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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AI-NATIVE FP&A FOR CPG BRANDS

`Your P&L is lying to you`

You're selling everywhere Profitable nowhere

Let's change that with AI FP&A software that connects Amazon, Shopify, TikTok Shop, wholesale, and retail to show real-time contribution margin by channel so you know where your brand actually makes money.

Are you profitable?

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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.

Amazon just ate 38% of that sale.

Real-Time P&L & Financial Modeling

See exactly where fees, returns, and chargebacks are killing your contribution margin before month-end.

• Daily profit and loss by SKU, channel, and cohort

• Automated variance analysis (budget vs. actual)

• AI-generated financial model from a prompt, not a spreadsheet

Explore Financial Tools

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

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"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 BFCM 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

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INTEGRATIONS

One-Click Integrations Across Your Entire CPG Stack

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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

"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

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.

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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).

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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.

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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

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

What Should Your Outsourced Finance Department Actually Deliver?

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

What Should Your Outsourced Finance Department Actually Deliver?

Debt vs. Equity Explained for Founders

The Founder’s Guide to Finance for Omnichannel CPG Brands

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

`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?

FP&A for CPG brands means tracking real-time profitability by SKU, sales channel, and product line using AI instead of spreadsheets. Iris connects Amazon, Shopify, TikTok Shop, wholesale, and retail to show contribution margin, forecast inventory, and model cash flow for brands doing $1M to $500M+.

What is FP&A software for CPG brands?

How do I track Amazon profitability in real time?

Iris connects to Amazon Seller Central and calculates true contribution margin by SKU, accounting for FBA fees, referral fees, storage costs, and PPC spend that's updated daily. You'll see exactly how much Amazon fees eat into each sale (usually 30-40%) and which ASINs are actually profitable.

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

Gross margin = revenue minus COGS. Contribution margin = revenue minus COGS AND variable costs (shipping, marketplace fees, payment processing, returns, ad spend)—showing true profitability after platform fees.

Who is Iris Finance built for?

CPG brands doing $1M–$500M+ selling on Amazon, Shopify, TikTok Shop, wholesale, or retail. Our customers are CEOs, founders, and operators who need CFO-level financial visibility without hiring a full finance team.

How long does Iris take to set up?

10 minutes. Connect your sales channels, accounting software, and ad platforms - Iris builds your unified data warehouse automatically with no data engineers or IT team required.

Can Iris handle retail and wholesale accounting?

Yes—Iris tracks retailer-specific profitability including chargebacks, slotting fees, co-op spend, and 60-90 day payment terms. Model the true cost of selling to Target or Whole Foods before you sign the PO and track sell-through by retailer and SKU.

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