Iris Finance is the AI-native FP&A platform purpose-built for CPG and ecommerce brands.
Connect your sales channels, accounting, and ad platforms in one click, and get a daily P&L, contribution margin by SKU, 13-week cash flow forecasting, and AI-powered dashboards without spreadsheets, data engineers, or month-end delays.
Deploy AI into your finance & supply chain workflows to uncover better insights, save money, and move faster.
PRODUCT
Daily profit and loss by SKU, channel, and cohort. Automated variance analysis, budget vs. actual tracking, and AI-generated financial models from a prompt, not just a spreadsheet.
PRODUCT
Pre-built connectors and a CPG-specific data schema that stands up a unified data warehouse in 1/10th the time and 1/10th the cost of building your own. No data engineers required.
product
Ask questions in plain English and get answers from your live financial data. Custom dashboards, automated reports, and board-ready decks without a BI team.
PRODUCT
Unify your inventory plan with your sales forecast for end-to-end S&OP. Scenario planning, working capital optimization, and purchase order confidence, tied directly to your cash flow.
CEO, Allermi
CMO, LivFresh
TRUSTED BY
Explore how Iris empowers you with the financial visibility and automation you need to elevate your brand and grow profit faster.
E-Commerce
Real-Time P&L, Contribution Margin, and Cash Flow for DTC and Marketplace Brands
Manufacturing
Product-Line Profitability and Cash Flow for CPG Brands That Manufacture
Get a Demo
See why CPG Leaders use Iris as their holistic finance solution.
Who is Iris Finance built for?
Iris is built for founders, finance leaders, and operators at consumer brands that sell physical products - typically CPG and ecommerce businesses doing $1M to $50M+ in revenue. It replaces the patchwork of spreadsheets, BI tools, and fractional CFOs that most brands rely on with one integrated platform that delivers daily financial intelligence.
How is Iris different from QuickBooks, NetSuite, or Shopify analytics?
QuickBooks and NetSuite are accounting systems so they record what happened after the books close. Shopify analytics shows top-line revenue but not true profitability after ad spend, COGS, and fees. Iris sits on top of all of them, unifying data from every platform into a real-time financial model that shows contribution margin by SKU and channel, cash flow forecasting, and plan vs. actual tracking that's updated daily, not monthly.
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 — no API keys, no CSV uploads, no data engineering. The platform includes pre-built CPG-specific data definitions, so your financial model is structured and queryable from day one.
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. These cover the core sales, accounting, advertising, AP, and banking tools CPG and ecommerce brands use. 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. Every plan is backed by a money-back guarantee.