1. [Home](https://www.g2.com/) 2. ... 3. [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) 4. [Iris Finance Discussions](https://www.g2.com/products/iris-finance/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1f4817f430d90b0dcfd68a1c3f097cf3/iris-finance.jpg "Product Avatar Image") ](/products/iris-finance/reviews) [ Iris Finance ](/products/iris-finance/reviews) 0 ratings Iris Finance is an AI-native financial planning and analysis (FP&A) platform purpose-built for consumer packaged goods (CPG) and ecommerce brands. It connects sales channels, accounting systems, advertising platforms, banking, subscription tools, and 3PLs into a single data warehouse, then delivers automated daily P&L reporting, financial modeling, cash flow forecasting, cohort analysis, benchmarking, and AI-powered dashboards. The platform is designed for omnichannel consumer brands selling through Shopify, Amazon, TikTok Shops, and retail. It integrates with over 30 data sources - including QuickBooks, Xero, NetSuite, Meta, Google Ads, Amazon Ads, TikTok Ads, Recharge, Bill.com, and Plaid-connected bank accounts through one-click connections that typically take less than 72 hours to set up. Iris calculates contribution margin by channel on a daily basis, reconciling marketplace fees, 3PL costs, advertising spend, COGS, and discounting at the order level. Users can drill into any P&L line item to see the individual transactions behind it. The platform supports both accrual and cash basis reporting and breaks down performance by channel, including Shopify DTC, Shopify wholesale, Amazon, and TikTok Shops. Key capabilities include a plan-versus-actual tracker that compares daily targets against real performance across ad spend, CAC, AOV, and returning customer orders; cohort analysis with LTV-to-CAC calculations that incorporate full margin data for Shopify, Amazon, and TikTok Shops; a 13-week cash flow model powered by machine learning that categorizes bank transactions and forecasts recurring expenses automatically; and a three-statement financial model that imports the chart of accounts from the connected ERP and auto-updates actuals monthly. The AI dashboard builder allows users to create custom dashboards by typing a natural language prompt, uploading a screenshot, or using voice input. Dashboards can be shared with specific team members, agencies, or investors with role-based permissions, and reports can be scheduled for automated delivery via email or Slack. Iris also offers financial benchmarking using anonymized data across its customer base, allowing brands to compare KPIs like gross margin, contribution margin, and CAC against category peers filtered by vertical and revenue range. FP&A plans include a dedicated financial analyst with investment banking or FP&A experience who builds models, runs variance analysis, and joins weekly calls. Self-service plans provide access to the data warehouse, out-of-box dashboards, and the AI dashboard builder without analyst support. Show More When users leave Iris Finance reviews, G2 also collects common questions about the day-to-day use of Iris Finance. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion. * * * ### 0.0 Nps Score ### All Iris Finance Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments Sorry... There are no questions about Iris Finance yet. ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/iris-finance/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1f4817f430d90b0dcfd68a1c3f097cf3/iris-finance.jpg "Product Avatar Image") ### Have you used Iris Finance before? Answer a few questions to help the Iris Finance community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Firis-finance%2Fdiscuss%3Fsmall_ask%3Diris-finance) No