AI-Powered FP&A Software Built for CPG & Ecommerce Brands

Iris is your AI financial analyst, working 24/7 to give consumer brands real-time P&L visibility, automated cash flow forecasting, and the financial intelligence to grow profitably.

The Problem

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Manual processes and disconnected systems create a cycle of outdated reporting that puts your profitability and competitive edge at risk.

Time Consuming

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 By the time the numbers are ready, they're already outdated and riddled with errors.

Missed Margin Leaks

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

Who Iris Is For

Financial Intelligence for Every Stage of the CPG Supply Chain

Iris replaces the patchwork of spreadsheets, fractional CFOs, and generic BI tools that most consumer brands rely on. Whether you're a DTC brand doing $2M on Shopify, an omnichannel CPG company selling through Amazon and Target, or a scaling ecommerce business outgrowing QuickBooks — Iris gives you institutional-grade financial intelligence purpose-built for brands that sell physical products.

Unlike horizontal FP&A tools like Mosaic, Jirav, or Planful that are designed for SaaS companies, Iris understands the unique challenges of inventoried businesses: complex margin profiles across dozens of SKUs and channels, seasonal demand fluctuations, long inventory lead times, and the cash conversion cycles that make or break physical product companies.

With pre-configured connectors for Shopify, Amazon, NetSuite, QuickBooks, 3PLs, and major ad platforms, Iris gets you from signup to real-time financial visibility in minutes. Not the weeks or months required by traditional FP&A implementations.

DTC & Ecommerce Brands

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.

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

What is FP&A software for CPG brands?

How does Iris connect to Shopify, Amazon, and other platforms?

How is Iris different from FP&A tools like Mosaic, Jirav, or Planful?

How quickly can my brand get started with Iris?

Do I need a fractional CFO if I use Iris?

How much does FP&A software cost for a CPG brand?

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.