# irisfinance.co

> AI-optimized mirror of irisfinance.co containing 50 pages totalling 40,289 words of clean markdown content, structured data, and semantic HTML. Original source: https://irisfinance.co. Last updated: 2026-08-22T17:14:46.732Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Iris Finance | AI FP&A for Consumer Brands](/content/site-root.html): Iris Finance is an AI-native FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (859 words)

## Articles & Blog Posts

- [integrations/claude/index.html](/content/integrations/claude/index.html) (760 words)
- [Most CPG Brands Can't Answer a Simple Question: Are We Profitable Today? - Iris Finance](/content/blog/most-cpg-brands-can-t-answer-a-simple-question-are-we-profitable-today.html): Your marketing dashboard says one thing. Your P&L says another. For CPG brands, that gap is costing more than most founders realize. (2,518 words)
- [Revenue-Based Financing for CPG Brands - Iris Finance](/content/blog/revenue-based-financing-for-cpg-brands/index.html): Stop giving up equity for cash flow. Revenue-based financing gets you working capital fast. No dilution, no bank drama. Read how it works and if it's right for your brand. (1,828 words)
- [Do you know your contribution margin? - Iris Finance](/content/blog/do-you-know-your-contribution-margin/index.html): Your gross daily margin looks great. Your bank account disagrees.   This is the contribution margin problem. It's quietly wrecking the economics of brands that should be thriving. If you're selling on Amazon, TikTok Shop, Shopify, or retail and you're making channel decisions based on gross margin alone, you're flying blind. Let's fix that.  (1,465 words)
- [Building a CPG Tech Stack That Scales - Iris Finance](/content/blog/building-a-cpg-tech-stack-that-scales/index.html):  The exact ecommerce tech stack CPG brands need to scale fast — storefront, inventory, accounting, CRM, ads, and financial ops. Built for founders who hate flying blind. (2,403 words)
- [The Founder’s Guide to Finance for Omnichannel CPG Brands - Iris Finance](/content/blog/the-founder-e2-80-99s-guide-to-finance-for-omnichannel-cpg-brands.html): Guide to building a modern finance function for omnichannel CPG brands. Learn how FP&A, planning, reporting, and real customer insights help scale profit and value. (1,378 words)
- [The Ultimate Guide to 13-Week Cash Flow Modeling for Consumer Brands - Iris Finance](/content/blog/achieving-a-cash-flow-state-the-ultimate-guide-to-13-week-cash-flow-modeling.html): The 13-week cash flow model is the lifeblood of any inventory-heavy business. As stewards of the physical universe, our business moves in cycles—cash conversion cycles, to be exact. (918 words)
- [What Should Your Outsourced Finance Department Actually Deliver? - Iris Finance](/content/blog/what-should-your-outsourced-finance-department-actually-deliver.html): Most CPG founders hiring a fractional CFO don't know what "good" looks like. Here's the bare minimum you should expect and what separates good from elite. (1,228 words)
- [The Anatomy of a Cash Machine - Iris Finance](/content/blog/the-anatomy-of-a-cash-machine/index.html): What separates profitable DTC brands from the rest? Gross margin discipline, lean operations, marketing efficiency, and cash flow management. (1,228 words)
- [Amazon Just Took 38% of That Sale - Iris Finance](/content/blog/amazon-just-took-38-of-that-sale-here-s-the-math.html): On a $30 CPG product, Amazon takes approximately $9.67 in fees before you pay for product or ads — that's referral fees (15%), FBA fulfillment ($3.22), storage ($0.45), and returns (5%). After COGS and ad spend, the average CPG brand keeps $2–$5 in contribution margin per unit. (1,338 words)
- [The Importance of Daily Goal Setting and Tracking in High-Velocity Commerce - Iris Finance](/content/blog/the-importance-of-daily-goal-setting-and-tracking-in-high-velocity-commerce.html): Why daily goal setting matters in high-velocity commerce, and how tracking the right metrics helps operators move faster with confidence. (755 words)
- [The CPG Brand's Guide to Planning for the New Year - Iris Finance](/content/blog/the-cpg-brand-s-guide-to-planning-for-the-new-year/index.html): CPG brand planning for the new year - practical strategies to align finance, goals, and growth for CEOs, founders, and finance leaders. (966 words)
- [Iris Finance Raises $6.2M to Scale AI-Native CFO Platform for CPG Brands - Iris Finance](/content/blog/iris-finance-raises-6-2m-to-scale-ai-native-cfo-platform-for-cpg-brands.html): Iris Finance raises $6.2M to scale its AI-native CFO platform for CPG brands - expanding finance automation and real-time insights. (683 words)
- [FP&A Software for CPG Brands | Real-Time P&L, Forecasting & Cash Flow](/content/agenticsolution/fp-a-cfo/index.html): Iris is the AI-native FP&A platform built for CPG and ecommerce brands. Real-time P&L tracking, automated cash flow forecasting, plan vs. actual reporting, and more. Book a demo. (1,010 words)
- [Food & Bev Profitability Software | Iris Finance](/content/industries/food-and-beverage/index.html): Gross margin and account margin are different numbers. Iris shows food & beverage brands true profit per account after trade spend, slotting, freight, and spoilage. (904 words)
- [Daily Profit Tracking for Apparel | Iris Finance](/content/industries/apparel/index.html): Sell-through isn't profit until returns settle. Iris shows apparel brands true margin by style and size after returns and markdowns, with season-ahead cash planning. (919 words)
- [Private Equity Portfolio Finance & Value Creation | Iris Finance](/content/industries/private-equity/index.html): Real-time financial visibility for PE-backed CPG portfolio companies. Daily P&L, plan vs. actual, and cash flow forecasting to accelerate value creation. (807 words)
- [Iris Advisory | Financial & Transaction Advisory for CPG Brands](/content/agenticsolution/advisory/index.html): Iris Advisory delivers transaction readiness, quality of earnings, and investor reporting for CPG brands faster and cheaper than traditional firms, using the data already in your Iris platform. (830 words)
- [Beauty Brand Finance & Margin Software | Iris Finance](/content/industries/beauty/index.html): See profitability by shade, not just product line. Iris tracks margin, launch performance, and creator ROI daily so beauty brands scale what actually earns. (909 words)
- [Business Intelligence Built for CPG Finance Leaders](/content/agenticsolution/business-intelligence/index.html): Real-time business intelligence for CPG brands - clear metrics, faster decisions, and total visibility. See Iris in action. Book a demo. (1,074 words)
- [CPG Ecommerce Integrations & Data Connectors | Iris Finance](/content/integrations/index.html): One-click integrations for Shopify, Amazon, QuickBooks, NetSuite, Meta, Google Ads, TikTok, Xero, Bill, and Plaid. Connect your entire CPG stack in minutes. (712 words)
- [CPG Inventory Planning & Demand Forecasting | Iris Finance](/content/agenticsolution/supply-chain/index.html): AI-powered inventory planning and demand forecasting for CPG brands. Unify S&OP with financial planning across Shopify, Amazon, and wholesale. Book a demo. (919 words)
- [Black Friday Secrets for Scaling Ecommerce - Iris Finance](/content/blog/black-friday-secrets-for-scaling-ecommerce/index.html): Black Friday secrets for scaling e-commerce - proven tactics to boost revenue, conversion, and operations for growth-focused brands. (1,242 words)
- [Daily Profit Tracking for Seasonal Brands | Iris Finance](/content/industries/recreation/index.html): You buy in the off-season and get paid at peak. Iris sizes the seasonal cash gap, tracks the season live, and carries recreation brands through the trough. (836 words)
- [Subscription Economics for Supplements | Iris Finance](/content/industries/vitamins-minerals-supplements/index.html): Subscriber growth isn't the same as profit. Iris shows supplement brands true subscription margin, net dollar retention, and CAC payback by cohort, daily. (771 words)
- [Debt vs. Equity Explained for Founders - Iris Finance](/content/blog/ecommerce-debt-financing-debt-vs-equity-explained-for-founders.html): A founder-focused breakdown of ecommerce debt financing, including asset backed loans, venture debt, SBA loans, and merchant cash advances. (1,184 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/capital-efficiency-model/index.html): Capital efficiency financial model to forecast cash flow, working capital, and profitability as you scale. (936 words)
- [Powering the Next Stage of Growth for LIVFRESH With Daily Profit Intelligence - Iris Finance](/content/customer-stories/powering-the-next-stage-of-growth-for-livefresh-with-daily-profit-intelligence.html): See how LiveFresh powers growth with daily profit intelligence - real-time insights for smarter decisions and stronger financial performance. (652 words)
- [How RIO Manages Up To $400K/Day in Ad Spend Using Daily Contribution Margin - Iris Finance](/content/customer-stories/how-rio-manages-up-to-400k-day-in-ad-spend-using-daily-contribution-margin.html): See how Rio manages $400K/day in ad spend using daily contribution margin for smarter decisions and faster growth. (776 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/careers/applied-ai-engineer/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (538 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/blog/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (116 words)
- [Jobs | Iris Finance](/content/careers/index.html): Join the team here at Iris Finance and help redefine the world of FP&A for CPG brands. (178 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/careers/head-of-growth/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (594 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/2025-m-a-wrapped/index.html): Explore the 2025 consumer M&A landscape with insights from 200 deals, valuation trends, and expert perspectives. (502 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/careers/integrations-engineer/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (571 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/customer-stories/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (208 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/q5-profit-optimization-guide/index.html): Free Q5 financial model for CPG and ecommerce brands. Lower CPMs, cheaper acquisition, and stronger LTV. Model the post-BFCM profit window for your brand. (472 words)
- [Contact Sales | See Iris Finance in Action](/content/book-a-demo/index.html): Talk with the Iris team to see how real-time finance drives clarity, control, and growth. Built for leaders. Book a demo. (291 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (243 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/importance-of-omnichannel-guide/index.html): A guide to how retail improves contribution margin and EBITDA for CPG brands (506 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/cash-conversion-cycle-model/index.html): Understand how operations convert into cash with a model linking income statement, balance sheet, and cash flow. (600 words)
- [The CPG Strategist](/content/newsletter/index.html): Insights on cash flow, margins, and growth for CPG founders and finance leaders. Get practical finance insight straight to your inbox. (143 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/careers/chief-of-staff/index.html): Iris Finance is an AI-powered FP&A solution giving consumer brands real-time P&L visibility, automated forecasting, budgeting, and financial insights. (442 words)
- [Iris Finance Pricing | Plans for CPG Brands](/content/pricing/index.html): Iris Finance pricing is based on your brand's size and data sources. Real-time P&L, cash flow forecasting, and AI dashboards included. Get a quote. (140 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/cac-payback-calculator/index.html): Measure how efficiently your brand grows and see how fast you recover acquisition costs and improve profitability for CAC. (474 words)
- [How TJ Bongiorno Accelerated Ramp Health's Path to Profit - Iris Finance](/content/customer-stories/how-tj-bongiorno-accelerated-ramp-health-s-path-to-profit.html): How TJ Bongiorno helped Ramp Health accelerate its path to profit with real-time finance insights and daily performance tracking. (501 words)
- [How Iron & Resin grew 50% while expanding margins using Beacon by Iris - Iris Finance](/content/customer-stories/how-iron-resin-grew-50-while-expanding-margins-using-beacon-by-iris.html): See how Iron & Resin grew 50% and expanded margins using Beacon by Iris for real-time insights and smarter financial decisions. (279 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/maximizing-ebitda-model/index.html): Free BFCM financial modeling guide for CPG brands. Model EBITDA by scenario, find diminishing returns on ad spend, and maximize profit not just revenue. (410 words)
- [Iris Finance | AI FP&A for Consumer Brands](/content/resources/unit-economics-model/index.html): Free CPG Unit Economics Model & Template | Iris Finance (273 words)

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