Iris Finance | AI FP&A for Consumer Brands

CPG's Value Creation Partner

Connect your data & instantly drive enterprise value creation with the power of AI-driven financial modeling, reporting, and benchmarking from our AI CFO Fin.

From Financial Planning & Analysis to Transaction Readiness & Execution

Our Solutions

Deploy AI into your finance & supply chain workflows to uncover better insights, save money, and move faster.

Amazon just ate 38% of that sale.

CFO Service

Replace your internal FP&A workflows with an agentic solution rooted in data.

Iris augments your current finance and data department with a combination of agents and forward deployed teams to drive enterprise-grade sophistication and ultimately increase the value of your business.

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CPG Data Infrastructure in 10 Minutes

Plug in Amazon, Shopify, TikTok, wholesale, and retail. Get a unified data warehouse in 10 minutes, not 10 months.

• Pre-built connectors for every sales channel

• CPG-specific data schema (no custom engineering)

• 1/10th the time and cost of building your own

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AI Dashboards & Natural Language Queries

Type it. Get the answer. With charts. No SQL. No waiting on your fractional CFO.

• Ask questions in plain English, get live financial data

• Custom dashboards without a BI team

• Board-ready decks generated automatically

Discover Real-Time Insights

Inventory Planning & Sales Forecasting

Forecast sales, plan inventory, and model cash flow in one place. So you don't run out (or overstock) again.

• Unified S&OP (sales & operations planning)

• Scenario planning tied to cash flow

• Purchase order confidence + working capital optimization

Optimize Your Margin

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.

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Trusted by the 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

Financial Intelligence Built for Your Industry

Explore how Iris empowers you with the financial visibility and automation you need to elevate your brand and grow profit faster.

Beauty

Track margin down to the shade, not just the product line. See which launches and creators actually pay back after fees, samples, and commissions, and know which heroes carry the brand before your next buy.

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VMS

Subscriber growth isn't the same as profit. See true subscription vs. one-time margin, net dollar retention, and CAC payback by cohort, including Amazon cohorts most tools can't build, so you scale what actually compounds.

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Apparel

A style can sell through and still lose money once returns come back. Track true margin by style and size after returns and markdowns, and plan seasonal buys against a live cash forecast.

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Food & Beverage

Gross margin and account margin are different numbers. See real profit per account after slotting, trade spend, and freight, so you know which doors and distributors are worth the shelf space, not just the volume.

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Recreation

You buy in the off-season and get paid at peak. Size the cash gap before you commit, track the season against last year while it's live, and carry the business through the trough without white-knuckling it and hoping for the best.

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Private Equity

Portfolio companies get real-time financial visibility. You get board-ready dashboards without chasing down spreadsheets. Track EBITDA, contribution margin, and cash burn across every brand.

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