Inventory Planning & Demand Forecasting Built for CPG Brands

Unify your sales forecasting, demand planning, and inventory analytics in one system that's connected directly to your financial data so every purchasing decision is backed by real-time margin and cash flow visibility.

THE OLD WAY

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.

Inventory Blind Spots
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.

• 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.

• 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.

• AI demand forecasting by SKU and channel
• Models trained on your brand's actual sales data
• Forecasts that adapt to seasonality and promos

Who Iris Is For

Built for Brands Where Inventory Is the Business

Most CPG inventory planning tools are designed for enterprise supply chains like warehouse management, logistics routing, and 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.

• DTC & Ecommerce Brands
  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.

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

Testimonials
"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 CPG inventory planning software?
• How does Iris connect inventory planning to financial planning?
• How is Iris different from inventory management tools like Settle, CIN7, or Fishbowl?
• Does Iris support demand forecasting with AI?
• What inventory costing methods does Iris support?
• Can Iris help CPG brands avoid stockouts and overbuying?

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.