# 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. - Full auditability from dashboard to raw transaction - Single source of truth across all data sources - No discrepancies between reports and actuals ### 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. - Natural language dashboard creation with Fin AI - Real-time visualizations with no manual refresh - Dashboards shareable across finance and ops teams ### 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. - Custom KPI builder with no code required - Metrics update in real time across dashboards - Pre-built CPG metrics for margin and profitability ## 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. 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. ## Customers ### 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** "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." **Hirsh Goswamy, CMO, LivFresh** ## FAQs ### What is CPG business intelligence software? CPG business intelligence software is a platform that helps consumer brands analyze financial and operational data through dashboards, reports, and custom metrics. ### How is Iris different from Tableau, Looker, or Power BI? Iris is a vertical BI platform built specifically for CPG and ecommerce brands. It lets non-technical users build and modify dashboards using natural language. ### Can I build dashboards without knowing SQL or code? Yes. Iris is designed so that finance and operations teams can build, modify, and share dashboards without writing any code. ### What data sources feed into Iris' BI dashboards? Iris connects natively to ecommerce platforms, accounting systems, payroll providers, 3PL and fulfillment systems, and advertising platforms. ### What CPG metrics does Iris track out of the box? Iris includes pre-built metrics designed for physical product companies. ### How long does it take to set up BI dashboards in Iris? Most brands have live dashboards within minutes of connecting their data sources.