The problem
Generic Dashboards That Don't Speak CPG
Most BI platforms assume you have a data team, a clean warehouse, and months to configure. CPG finance leaders don't have that luxury.
Every new dashboard, metric change, or ad hoc report requires a ticket to your data team or an expensive contractor. Your finance team has questions today but gets answers next week.
Iris lets anyone on your team build and modify dashboards using natural language, with no analyst in the loop.
One-Size-Fits-All Metrics
Tableau and Looker don't know what contribution margin by SKU means, how Amazon settlement data works, or why your Shopify revenue doesn't match your accounting system. You end up spending months configuring metrics that Iris ships out of the box - purpose-built for how CPG brands actually measure profitability.
Stale, Disconnected Reports
By the time your data team pulls exports from Shopify, reconciles them with QuickBooks, and drops the numbers into a slide deck, the data is already a week old. Iris connects directly to your source systems and updates every dashboard in real time — so you're making decisions on today's numbers, not last month's.
AI Frist Business Intelligence
Stop waiting on your data team for every report. Iris puts real-time CPG dashboards, custom metrics, and AI-powered data queries directly in the hands of your finance and ops leaders.
Trust Your Data
Iris' BI layer is built directly on top of your data warehouse, so every metric, dashboard, and report traces back to auditable source data. No black-box calculations, no broken spreadsheet formulas, no mystery numbers in your next board deck.
When your CFO or investor asks where a number came from, you can trace it from the dashboard all the way back to the raw Shopify order or Amazon settlement in clicks.
Full auditability from dashboard to raw transaction
Single source of truth across all data sources
No discrepancies between reports and actuals
Custom Dashboards
Build dashboards by describing what you want in plain English. Iris' AI agent Fin turns natural language into real-time visuals - no SQL, no drag-and-drop tools, no analyst needed. Ask for a channel-level P&L and see it in seconds.
Need a custom view for your weekly ops meeting or a board-ready report by brand? Describe it and Iris builds it. Every dashboard updates automatically as fresh data flows in.
Natural language dashboard creation with Fin AI
Real-time visualizations with no manual refresh
Dashboards shareable across finance and ops teams
Create Custom Metrics
Every CPG brand tracks profitability differently. Iris' metrics builder lets you define custom KPIs like contribution margin by channel, blended ROAS, net revenue after returns and add them to any dashboard without writing code or filing any tickets.
Build the exact metrics your team needs, not the ones a generic BI tool decided to ship. Every metric updates in real time as your underlying source data changes.
Custom KPI builder with no code required
Metrics update in real time across dashboards
Pre-built CPG metrics for margin and profitability
Stop waiting on analysts to pull data into spreadsheets. Iris gives DTC brands real-time dashboards for channel profitability, ROAS, and SKU margins — built with AI, not code, updated as new orders flow in.
Omnichannel CPG Brands
See DTC, wholesale, and retail data in one BI dashboard. Iris consolidates revenue, deductions, and margins across every sales channel so your finance team gets one version of the truth, updated in real time.
Scaling Brands ($1M - $50M+)
Ditch the spreadsheets and manual reports that slow your growth. Iris gives scaling brands enterprise-grade BI from day one. Custom dashboards, real-time profitability metrics, and AI-powered data queries.
"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
FAQ's
How is Iris different from Tableau, Looker, or Power BI?
Horizontal BI tools like Tableau, Looker, and Power BI are powerful but require a data team to build pipelines, design schemas, and maintain dashboards. Iris is a vertical BI platform built specifically for CPG and ecommerce brands. It sits on top of a purpose-built CPG data warehouse, comes with pre-configured ecommerce and retail metrics, and lets non-technical users build and modify dashboards using natural language through Iris' AI agent, Fin. There's no SQL to write, no data modeling to do, and no analyst bottleneck.
What data sources feed into Iris' BI dashboards?
Iris connects natively to ecommerce platforms like Shopify and Amazon, accounting systems like QuickBooks and NetSuite, payroll providers, 3PL and fulfillment systems, and advertising platforms including Google Ads, Meta, and TikTok. All data is automatically ingested, cleaned, and normalized into a CPG-specific schema before it reaches your dashboards — so you're always looking at accurate, up-to-date numbers without manual data prep.
What CPG metrics does Iris track out of the box?
Iris includes pre-built metrics designed for physical product companies, including contribution margin by SKU and channel, net revenue ratio, blended and channel-specific ROAS, customer acquisition cost, gross margin after returns and deductions, and 13-week cash flow projections. You can also create any custom metric using Iris' no-code metrics builder and add it to your dashboards instantly.
How long does it take to set up BI dashboards in Iris?
Most brands have live dashboards within minutes of connecting their data sources. Because Iris' BI layer sits on top of its pre-built CPG data warehouse, there's no separate ETL process, no schema design, and no dashboard development cycle. Once your Shopify, Amazon, or accounting data is connected, Iris immediately begins generating dashboards with pre-configured CPG metrics and you can customize or create new views at any time using natural language.
