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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.

About

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

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

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

Audience

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries.

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

$2,000/month
Free Version
Free Trial

Pricing

$12,500/year
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

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Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Alternatives

Alternatives

Prophix

Prophix

Prophix Software

Categories

Categories

Financial Management Features

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

CPG Features

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

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

Financial Management Features

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

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

NetSuite
QuickBooks Online
Xero
Amazon Web Services (AWS)
BILL
BambooHR
Google Ads
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Meta AI
Microsoft Dynamics 365
Microsoft Excel
Plaid
QuickBooks Online Advanced
Salesforce
Shopify
TikTok

Integrations

NetSuite
QuickBooks Online
Xero
Amazon Web Services (AWS)
BILL
BambooHR
Google Ads
Google Cloud BigQuery
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Meta AI
Microsoft Dynamics 365
Microsoft Excel
Plaid
QuickBooks Online Advanced
Salesforce
Shopify
TikTok
Claim Iris Finance and update features and information
Claim Iris Finance and update features and information
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Claim OnPlan and update features and information