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What is Iris Finance?

Iris Finance stands out as a cutting-edge financial planning and analysis tool that utilizes AI to deliver immediate insights into profitability, cash flow, and operational efficiency for consumer brands and product-centric companies by integrating data from multiple sources such as ecommerce platforms, accounting software, advertising costs, payroll, and more into a unified system; this modern solution replaces the cumbersome manual reports and spreadsheets of the past by providing real-time profit-and-loss evaluations, daily updates on revenue and expenditures, automated forecasting, AI-driven cash flow strategies, and robust benchmarking tools, which collectively enable teams to make faster and more informed financial decisions. By effectively connecting with widely-used platforms including Shopify, Amazon, QuickBooks, Meta, Google Ads, NetSuite, Xero, TikTok Ads, and a variety of banking services, it compiles vital information regarding sales, costs, transaction fees, and advertising investments, ensuring that users have access to the latest performance indicators and can accurately assess profitability at the individual channel or SKU level, thereby promoting a more agile approach to financial management. This advanced capability not only empowers businesses to respond quickly to market fluctuations but also allows for a more strategic optimization of their financial plans, ultimately fostering sustained growth and competitiveness in the market.

What is Datarails?

Datarails is redefining FP&A with an AI-driven platform that lets finance teams retain the flexibility and familiarity of Excel while automating the most time-consuming aspects of financial management. With its FinanceOS environment, users can consolidate data from multiple departments, automate month-end reporting, and prepare budgets and forecasts—all without disrupting established workflows. The platform’s deep integrations with leading accounting software, ERPs, and CRMs create a unified financial data hub, eliminating silos and ensuring accuracy. Datarails’ intuitive dashboards not only visualize KPIs but also allow real-time drill-downs, enabling finance professionals to answer complex stakeholder questions on the spot. FP&A Genius, the platform’s conversational AI assistant, brings speed and intelligence to financial requests, delivering insights in seconds instead of hours. This level of agility means teams can respond to last-minute board requests without working late nights or sacrificing accuracy. Scenario modeling and data visualization tools make it easier to evaluate strategic options and communicate findings to leadership. With enhanced security and compliance features, Datarails meets the rigorous demands of modern finance departments. Trusted by CFOs and finance teams across industries, it helps save days of work each month while improving reporting quality. By streamlining processes, it allows finance professionals to focus on analysis, forecasting, and driving business performance.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
Xero
Amazon Web Services (AWS)
BILL
Google Ads
Meta AI
Microsoft Dynamics 365
Microsoft Excel
Plaid
SAP CRM
Sage 100
Shopify
TikTok
Velt

Integrations Supported

NetSuite
QuickBooks Online
Xero
Amazon Web Services (AWS)
BILL
Google Ads
Meta AI
Microsoft Dynamics 365
Microsoft Excel
Plaid
SAP CRM
Sage 100
Shopify
TikTok
Velt

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Iris Finance

Date Founded

2023

Company Location

United States

Company Website

www.irisfinance.co

Company Facts

Organization Name

Datarails

Date Founded

2015

Company Location

United States

Company Website

www.datarails.com

Categories and Features

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

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