revenue but not true profitability. Iris sits on top of all of them, unifying data into a real-time financial model with contribution margin by SKU, cash flow forecasting, and plan vs. actual tracking updated daily.

How long does it take to set up Iris?

Most brands connect all their data sources and have live dashboards within minutes. Iris uses one-click OAuth integrations with no API keys, CSV uploads, or data engineering required.

What integrations does Iris support?

Iris integrates natively with Shopify, Amazon Seller Central, QuickBooks, NetSuite, Xero, Meta Ads, Google Ads, TikTok Ads, Bill.com, and Plaid. All integrations connect with one click and sync automatically.

How much does Iris Finance cost?

Iris Finance starts at $2,000 per month. Every plan includes unlimited users and unlimited integrations. Pricing scales with business size and complexity, not per seat or per feature.

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Industries

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Integrations

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`CPG's Value Creation Partner`

Connect your data & instantly drive enterprise value creation with the power of AI-driven financial modeling, reporting, and benchmarking from our AI CFO Fin

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From Financial Planning & Analysis to Transaction Readiness & Execution

From Financial Planning & Analysis
to
Transaction Readiness & Execution

From Financial Planning & Analysis to Transaction
Readiness & Execution

Our Solutions

Deploy AI into your finance & supply chain workflows to uncover better insights, save money, and move faster.

Amazon just ate 38% of that sale.

Amazon just ate 38%

of that sale.

CFO Service

Replace your internal FP&A workflows with an agentic solution rooted in data.

Iris augments your current finance and data department with a combination of agents and forward deployed teams to drive enterprise-grade sophistication and ultimately increase the value of your business.

Explore Financial Tools

Your data engineer quit (Or you never had one.)

Your data engineer quit

(Or you never had one.)

CPG Data Infrastructure in 10 Minutes

Plug in Amazon, Shopify, TikTok, wholesale, and retail. Get a unified data warehouse in 10 minutes, not 10 months.

• Pre-built connectors for every sales channel

• CPG-specific data schema (no custom engineering)

• 1/10th the time and cost of building your own

Explore Data Infrastructure

"Why did COGS spike 22% in Q2?"

"Why did COGS spike 22%

in Q2?"

`AI Dashboards & Natural Language Queries`

Type it. Get the answer. With charts. No SQL. No waiting on your fractional CFO.

• Ask questions in plain English, get live financial data

• Custom dashboards without a BI team

• Board-ready decks generated automatically

Discover Real-Time Insights

Your P&L is wrong.

Inventory Planning & Sales Forecasting

Forecast sales, plan inventory, and model cash flow in one place. So you don't run out (or overstock) again.

• Unified S&OP (sales & operations planning)

• Scenario planning tied to cash flow

• Purchase order confidence + working capital optimization

Optimize Your Margin

INTEGRATIONS

One-Click Integrations Across Your Entire CPG Stack

Shopify. Amazon. QuickBooks. NetSuite. Xero. Meta Ads. Google Ads. TikTok Ads. Bill. Plaid. Connect every platform your brand runs on with one click, no API keys, and no CSV uploads. You'll have a unified financial model live in minutes.

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INTEGRATIONS

One-Click Integrations Across Your Entire CPG Stack

Explore integrations

INTEGRATIONS

One-Click Integrations Across Your Entire CPG Stack

Explore integrations

CUSTOMERS

Trusted by the Leading Brands you Buy Everyday

“I’m obsessed with Iris Finance . In a matter of a week, it went from “I’ll try it out” to “How did I ever live without this?” Iris has become an essential tool in the stack at Allermi, giving me a crystal-clear, real-time read on our entire financial picture.”

Shani Steinberg

CEO, Allermi

“Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day.”

TJ Bongiorno

Founder, Ramp Health

TRUSTED BY

INDUSTRIES

Financial Intelligence Built for Your Industry

Explore how Iris empowers you with the financial visibility and automation you need to elevate your brand and grow profit faster.

E-Commerce

Track contribution margin by marketplace, SKU, and promo code. See what DTC vs. Amazon vs. TikTok Shop actually nets you after fees, returns, and ad spend eat your lunch.

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Retail

Model chargebacks, slotting fees, and payment terms before you sign the PO. Track sell-through by retailer and SKU so you know which accounts are worth the shelf space.

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Retail

Model chargebacks, slotting fees, and payment terms before you sign the PO. Track sell-through by retailer and SKU so you know which accounts are worth the shelf space.

Learn more

Manufacturing

Product-line P&L + working capital forecasting for brands that make stuff. Model raw material costs, production runs, and inventory turns in real time so you don't overbuild (or run out).

Learn more

Private Equity

Portfolio companies get real-time financial visibility. You get board-ready dashboards without chasing down spreadsheets. Track EBITDA, contribution margin, and cash burn across every brand.

Learn more

Private Equity

Portfolio companies get real-time financial visibility. You get board-ready dashboards without chasing down spreadsheets. Track EBITDA, contribution margin, and cash burn across every brand.

Learn more

SEE IRIS IN ACTION

How It Works

Step 1: Plug In Your Stack

Shopify. Amazon. QuickBooks. Ad platforms. One click. 10 minutes. Done.

Step 2: We Fix Your Data

Revenue, costs, inventory, ad spend—unified into one model. Clean. Structured. CPG-ready.

Step 3: Ask Anything

"Show me profit by SKU." "Forecast next quarter." "Where'd my margin go?" Real-time answers. Not month-old spreadsheets.

Step 1: Plug In Your Stack

Shopify. Amazon. QuickBooks. Ad platforms. One click. 10 minutes. Done.

Step 2: We Fix Your Data

Revenue, costs, inventory, ad spend—unified into one model. Clean. Structured. CPG-ready.

Step 3: Ask Anything

"Show me profit by SKU." "Forecast next quarter." "Where'd my margin go?" Real-time answers. Not month-old spreadsheets.

CPG Finance 101

`What $500M Brands Know (That You Should Too)`

Explore blogs

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

Revenue-Based Financing for CPG Brands

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

Revenue-Based Financing for CPG Brands

Most CPG Brands Can't Answer a Simple Question: Are We Profitable Today?

The Anatomy of a Cash Machine

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

`The finance stack that scales from $1M to $500M+`

Shopify. Iris. A team that gets it.

Bring your messiest P&L. We'll show you where the money's hiding.

Prove it

FAQ's

What is FP&A for CPG brands?

What is FP&A software for CPG brands?

How do I track Amazon profitability in real time?

What's the difference between contribution margin and gross margin?

Who is Iris Finance built for?

How long does Iris take to set up?

Can Iris handle retail and wholesale accounting?

The AI Powered Profit Planning Platform for Consumer Brands

Products

Finances

Data Infrastructure

Business Intelligence

Supply Chain

Industries

E-Commerce

Retail

Manufacturing

Private Equity

Contact

Integrations

Company

Customers

Templates

Blog

Newsletter

The AI Powered Profit Planning Platform for Consumer Brands

Products

Finances

Data Infrastructure

Business Intelligence

Supply Chain

Industries

E-Commerce

Retail

Manufacturing

Private Equity

Contact

Integrations

Company

Customers

Templates

Blog

Newsletter

The AI Powered Profit Planning Platform for Consumer Brands

Products

Finances

Data Infrastructure

Business Intelligence

Supply Chain

Industries

E-Commerce

Retail

Manufacturing

Private Equity

Contact

Integrations

Company

Customers

Templates

Blog

Newsletter

CPG's Value Creation Partner

Connect your data & instantly drive enterprise value creation with the power of AI-driven financial modeling, reporting, and benchmarking from our AI CFO Fin

From Financial Planning & Analysis toTransaction Readiness & Execution

From Financial Planning & Analysis to Transaction Readiness & Execution

Our Solutions

Our Solutions

CFO Service

CPG Data Infrastructure in 10 Minutes

AI Dashboards & Natural Language Queries

Inventory Planning & Sales Forecasting

One-Click Integrations Across Your Entire CPG Stack

One-Click Integrations Across Your Entire CPG Stack

One-Click Integrations Across Your Entire CPG Stack

Trusted by the Leading Brands you Buy Everyday

Trusted by the Leading Brands you Buy Everyday

Financial Intelligence Built for Your Industry

E-Commerce

Retail

Retail

Manufacturing

Private Equity

Private Equity

Step 1: Plug In Your Stack

Step 2: We Fix Your Data

Step 3: Ask Anything

Step 1: Plug In Your Stack

Step 2: We Fix Your Data

Step 3: Ask Anything

What $500M Brands Know (That You Should Too)

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

Revenue-Based Financing for CPG Brands

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

Revenue-Based Financing for CPG Brands

Most CPG Brands Can't Answer a Simple Question: Are We Profitable Today?

The Anatomy of a Cash Machine

Do you know your contribution margin?

Amazon Just Took 38% of That Sale

Building a CPG Tech Stack That Scales

The finance stack that scales from $1M to $500M+

FAQ's

`CPG's Value Creation Partner`

From Financial Planning & Analysis
to
Transaction Readiness & Execution

From Financial Planning & Analysis to Transaction
Readiness & Execution

`AI Dashboards & Natural Language Queries`

`What $500M Brands Know (That You Should Too)`

`The finance stack that scales from $1M to $500M+`