Iris

What Iris does for Shopify brands

• ●Automates monthly close, budget vs actual, cash flow & inventory planning
• ●Replaces 15-25 hrs/week of finance work for founders, ops leads & fractional cfos
• ●Channel & sku-level P&L after COGS, fees & returns shows true margin, not just ROAS
• ●Margin visibility typically shifts 3-5% of media budget to better placements
• ●Surfaces Amazon fee drag (often 30-40% of sale) to fix pricing, bundling & channel mix

Overview

Iris Finance is an AI-powered finance platform for consumer packaged goods and ecommerce brands. It connects sales channels, accounting, ad and banking tools into one financial model covering planning, reporting, inventory and cash forecasting. It is built for brands that run their business across several disconnected tools and want profit visibility by SKU and channel.

For Shopify brands

• ●Iris connects directly to a Shopify store and pulls sales, discounts, refunds, shipping costs and Shopify fees automatically.
• ●It combines Shopify data with ad spend and COGS to produce a P&L by SKU and channel, updated daily.
• ●It shows net revenue and contribution margin for the DTC channel alongside Amazon and wholesale data.

How it works

The brand connects its tools such as Shopify, Amazon, QuickBooks and ad platforms with one click, with no API keys or CSV uploads. Iris unifies revenue, costs, inventory and ad spend into one model, and the brand can then ask questions in plain English. The site describes setup as taking about 10 minutes.

Built for

Consumer and CPG brands selling across channels such as Shopify, Amazon and wholesale, in verticals including beauty, apparel, food and beverage, recreation and subscription brands, plus private equity firms with portfolio brands.

Pricing

Custom quote based on the brand's use case. Questions go to hello@irisfinance.co.

Products

• ●CFO Service Agents and forward deployed teams that augment a brand's finance and data department with FP&A workflows.
• ●CPG Data Infrastructure Pre-built connectors and a CPG-specific data schema that unify sales channels in one data warehouse.
• ●AI Dashboards & Natural Language Queries Plain-English questions return live financial data, custom dashboards and automatically generated board-ready decks.
• ●Inventory Planning & Sales Forecasting Sales forecasting, inventory planning and cash flow modeling, including S&OP and scenario planning.
• ●Iris MCP connector Read-only connector that lets Claude query a brand's Iris analytics such as revenue, COGS and inventory.

Integrations

Buyer notes

• Setup is described as about 10 minutes using one-click integrations.
• No API keys or CSV uploads are needed to connect platforms.
• The Iris MCP connector for Claude is read-only and cannot create, modify or delete data.
• Pricing is quoted per use case; the site lists hello@irisfinance.co for questions.

From Iris's own site and Shopify App Store listings, as of 2026-10-30.