Siloed Planning Leads to Stockouts, Overbuys, and Cash Traps
Most CPG brands plan inventory in one system, track finances in another, and reconcile the two in a spreadsheet. The result: purchasing decisions disconnected from cash reality.
Your 3PL says one thing, Shopify says another, and Amazon's inventory report doesn't match either. Without a single view of units on hand across every warehouse and channel, you're guessing how much stock you actually have, and guessing wrong means stockouts or dead inventory eating your cash.
Sales and Ops in Separate Silos
Your demand plan lives in a spreadsheet, your sales data lives in Shopify, and your purchasing decisions are based on gut feel and last year's numbers. When sales, inventory, and financial planning don't talk to each other, you overbuy slow movers and run out of best sellers at the worst time.
Forecasts That Can't Keep Up
Static spreadsheet forecasts break every time your business changes — a viral product launch, a new retail partner, a seasonal spike. By the time you update the model manually, the window to act has already closed. CPG brands need forecasts that learn and adapt in real time.
The Complete Inventory Platform
Inventory Analytics
Iris tracks units on hand across every warehouse, 3PL and retail channel in real time, then values inventory using your costing method - FIFO, weighted average, or landed cost. See exactly what you have, where it sits, and what it's worth at any moment.
Spot slow-moving SKUs before they become write-offs. Catch fast sellers before they stock out. All inventory data connects directly to your P&L and cash flow forecast.
Real-time units on hand across all locations
Inventory valuation by costing methodology
Velocity trends and sell-through analytics
Demand Planning
Iris connects your demand plan to your financial plan so every purchasing decision is grounded in margin targets, cash reality, and live sales data. Track plan vs. actual daily for revenue and units, then course-correct mid-month instead of finding out after the quarter ends.
This is S&OP how it should work: sales forecasts, inventory needs, and cash flow unified in one system instead of three spreadsheets.
Unified sales and operations planning in one view
Daily plan vs. actual for revenue and units
Purchasing tied to real-time margin and cash flow
AI & ML Forecasting
Iris uses machine learning to forecast demand by SKU, channel, and customer type — factoring in seasonality, promotions, and the historical velocity patterns specific to your brand. Models update continuously as new sales data flows in, so forecasts get sharper over time.
Stop relying on last year's numbers in a spreadsheet. Iris' ML models adapt to how your business actually behaves, not how you hoped it would.
AI demand forecasting by SKU and channel
Models trained on your brand's actual sales data
Forecasts that adapt to seasonality and promos
Most CPG inventory planning tools are designed for enterprise supply chains like warehouse management, logistics routing, EDI compliance. That's not what a $3M DTC brand or a $20M omnichannel CPG company needs. These brands need inventory planning that's connected to their financial plan: how much can we afford to buy, what should we buy based on margin contribution, and when do we need it to avoid both stockouts and cash traps.
Iris is a CPG inventory planning and demand forecasting platform that connects sales data, inventory positions, and financial constraints in one system. Unlike standalone inventory management tools like Settle, CIN7, or Fishbowl that focus on tracking stock, Iris ties every inventory decision back to your real-time P&L, contribution margin, and 13-week cash flow forecast. The result is S&OP that actually works, where purchasing decisions reflect both demand signals and financial reality.
With native integrations for Shopify, Amazon, NetSuite, QuickBooks, 3PLs, and ad platforms, Iris ingests your sales velocity, inventory levels, and financial data into one connected model so your demand plan, your budget, and your purchase orders are always aligned.
Know exactly what's in stock across Shopify, Amazon, and your 3PL in real time.
Iris gives DTC brands SKU-level inventory analytics tied to profitability so you reorder based on margin, not just velocity.
Omnichannel CPG Companies
Unify inventory data across DTC, wholesale, and retail into one demand plan. Iris connects sell-through from every channel to your financial forecast so purchasing decisions always reflect your full business.
Scaling Brands ($1M - $50M+)
Stop duct-taping spreadsheets, QuickBooks exports, and agency reports together. Iris gives growing brands an enterprise-grade data warehouse from day one so your team can make confident data-backed 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 inventory planning to financial planning?
Iris unifies inventory analytics, demand planning, and financial forecasting in a single platform. Every inventory position is tied to your real-time P&L, contribution margin by SKU, and 13-week cash flow forecast. This means when you're deciding how much to reorder, you're not just looking at velocity — you're seeing the full financial picture: what you can afford, what will protect margin, and what will optimize your cash conversion cycle.
How is Iris different from inventory management tools like Settle, CIN7, or Fishbowl?
Traditional inventory management tools focus on tracking stock levels, managing purchase orders, and syncing with warehouses. Iris does that too, but goes further by connecting inventory decisions to your financial model. Iris includes AI demand forecasting, daily plan vs. actual tracking, SKU-level margin analysis, and integrated S&OP so your purchasing strategy is driven by both demand signals and financial constraints, not just reorder points.
Does Iris support demand forecasting with AI?
Yes. Iris uses machine learning to generate demand forecasts by SKU, channel, and customer segment. Models factor in seasonality, promotional calendars, and historical velocity patterns unique to your brand, and they update continuously as new sales data flows in. This means your forecasts adapt automatically to changes in your business - a viral product, a new retail partner, a seasonal shift without manual spreadsheet updates.
What inventory costing methods does Iris support?
Iris supports FIFO (first in, first out), weighted average, and landed cost methodologies for inventory valuation. The platform automatically calculates inventory value across all warehouse and channel locations using your selected costing method, and connects that valuation directly to your P&L and cash flow reporting so your financial statements always reflect accurate, up-to-date inventory numbers.
Can Iris help CPG brands avoid stockouts and overbuying?
Yes. Iris combines real-time inventory positions, AI-driven demand forecasts, and financial constraints to help brands order the right amount at the right time. The platform identifies fast-moving SKUs at risk of stocking out and slow movers at risk of becoming write-offs, then surfaces those insights alongside your cash flow forecast so you can make purchasing decisions that protect both revenue and working capital.
