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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 Fintellect?

This financial management solution is specifically designed for firms in the professional services sector, including design studios, IT outsourcing providers, consulting agencies, and a range of B2B services. The task of manually handling numerous applications and spreadsheets can quickly become daunting and exasperating. The effort required to gather and manage information concerning projects, resources, tasks, time, and expenses can drain a considerable portion of your precious time and effort. Determining the profitability of your projects can be a complex endeavor, especially after dealing with various stages, revisions, and delays. However, with real-time tracking of project profitability that considers all associated costs, you can achieve better clarity and understanding. Furthermore, the platform's automated keyword sorting feature facilitates the organization of your financial transactions. This tool not only enables service-oriented businesses to enhance their financial management through the benefits of open banking and an API-first design but also improves overall operational efficiency. By refining these operational processes, you free up more time to concentrate on providing exceptional value to your clients instead of being overwhelmed by administrative responsibilities. Ultimately, this leads to improved client satisfaction and a more productive work environment.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$2,000/month
Free Trial Offered?
Free Version

Pricing Information

€49 per month
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

Fintellect

Date Founded

2022

Company Location

Estonia

Company Website

www.fintellect.pro

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

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