Iris Finance | AI FP&A for Consumer Brands

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AI-NATIVE FP&A FOR CPG BRANDS

Real-Time Financial Intelligence for Consumer Brands

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.

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AI that runs your finance stack and provides real time visibility and insights

Our Platform

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

PRODUCT

Real-Time P&L & Financial Modeling

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.

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PRODUCT

CPG Data Infrastructure Built in Minutes

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.

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product

AI Dashboards & Natural Language

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.

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PRODUCT

Inventory Planning & Sales Forecasting

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.

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

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INTEGRATIONS

One-Click Integrations Across Your Entire CPG Stack

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CUSTOMERS

Trusted by Leading Consumer Brands

"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

"Iris' data warehousing capabilities allow us to input all of our financial data to get a clear picture of our Company's financial health in real-time. It is also great that we can export this data, as their platform consolidates several items."

Hirsh Goswamy

CMO, LivFresh

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

Real-Time P&L, Contribution Margin, and Cash Flow for DTC and Marketplace Brands

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Retail

Store-Level Profitability and Inventory Planning for Omnichannel CPG Brands

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Retail

Store-Level Profitability and Inventory Planning for Omnichannel CPG Brands

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Manufacturing

Product-Line Profitability and Cash Flow for CPG Brands That Manufacture

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Private Equity

Real-Time Financial Visibility for PE-Backed CPG Portfolio Companies

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Private Equity

Real-Time Financial Visibility for PE-Backed CPG Portfolio Companies

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See why CPG Leaders use Iris as their holistic finance solution.

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SEE IRIS ON ACTION

How It Works

Step 1: Connect Your Stack One-click integrations pull data from Shopify, Amazon, QuickBooks, NetSuite, ad platforms, and more. No data engineering. No CSV uploads. Most brands connect everything in under 10 minutes.

Step 2: Iris Unifies and Structures Your Data Iris DB our proprietary CPG data platform normalizes revenue, costs, inventory, and ad spend into a single financial model with pre-built CPG-specific definitions. Your data is clean, structured, and queryable from day one.

Step 3: Get Financial Intelligence Immediately Daily P&L by SKU, channel, and cohort. 13-week cash flow forecasting. Plan vs. actual variance analysis. AI dashboards you can query in plain English. Board-ready reports generated with a prompt. Real-time financial clarity, not a month-end surprise.

LATEST INSIGHTS

Financial Intelligence for Consumer Brands

Explore Blogs

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

The Anatomy of a Cash Machine

What Should Your Outsourced Finance Department Actually Deliver?

Debt vs. Equity Explained for Founders

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

The Anatomy of a Cash Machine

What Should Your Outsourced Finance Department Actually Deliver?

Debt vs. Equity Explained for Founders

The Founder’s Guide to Finance for Omnichannel CPG Brands

The Importance of Daily Goal Setting and Tracking in High-Velocity Commerce

Built for CPG. Ready in Minutes.

Iris replaces your spreadsheets, your BI tools, and your month-end scramble with one AI-native platform that connects to your data and starts delivering financial intelligence from day one. See it with your own numbers.

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FAQ's

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

What is FP&A software for CPG brands?

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.

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