Business Intelligence Built for CPG Finance Leaders

Your BI Dashboards: Fast & Custom-Built

Bring all of your data together in one place with Iris. Then, move beyond complex queries and build the dashboard of your dreams using intuitive, conversational natural language—no code required.

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.

Analyst Bottleneck

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.

The Solution

AI First 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.

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.

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.

Who Iris Is For

Built for Finance Teams That Are Tired of Waiting on Dashboards

Most CPG brands rely on generic BI tools like Tableau, Looker, or Power BI that require a data team to build and maintain every dashboard. The result: finance and ops leaders wait days or weeks for a new view, and the reports they get often don't reflect the nuances of an inventoried business including channel-level profitability, SKU margin mix, promotional ROI, and retail deductions.

Iris is a CPG business intelligence platform that sits directly on top of your financial data warehouse. Unlike horizontal BI tools that need extensive configuration to understand ecommerce and retail data models, Iris comes pre-built with the metrics, dimensions, and report templates that CPG finance teams actually need. Every dashboard is auditable, every metric is traceable back to raw transaction data, and every report can be built or modified using plain English through Iris' AI agent, Fin.

With native integrations for Shopify, Amazon, NetSuite, QuickBooks, and major ad platforms, Iris connects your BI layer directly to your source data so your dashboards are always current, always accurate, and always accessible to your team without a single line of code.

DTC & Ecommerce Brands

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.

Integrations

One-Click Integrations Across Your Entire CPG Stack

Shopify. Amazon. QuickBooks. NetSuite. Xero. Meta Ads. Google Ads. TikTok Ads. Bill. Plaid, and more. Connect every platform your brand runs on with one click, no API keys, and no CSV uploads. You'll have a unified financial model live in minutes.

Trusted by Leading Brands You Buy Everyday

"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."

Shani Steinberg
CEO, Allermi

"Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day."

TJ Bongiorno
Founder, Ramp Health

FAQ's

Ready to Build a Solid Foundation for Growth?

Leave data complexity behind. With Iris's data infrastructure, your team can focus on what truly matters: making smarter decisions and accelerating your brand's growth.