Slow Accounting Keeps Retailers In the Dark
For brick-and-mortar and omnichannel retailers, financial clarity determines survival. Waiting on month-end closes leaves shrinkage unchecked, markdowns unoptimized, and capital tied up in slow movers. Iris is a retail finance platform that gives you real-time visibility into store-level profitability, inventory health, and cash position so you can protect margin before it disappears.
See True Profitability at the Product Level
Most retailers guess which products carry the business. Iris doesn't guess. It combines POS data, logistics costs, labor, and occupancy into daily SKU-level profitability across every store and channel so you know which items deserve more shelf space and which quietly drain margin.
Stop waiting for month-end reports. See what's profitable now and act before margin disappears.
Daily SKU-level profitability across all locations
Freight, labor, and occupancy allocated automatically
Margin comparison across stores, regions, and channels
Track Performance Against Your Retail Plan in Real Time
Iris monitors revenue and margin against your retail plan by store, region, and channel daily. When a location slips or a promotion underperforms, you get early visibility and a chance to correct course before the quarter closes and leadership starts asking tough questions.
Your budget shouldn't be a document you check after the fact. It should be a live, daily scorecard.
Daily plan vs. actual by store, region, and channel
Automated alerts when metrics deviate from budget
Promotion and markdown performance tracking in real time
Measure the Customers Who Actually Come Back
Not every shopper is worth the same. Iris breaks down purchase behavior by region, campaign, and customer group to reveal which segments deliver ongoing profit and which only show up during clearance. Stop investing equally in every customer and put resources behind those who come back.
Understand true retention economics across your store fleet and invest in shoppers who return it.
Cohort profitability by region, campaign, and segment
Repeat vs. one-time buyer margin analysis per store
Retention-based customer acquisition cost tracking
Make Smarter Buys Without Crushing Your Cash Position
Iris projects inventory needs with vendor lead times, payment terms, and seasonal demand built in — then ties every purchase order to your 13-week cash flow forecast. Commit to buys knowing how each order will affect your cash position over the coming quarter.
Stop swinging between stockouts and warehouses full of dead inventory. Plan purchases with full financial constraints in view.
Purchase orders tied to 13-week cash flow forecast
Vendor lead time and payment terms built into plan
Seasonal demand modeling with cash impact analysis
Built for Every Leader in Retail
Store profitability shifts fast. Vendor costs shift faster. Iris equips each team with current financial intelligence so decisions are made on facts, not outdated spreadsheets.
For Founders & CEOs
See where profit is made and capital is trapped across your store fleet. Iris gives retail founders real-time margin trends, store-level P&L, and cash flow forecasts to make smarter expansion and cost-cutting decisions.
For Finance Directors
Close books in hours, not weeks. Iris automates allocations, variance tracking, and margin analysis across locations, producing board-quality financials with accuracy you can defend under scrutiny.
For Merchandising and Marketing Leaders
Promotions shouldn't be gambles. Iris shows the true return on markdowns, seasonal campaigns, and media spend by channel and region so you invest in what lifts sustained profit, not just foot traffic.
For Operations Leaders
Execution has a price tag. Iris ties labor, shrinkage, waste, and logistics costs to individual store performance in near real time so you fix operational drag before it becomes another quarter of lost margin.
"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 calculate store-level profitability?
Iris connects to your POS system, accounting platform, and operational data sources, then automatically allocates costs including freight, labor, occupancy, and shrinkage to individual stores and products. This produces a daily P&L at the store level and SKU level, so you can see exactly which locations and products generate margin and which drain it. Unlike monthly category-level reports from traditional accounting, Iris updates profitability data daily and makes it accessible to every leader on your team.
How is Iris different from enterprise retail planning tools like Oracle, Anaplan, or Board?
Enterprise merchandise financial planning tools like Oracle Retail, Anaplan, and Board are designed for large retailers with dedicated planning teams, multi-year implementation timelines, and six- or seven-figure budgets. Iris is purpose-built for CPG and omnichannel retail brands in the $1M–$50M+ range that need the same financial intelligence - store-level profitability, inventory planning, and cash flow forecasting without the complexity, cost, or implementation burden. Iris connects to your existing tools and delivers a live financial model in minutes, not months
Can Iris track profitability across both physical stores and online channels?
Yes. Iris unifies data from POS systems, Shopify, Amazon, wholesale accounts, and other sales channels into a single real-time P&L. This means you can compare margin performance across your physical stores, DTC online sales, and wholesale accounts in one view — then understand which channels and products drive true profitability after all costs are allocated.
Does Iris help retailers plan inventory purchases without overbuying?
Yes. Iris ties inventory planning directly to your 13-week cash flow forecast, factoring in vendor lead times, payment terms, and seasonal demand patterns. This means every purchase order decision accounts for both demand signals and your actual cash position so you can commit to buys confidently without tying up too much capital in slow-moving inventory or risking stockouts on your best sellers.
How quickly can a retail brand get started with Iris?
Most retail brands are fully set up with live dashboards and a real-time store-level P&L within minutes of connecting their data sources. Iris has native integrations for POS systems, Shopify, QuickBooks, NetSuite, and other retail platforms. There's no data engineering required, no implementation consultants, and no multi-month onboarding. You connect your tools and Iris starts generating financial insights immediately.
