Which Accounts Make Money After Trade Spend?

In food and beverage, gross margin and account margin are different numbers. Slotting, promos, spoilage, and freight turn winning-looking accounts into losers. Iris nets all of it so you know which doors, distributors, and channels are worth chasing.

Distribution Growth That Loses Money on Every Case

Landing a big retail account feels like a win until slotting fees, trade promotions, and freight-to-DC eat the margin down to nothing — or below it. On thin CPG margins, a monthly close finds these problems a full cycle after the cases shipped. Iris nets trade spend, freight, and spoilage against every account and SKU so you see the profit that's actually left, per door.

True Margin After Trade Spend, per Account

Slotting, promotions, and freight-to-DC are the difference between a profitable account and a vanity logo on your deck. Iris nets all trade spend against each account and SKU, so you can rank doors and distributors by what they actually contribute, not by the size of the PO. A $50K PO that costs you $55K to serve isn't a win, it's a leak with a logo.

• Account-level margin net of slotting, promo, and freight
• SKU profitability across retail, DTC, and wholesale
• Doors and distributors ranked by real contribution

Catch a Promo Going Underwater in Real Time

A trade promotion can swing an account from profitable to underwater in a single cycle. Iris tracks revenue and margin against plan by account and channel daily, so a promo running deeper than it earns shows up before you renew it or roll it out wider. The promo that drove the volume is often the one that erased the profit.

• Daily plan vs. actual by account and channel
• Trade promotion lift measured against its true cost
• Alerts when an account's margin turns negative

Volume Isn't Always the Same as Profit

Chasing cases into every available door can grow revenue while shrinking the business. Iris exposes contribution by channel, account, and customer segment so you can pour resources into the distribution that compounds and walk away from the volume that only looks like growth. The fastest-growing account isn't always the most profitable.

• Contribution margin by channel, account, and segment
• DTC repeat behavior vs. one-time trial
• Wholesale accounts ranked by margin, not case count

Plan Production Around Shelf Life and Cash

Food and beverage has a constraint most brands don't: product that expires. Overbuild and you write it off; underbuild and you miss the sell-through. Iris ties production runs to both a live cash forecast and demand velocity, so a batch matches what you can actually move before it dates out. Dead inventory in food isn't just stuck cash — it's cash with an expiration date.

• Production runs tied to a 13-week cash forecast
• Demand velocity weighed against shelf life
• Co-packer lead times and terms modeled per run

How It Works

Step 1: Plug In Your Stack

Shopify. Amazon. QuickBooks. Ad platforms. One click. 10 minutes. Done.

Step 2: We Fix Your Data

Revenue, costs, inventory, ad spend—unified into one model. Clean. Structured. CPG-ready.

Step 3: Ask Anything

"Show me profit by SKU." "Forecast next quarter." "Where'd my margin go?" Real-time answers. Not month-old spreadsheets.

Stop Operating in the Dark

Gain the insights and clarity you need to start making better financial decisions and grow profit faster.

Built for Every Leader in Food &Beverage

Account economics and input costs move faster than a monthly close, and spoilage punishes a slow read. Iris gives each team the after-trade-spend margin picture the business actually turns on.

For Founders & CEOs

See which channels and accounts build real profit after trade spend. Iris gives you account-level margin and a live cash view so distribution decisions grow the business instead of just the topline.

For Finance Leaders

Close in hours with trade spend and freight allocated where they belong. Iris automates the account-level margin math so your numbers survive a hard look.

For Supply Chain and Procurement

Know the true return on every promo and slotting commitment by account. Iris separates the trade spend that builds velocity from the spend that just buys volume.

For Operations Leads

Iris ties freight, spoilage, and co-pack costs to each SKU and account so you plan production against demand and shelf life, not a spreadsheet guess.

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 finance software for food and beverage brands?
How does Iris calculate account margin net of trade spend and slotting?
Can Iris flag retail accounts that are unprofitable to serve?
How does Iris plan production around shelf life and cash?
Can Iris track profitability across retail, DTC, and wholesale at once?
How quickly can a food or beverage brand get started with Iris?

See Which Accounts Actually Pay After Trade Spend

Gross margin and account margin are different numbers. Iris gives food and beverage brands true after-trade-spend profit by account, live promo tracking, and shelf-life-aware planning so distribution actually pays.