--- title: Iris Finance Reviews meta\_title: 'Iris Finance Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Iris Finance works for a business like yours. date\_modified: '2026-06-22' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Iris Finance Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Iris Finance but has limited features. Are you part of the Iris Finance team? [Upgrade your plan](https://my.g2.com/iris-finance/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Iris Finance](https://www.g2.com/sellers/iris-finance) Discussions [Iris Finance Community](https://www.g2.com/products/iris-finance/discuss) Languages Supported English Overview by Jasmine Jordan Show More ## Pricing Pricing provided by Iris Finance. ### Self Service & SRP Free Trial Per Year ### Iris FP&A Free Trial Per Year [ View More Pricing Information ](https://www.g2.com/products/iris-finance/pricing) ## Top-Rated Alternatives [ ![HiBob HRIS](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HiBob HRIS") HiBob HRIS 4.5/5(2,628) ](https://www.g2.com/products/hibob-hris/reviews) [ ![Workiva](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Workiva") Workiva 4.5/5(2,148) ](https://www.g2.com/products/workiva-workiva/reviews) [ ![Mixpanel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mixpanel") Mixpanel 4.5/5(1,371) ](https://www.g2.com/products/mixpanel/reviews) [ View All Alternatives ](https://www.g2.com/products/iris-finance/competitors/alternatives) ## Iris Finance hasn't been reviewed yet Used Iris Finance? Your experience helps thousands of software buyers make confident decisions. G2 reviews are authentic and verified. [ Here's how. ](#modal-10ce075c08f369b5a182) We strive to keep our reviews authentic. G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner. [Read more](https://legal.g2.com/community-guidelines) ## Pricing Options Pricing provided by Iris Finance. ### Self Service & SRP Free Trial Per Year ### Iris FP&A Free Trial Per Year ### Enterprise Free Trial Per Year [ View More Pricing Information ](https://www.g2.com/products/iris-finance/pricing) ##### Categories on G2 [FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[E-Commerce Analytics](https://www.g2.com/categories/e-commerce-analytics) ##### Explore More [Which contractor payment platforms actually handle crypto payments for international contractor teams without making it a painful manual process?](https://www.g2.com/discussions/which-contractor-payment-platforms-actually-handle-crypto-payments-for-international-contractor-teams-without-making-it-a-painful-manual-process)[Best AI coding tools for prompting novice developers and accelerating onboarding](https://www.g2.com/discussions/best-ai-coding-tools-for-prompting-novice-developers-and-accelerating-onboarding)[Which programmatic job advertising platforms have the strongest analytics and campaign optimization for a talent acquisition team that wants to improve cost-per-hire over time?](https://www.g2.com/discussions/which-programmatic-job-advertising-platforms-have-the-strongest-analytics-and-campaign-optimization-for-a-talent-acquisition-team-that-wants-to-improve-cost-per-hire-over-time) [Is a dedicated decision intelligence tool worth it for a mid-size operations team?](https://www.g2.com/discussions/is-a-dedicated-decision-intelligence-tool-worth-it-for-a-mid-size-operations-team)[Best mobile marketing software in 2025](https://www.g2.com/discussions/looking-for-the-best-mobile-marketing-software-in-2025)[Is there a free trial of Alteryx One to test its core capabilities before committing?](https://www.g2.com/discussions/is-there-a-free-trial-of-alteryx-one-to-test-its-core-capabilities-before-committing) [Show MoreShow Less](javascript:void(0);)