Why Most CPG Brands Fly Blind on Profitability
Manual processes and disconnected systems create a cycle of outdated reporting that puts your profitability and competitive edge at risk.
Finance teams waste hours every week on manual data consolidation across Shopify, Amazon, QuickBooks, and ad platforms. By the time the numbers are ready, they're already outdated and riddled with errors.
When your ecommerce, accounting, and marketing systems operate in silos, profit leaks like inflated net revenue ratios, rising COGS, and poor-performing SKUs go undetected until they've already eroded your margins.
Decisions Based on Old Data
Waiting until month-end close to see your financials means every pricing, inventory, and ad spend decision is made on information that's 2-4 weeks behind reality. In fast-moving ecommerce, that delay is costly.
The Complete AI Financial Analyst for Consumer Brands
From real-time profitability tracking to automated forecasting and AI-powered reporting. It's everything your finance team needs in one platform.
Agentic Reporting
Turn natural language into your most powerful reporting tool. Describe the dashboard or financial report you need, and Iris's AI agent builds and delivers it instantly. No SQL, no analyst backlog, no waiting.
Generate board-ready financial reports, custom KPI dashboards, and variance analyses in seconds. Iris understands CPG-specific metrics like contribution margin by SKU, channel-level profitability, and cohort payback periods out of the box.
Natural language to dashboard in seconds
Pre-built CPG financial report templates
Automated variance analysis and board decks
Plan vs Actual Tracking
Iris automatically tracks your daily plan vs. actual performance for revenue, gross margin, and net profit so you can course-correct mid-month instead of finding out you missed your target after it's too late.
Set monthly and quarterly goals, then watch Iris track your progress daily with real-time variance alerts. Know exactly which channels, products, and campaigns are over- or under-performing against plan.
Daily revenue and profit tracking vs. budget
Channel-level and SKU-level variance breakdowns
Automated alerts when metrics deviate from plan
Cash Flow Modeling
Iris' AI tags and categorizes your bank transactions and working capital, then generates a 13-week cash flow forecast in seconds. Iris connects to your bank, Shopify, Amazon, and accounting system to keep your forecast updated in real time.
Anticipate cash gaps before they happen and plan ahead for big inventory purchases or seasonal marketing pushes. Every decision is backed by real-time data, not gut feel.
Automated 13-week rolling cash flow forecast
Real-time bank and transaction data integration
Inventory-aware cash planning for seasonal brands
Agentic Financial Modeling
Stop building spreadsheets. Start asking questions. Converse with Iris's AI agent "Fin" in plain English to instantly model complex scenarios. From pricing changes and tariff impacts, to fundraising projections and marketing budget reallocation.
Iris automatically generates three-statement financial models, scenario analyses, and what-if projections based on your actual data. No formulas to maintain, no version control headaches.
Natural language scenario planning and modeling
Automated three-statement financial models
Real-time sensitivity analysis on pricing and costs
Track real-time profitability by channel, customer cohort, and SKU. Connect your Shopify and Amazon data to see true contribution margins, monitor ad spend efficiency, and make smarter decisions about growth.
Omnichannel Retail Brands
Unify your DTC, wholesale, and retail financials into a single real-time P&L view. Map retail accounts receivable, track deductions and chargebacks, and forecast cash flow with precision across every channel.
Scaling Brands
Enable your fractional CFO's spreadsheets with automated financial models, real-time variance analysis, and board-ready reporting in a click. Scale from $1M to $50M+ without adding finance headcount.
"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
What is FP&A software for CPG brands?
FP&A (Financial Planning & Analysis) software for CPG brands is a platform that automates budgeting, forecasting, and financial reporting specifically for companies that sell physical products. Unlike generic FP&A tools designed for SaaS companies, CPG-focused platforms like Iris connect directly to ecommerce platforms (Shopify, Amazon), accounting systems (NetSuite, QuickBooks), and supply chain data to provide real-time profitability insights at the SKU, channel, and customer level.
How does Iris connect to Shopify, Amazon, and other platforms?
Iris offers one-click integrations with Shopify, Amazon, NetSuite, QuickBooks, payroll systems, 3PL providers, and advertising platforms like Google Ads, Meta, and TikTok. Data is automatically ingested, normalized, and structured in Iris's proprietary CPG-specific database within minutes — no data engineer required. See our full integrations page for the complete list.
How is Iris different from FP&A tools like Mosaic, Jirav, or Planful?
Iris is vertically built for brands that sell physical products, while tools like Mosaic and Jirav are designed for SaaS and general-purpose finance teams. Iris includes pre-built CPG-specific metrics like contribution margin by SKU, channel-level profitability, inventory-aware cash flow forecasting, and retail AR mapping that horizontal tools simply don't offer out of the box. This vertical focus means faster setup, more relevant insights, and less configuration.
How quickly can my brand get started with Iris?
Most brands are fully onboarded within minutes, not months. Iris's pre-configured connectors and CPG-specific data schema mean you can connect your data sources and start seeing real-time financial insights on day one. There's no lengthy implementation process, no consulting engagement required, and no need for a dedicated data engineering team.
Do I need a fractional CFO if I use Iris?
For many brands, particularly those in the $1M–$15M revenue range, Iris can replace or significantly reduce the need for a fractional CFO by automating the financial modeling, reporting, and forecasting work that fractional CFOs typically handle. For larger or more complex organizations, Iris makes your existing finance team dramatically more efficient by eliminating manual data consolidation and report building. Learn more about how Iris helps finance teams.
How much does FP&A software cost for a CPG brand?
Traditional FP&A platforms like Anaplan or Planful can cost $50,000–$150,000+ per year and require lengthy implementation engagements. Horizontal tools like Mosaic or Jirav typically start around $2,000–$4,000/month but aren't built for inventory-based businesses, so you'll spend additional time and money configuring them and hiring consultants. Iris is purpose-built for CPG brands, which means faster setup, no base platform consulting fees, and no data engineering costs. Visit our pricing page to see current plans, or book a demo to get a quote tailored to your brand's size and needs.
