For most consumer brands, financial visibility is a frustrating waiting game. Operating with a two-week delay means leaving money on the table and letting small issues become significant problems.
Stop waiting for month-end closes. Iris pulls in all your revenue and costs, ad spend, COGS, shipping, transaction fees, returns, chargebacks to build a daily P&L by SKU, channel, and campaign. See how much your business actually makes every day.
Your Shopify top-line is not your real revenue. Iris calculates true net revenue and contribution margin automatically so you can decide on real numbers.
Daily P&L updated automatically from source data
SKU-level and channel-level profitability views
True net revenue after fees, returns, and refunds
Plan vs Actual
Iris tracks daily plan vs. actual performance for revenue, gross margin, and contribution margin so you can course-correct mid-month, not after discovering you missed your targets when it's too late. Set monthly goals, then watch Iris measure your progress daily.
Know exactly which channels, SKUs, and campaigns are over- or under-performing against plan and take action while there's still time to hit your number.
Daily revenue and profit tracking vs. budget
Channel and SKU-level variance breakdowns
Automated alerts when metrics deviate from plan
Cohort Profitability Analysis
Not all customers are equally profitable. Iris breaks down gross margin and contribution margin by cohort - first-time vs. repeat, DTC vs. Amazon, organic vs. paid so you see which channels generate real profit, not just top-line revenue.
Stop scaling campaigns that look good on ROAS but lose money after COGS, shipping, and returns. Iris shows you true cohort economics, including for Amazon.
Cohort-level gross and contribution margin analysis
LTV and CAC tracking by acquisition channel source
Profitability segmented by DTC, Amazon, and retail
Plan Inventory and Ad Spend with Confidence
For e-commerce brands, cash flow is everything. Our AI-powered 13-week cash flow model helps you clearly see future cash positions so you can time inventory purchases and marketing spend without risking a crunch. Know exactly when to invest and when to hold.
Every forecast connects to your live P&L, so projections reflect actual performance - not a spreadsheet you built three months ago and forgot to update.
AI-powered 13-week rolling cash flow forecast
Inventory and ad spend planning tied to cash
Scenario modeling for seasonal demand and growth
Whether you're setting growth strategy, closing the books, optimizing ad spend, or planning inventory, Iris gives every leader on your team real-time financial clarity without asking anyone for a report.
For Founders & CEOs
Track profitability, manage cash flow with AI-powered 13-week forecasts, and make strategic growth decisions with the same institutional-grade financial intelligence that enterprise brands rely on without hiring a full finance team.
For Finance Leads
Stop spending weeks closing books and building reports manually. Iris delivers automated P&L statements, real-time variance analysis, and board-ready financial reports that update daily so your close takes hours, not weeks.
For Marketing Leads
Connect ad spend directly to real-time profitability and contribution margin. See the true LTV-to-CAC ratio for every cohort and campaign so you allocate budget to channels that actually generate profit, not just revenue.
For Operations Leads
Go beyond static inventory reports. Use AI-powered demand forecasting to make smarter purchasing decisions, optimize working capital for seasonal inventory buys, and prevent costly stockouts.
"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."
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."
CMO, LivFresh
TRUSTED BY
