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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 Drivepoint?

Drivepoint serves as an innovative financial platform specifically designed for consumer and CPG brands, harnessing the power of data and AI to optimize forecasting, scenario analysis, and financial evaluation. By moving away from conventional spreadsheet methods, it amalgamates data from diverse sources such as wholesale, Amazon, direct-to-consumer channels, and retail, enabling teams to develop accurate financial models and forecasts in a fraction of the time. The platform enhances essential forecasting activities through AI-driven insights, allowing users to reliably predict detailed financial statements, which encompass profit and loss, balance sheets, and cash flow projections. Moreover, it accelerates scenario planning, giving users the ability to swiftly create and compare multiple business scenarios within moments, thus aiding teams in assessing the financial impacts of their choices without the burden of complex manual modeling. Overall, Drivepoint transforms the financial planning process for brands, enabling them to adapt to market fluctuations with greater agility and precision. In doing so, it not only streamlines operational efficiency but also empowers brands to make informed financial decisions that drive success.

Media

Media

Integrations Supported

Google Ads
Meta AI
NetSuite
QuickBooks Online
Shopify
TikTok
Amazon Web Services (AWS)
BILL
Plaid
Xero

Integrations Supported

Google Ads
Meta AI
NetSuite
QuickBooks Online
Shopify
TikTok
Amazon
Google Cloud BigQuery
Google Sheets
Microsoft Excel
Pinterest
Recharge
Slack

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Iris Finance

Date Founded

2023

Company Location

United States

Company Website

www.irisfinance.co

Company Facts

Organization Name

Drivepoint

Date Founded

2021

Company Location

United States

Company Website

www.drivepoint.io

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

Finance

Not specified

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