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About

Iris Finance is an AI-native financial planning and analysis platform built to give consumer brands and product-based companies real-time visibility into profitability, cash flow, and operational performance by unifying data from ecommerce platforms, accounting systems, ad spend, payroll, and more into one cohesive system; it replaces delayed manual reports and spreadsheets with instant profit-and-loss tracking, daily revenue and cost insights, automated forecasting, AI-driven cash flow planning, and benchmarking so teams can make faster, smarter financial decisions. It automatically integrates with tools like Shopify, Amazon, QuickBooks, Meta, and Google Ads, NetSuite, Xero, TikTok Ads, and banking services to pull in sales, costs, transaction fees, and advertising spend so users always see up-to-date performance and understand true profitability down to specific channels or SKUs.

About

Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

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

Financial services firms seeking a solution to manage their budgets and finances

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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

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

Company Information

Unit4
Founded: 1980
Canada
www.unit4.com/products/financial-management-software

Alternatives

CashWhiz

CashWhiz

CashWhiz Australia

Alternatives

Raptech

Raptech

Raptech Solutions
NetSuite

NetSuite

Oracle
Prophix

Prophix

Prophix Software
Sorbet

Sorbet

Shift Time

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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

Integrations

Amazon Web Services (AWS)
BILL
Diamond Forms, Flows & Docs
Google Ads
Meta AI
ModelTree
Nappkin
NetSuite
Nmbrs
OroCommerce
Plaid
QuickBooks Online
RoomRaccoon
Shopify
TikTok
Xero

Integrations

Amazon Web Services (AWS)
BILL
Diamond Forms, Flows & Docs
Google Ads
Meta AI
ModelTree
Nappkin
NetSuite
Nmbrs
OroCommerce
Plaid
QuickBooks Online
RoomRaccoon
Shopify
TikTok
Xero
Claim Iris Finance and update features and information
Claim Iris Finance and update features and information
Claim Unit4 Financial Planning & Analysis and update features and information
Claim Unit4 Financial Planning & Analysis and update features and information