Slow Accounting Stalls the Decisions That Protect Margin
Most CPG manufacturers know their production costs live in one system and their revenue lives in another. The ERP tracks materials and labor. QuickBooks or NetSuite handles the books. Shopify, Amazon, and wholesale portals each report revenue differently. And the only place these numbers come together is a spreadsheet someone updates once a month if you're lucky.
The result: you don't know your true contribution margin by product line until weeks after month-end. You can't tell if that new wholesale account is actually profitable after freight and production costs. And your cash flow forecast is a guess disconnected from your actual purchasing and production commitments.
Know Your True Cost by Product Line
Most CPG manufacturers track production costs in their ERP and revenue separately, then reconcile in a spreadsheet once a month. Iris connects your accounting system and ERP to sales channels so you see true contribution margin by product line daily, not after month-end.
Know which products actually make money after materials, labor, freight, and overhead are allocated.
Daily contribution margin by product line and SKU
Fully loaded cost tracking from ERP and accounting data
Margin visibility across DTC, wholesale, and retail channels
Plan vs Actual
Iris tracks daily revenue and margin performance against your production and sales plan so you catch variance in the first week of the month, not after the quarter has already closed. Set targets by product line, channel, or customer, and watch Iris measure progress against them every day.
Stop finding out you missed your number after it's too late to do anything about it.
Daily plan vs. actual for revenue, margin, and volume
Variance breakdowns by product line and sales channel
Automated alerts when performance deviates from budget
Customer & Channel Profitability
Not all customers are equally profitable for a manufacturer. Iris breaks down margin by customer, channel, and order profile, revealing which accounts generate real profit and which cost more to serve than they return. Shift resources toward the relationships that strengthen the business most.
See true customer economics, not just top-line revenue by account.
Customer-level profitability after all direct production costs
Channel-level margin comparison across DTC and wholesale
Contribution margin segmented by order size and frequency
Forecast Demand and Procurement with Confidence
For CPG manufacturers, cash flow depends on the timing of material purchases, production runs, and customer payment cycles. Iris' AI-powered 13-week cash flow forecast connects your live P&L to vendor terms and seasonal demand so you commit to material orders and capacity without risking a crunch.
Plan your procurement and production spend with your actual cash position in full view.
AI-powered 13-week rolling cash flow forecast
Material purchasing tied to cash position and demand
Scenario modeling for seasonal production and growth
Built for Every Leader in Your Manufacturing Business
Iris gives each leader real-time visibility into costs, margins, and cash flow so decisions are made on today's numbers, not last month's close.
For Founders & CEOs
Know which product lines and channels actually drive profit. Iris shows fully loaded contribution margins across your entire business so you can decide where to invest capacity, where to cut, and when to expand with confidence.
For Finance Leaders
Stop chasing numbers through disconnected systems. Iris automates cost allocation, variance tracking, and board-level reporting so finance delivers answers faster with accuracy you can defend.
For Supply Chain and Procurement
Material costs and lead times shift constantly. Iris connects demand forecasts to your cash flow so procurement can secure supply at the right time without overcommitting working capital.
For Operations Leads
Production decisions have financial consequences. Iris ties product-line costs to revenue and margin data in real time so ops leaders can see the financial impact of production mix, volume, and capacity decisions.
"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
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FAQ's
How does Iris connect manufacturing costs to sales data?
Iris integrates with your ERP (NetSuite, QuickBooks) where production costs, material expenses, and overhead are tracked, then connects to your sales channels — Shopify, Amazon, wholesale portals, and ad platforms — where revenue flows in. The platform automatically maps costs to revenue by product line and SKU, producing a real-time P&L that reflects your true contribution margin. This replaces the manual spreadsheet reconciliation most CPG manufacturers rely on to connect what they make to what they sell.
How is Iris different from manufacturing ERP finance modules?
Enterprise ERP systems from SAP, Oracle, or Sage include financial modules, but they're designed for large-scale manufacturers with dedicated IT teams and six-figure implementation budgets. Iris is purpose-built for CPG brands in the $1M–$50M+ range that need product-line profitability, daily plan vs. actual tracking, and cash flow forecasting without the complexity. Iris connects to your existing ERP and accounting system in minutes with no consultants, no custom development, and no multi-month rollout.
Can Iris track profitability across DTC, wholesale, and retail channels for manufacturers?
Yes. Iris connects to Shopify (DTC), Amazon, wholesale and distributor portals, and retail POS data alongside your ERP and accounting system. It then calculates contribution margin by channel after allocating production costs, freight, and overhead so you can see which sales channels are genuinely profitable for each product line, not just which ones generate the most top-line revenue.
Does Iris offer cash flow forecasting for CPG manufacturers?
Yes. Iris includes an AI-powered 13-week rolling cash flow forecast that connects to your live P&L, vendor payment terms, and seasonal demand patterns. For manufacturers, this means you can see how upcoming material purchases, production commitments, and customer payment cycles will affect your cash position, and plan accordingly before committing to orders that could create a cash crunch.
How quickly can a CPG manufacturer get started with Iris?
Most CPG manufacturers are set up with live dashboards, a real-time P&L, and cash flow forecasting within minutes of connecting their ERP and sales channels. Iris has native integrations for NetSuite, QuickBooks, Shopify, Amazon, 3PLs, and ad platforms. There's no data engineering required and no multi-month implementation. You connect your tools and Iris starts mapping production costs to revenue immediately.
