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About

Streamlined finances platform for professional service firms, design studious, IT outsources, consulting firms and other B2B services. There’s always lots of different apps and spreadsheets that you manage manually, and it not makes you happy. Connecting the data on projects, resources, tasks, time and money costs you a lot of hours and nerve. No way to understand if your projects are even profitable, after all the stages, edits, and delays. Real-time project profitability tracking, all costs considered. Automated keyword-sorting for your business transactions. The platform helps service companies streamline project finances, using the power of open-banking and API-first structure.

About

Your P&L is lying to you. Amazon takes its cut. Meta takes its cut. Your 3PL takes its cut. By the time your spreadsheet catches up, you've already made the wrong call. Iris Finance is the AI-native financial platform for consumer brands and operators. We pull Shopify, Amazon, Meta, Google, TikTok, QuickBooks, NetSuite, Xero, payroll, and banking into one live system, so you see exactly where your money is going, right now. What you get: True profitability by channel and SKU Daily P&L tracking AI cash flow forecasting Automated reporting Benchmarking against brands your size Built for the $1M–$500M brand that's moving fast. Think of getting your month-end close in minutes and knowing in real time if you're profitable. Focus on building your brand. We'll take care of the infrastructure.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organization wanting a platform to manage service finances

Audience

Consumer brands, ecommerce operators, and finance teams interested in real-time financial planning, forecasting, and profit insights powered by AI

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

€49 per month
Free Version
Free Trial

Pricing

$2,000/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fintellect
Founded: 2022
Estonia
www.fintellect.pro

Company Information

Iris Finance
Founded: 2023
United States
www.irisfinance.co

Alternatives

Alternatives

ImpactECS

ImpactECS

3C Software
Plika

Plika

BlueDraft SA

Categories

Categories

CPG Features

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

eCommerce Features

Catalog Management
Channel Management
CRM
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

Integrations

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

Integrations

Amazon Web Services (AWS)
BILL
ClickUp
Google Ads
Jira
Meta AI
NetSuite
Plaid
QuickBooks Online
Shopify
TikTok
Xero
Claim Fintellect and update features and information
Claim Fintellect and update features and information
Claim Iris Finance and update features and information
Claim Iris Finance and update features and information