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What is Iris Finance?

Most financial tools tell you what happened last month. Iris Finance tells you what's happening right now. Iris is the AI-native financial planning and analysis platform built specifically for consumer brands and product-based businesses. While generic accounting software and spreadsheet-based reporting leave you waiting weeks for answers, Iris pulls every revenue stream, cost center, and operational metric into one live system , so you always know exactly where your business stands. Why teams switch to Iris: Traditional FP&A tools weren't built for the complexity of modern commerce. They don't understand Amazon fees, blended ad spend, 3PL costs, or multi-channel margin. Iris does. It automatically integrates with Shopify, Amazon, QuickBooks, NetSuite, Xero, Meta Ads, Google Ads, TikTok Ads, payroll, and banking to give you a complete, real-time picture of profitability down to the channel and SKU level. What you get from day one: Live P&L tracking updated daily, not at month-end True margin visibility by channel, SKU, and cost center AI-driven cash flow forecasting and scenario planning Automated reporting that eliminates manual spreadsheet builds Benchmarking against brands at your revenue tier Who it's built for: Founders, CEOs, and operators at $1M–$500M consumer brands who are scaling fast and need CFO-level financial visibility without the CFO overhead. If you're selling across multiple channels and still relying on blended reports or delayed closes to make decisions, Iris was built for you. The brands winning in this market aren't waiting for their numbers. They already know them.

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
Plaid
Shopify
TikTok

Integrations Supported

NetSuite
QuickBooks Online
Xero
Microsoft Dynamics 365
Microsoft Excel
SAP CRM
Sage 100
Velt

API Availability

API Availability

Pricing Information

$2,000/month
Our pricing starts at $2,000/month and varies depending on your integration needs.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online 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

Agentic Commerce

Not specified

AI eCommerce

Not specified

B2B eCommerce

Not specified

CPG

Forecast / Demand Planning
Inventory Management

eCommerce

CRM
Channel Management
Inventory Management

Finance

Not specified

Financial Management

Budgeting & Forecasting
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition

Categories and Features

AI Finance

Not specified

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 Close

Not specified

Financial Management

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

Financial Modeling

Not specified

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

Forecasting

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