Alternatives to Iris Finance

Compare Iris Finance alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Iris Finance in 2026. Compare features, ratings, user reviews, pricing, and more from Iris Finance competitors and alternatives in order to make an informed decision for your business.

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    Martus

    Martus

    Martus Solutions

    Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus!
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    FISPAN

    FISPAN

    FISPAN

    FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN.
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    Banker's Dashboard
    Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
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    Fishbowl

    Fishbowl

    Fishbowl

    Fishbowl is the #1 selling manufacturing and warehouse management software for QuickBooks. Designed for small and medium-sized businesses, including manufacturers, distributors, and service providers, Fishbowl gives businesses the flexibility to stay within the QuickBooks platform for accounting while seamlessly integrating advanced inventory features with it. It also offers multi-location tracking, work orders, bills of materials, barcoding, shipping, auto reorder points, and integrations with EDI, shopping carts, merchant services, and other business solutions. If you are looking for an affordable inventory management solution that can help your business take advantage of the latest technology to streamline operations and save time and money, Fishbowl is a great option.
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    Triple Whale

    Triple Whale

    Triple Whale

    Triple Whale lets you easily manage and automate analytics, attribution, merchandising, forecasting and more—in the palm of your hand. We simplify, inform & save you time! No need to flip between tabs & apps. We integrate ecommerce & marketing data from all your favorite tools: TikTok, Facebook, Google, and more. Triple Whale lets you: - Trust your attribution data to make better decisions. - Seamlessly gain insight into what is and isn't working - Forecast & track your most crucial DTC metrics - Track and visualize your customer journeys across channels - Easily determine top performing creatives and themes - Gain data insights from our AI with anomaly detection and recommendations We’re building AI to help you reduce errors and operate better across all your tools. Moby by Triple Whale is an AI-powered platform that connects your raw data to intelligent AI agents, transforming it into actionable business insights within seconds.
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    Flowspace

    Flowspace

    Flowspace

    Flowspace is the fulfillment operations solution built for fast-growing, omnichannel brands. Our platform streamlines inventory tracking, order management, and multi-location network control into one scalable, intelligent system. With features like the Network Optimization System (NOS), FlowspaceAI, and smart order routing, you gain real-time data visibility and ensure inventory is always where it needs to be—improving speed and cutting costs. Seamless integrations with Shopify, Amazon, Walmart, and retail-ready EDI keep your operations connected. API support and cross-team support drive smarter decisions and efficient workflows. Experience truly frictionless fulfillment, optimized for growth, omnichannel reach, and exceptional customer experiences.
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    BigCommerce

    BigCommerce

    BigCommerce

    Build a business that’s ready for anything. Meet the flexible, open SaaS platform leading a new era of ecommerce. Explore limitless possibilities to Build, Innovate and Grow. Start with the rock-solid foundation of a powerful ecommerce platform. Spark creativity and craft beautiful store experiences with design tools that know no bounds. Tame operational complexity with an easy-to-use, secure platform that's up when you need it most. Deliver lightning-fast commerce experiences that keep your customers coming back for more. Turn impossible commerce experiences into reality with the flexibility of open SaaS. Seize market opportunities and unleash new experiences at the speed of your business. Craft content-rich experiences anywhere your audience takes you. Make unifying your backend or powering up with third-party apps a breeze. Scale and grow smarter without complexity holding you back.
    Starting Price: $29 per month
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    Hopted

    Hopted

    Hopted

    Hopted automatically pulls Amazon Seller Central and Ads data into your Google Sheets spreadsheet. Automate reporting, profitability tracking, and inventory insights with real-time data — no more CSV exports or copy-pasting. Hopted empowers sellers to streamline operations, eliminate manual errors, and make confident decisions using live data inside Google Sheets. – Automate report downloads, CSV imports, and data entry – Access always up-to-date information directly in Google Sheets – Consolidate sales, ad spend, FBA fees, and more – Leverage real-time sales velocity and stock data for accurate forecasting – Not just reporting, make updates in Google Sheets and push changes back to Amazon and other connected platforms with a true two-way sync Hopted brings powerful automation to your Amazon data in Google Sheets. Save time, reduce errors, and make smarter decisions with real-time sync and 2-way updates.
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    OnPlan

    OnPlan

    OnPlan

    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.
    Starting Price: $12,500/year
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    Ada

    Ada

    Ada

    Ada is the omnichannel AI platform for customer service - built to automate, scale, and elevate CX across channels with generative AI agents. Trusted by global brands like Square, Pinterest, Canva, and monday.com, Ada has powered 5.5B+ interactions since 2016. Its AI agents deliver always-on, multilingual support across voice, messaging, and email, resolving up to 83% of inquiries instantly. Eliminate wait times with natural AI Voice, deliver personalized service via AI Messaging, and automate 70% of email responses. Ada combines automation and intelligence with enterprise-grade control, transparency, and security (HIPAA, SOC2, GDPR). Own your AI strategy end-to-end - train agents with Playbooks, measure ROI through CSAT and KPIs, and integrate seamlessly via APIs. Discover how Ada reduces costs and improves response times without compromising quality.
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    Datarails

    Datarails

    Datarails

    Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.
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    Abacum

    Abacum

    Abacum

    Abacum is an AI-native FP&A platform designed to help finance teams manage planning, forecasting, and reporting in one unified system. It enables organizations to adapt quickly to changing business conditions by keeping data, models, and insights aligned in real time. The platform eliminates common challenges such as disconnected data sources, outdated models, and slow reporting processes. With built-in AI capabilities, Abacum automates tasks like data cleaning, anomaly detection, and forecasting. It allows teams to build and update financial models without relying on technical specialists or lengthy implementation cycles. Abacum also enhances collaboration by enabling continuous planning and shared visibility across teams. By simplifying financial workflows, it empowers finance professionals to focus on strategic decision-making rather than manual processes.
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    Drivepoint

    Drivepoint

    Drivepoint

    Drivepoint is an intelligent finance platform designed specifically for consumer and CPG brands to automate forecasting, scenario planning, and financial analysis using data and AI. It replaces manual spreadsheet-based workflows by consolidating data across channels such as wholesale, Amazon, direct-to-consumer, and retail, enabling teams to build accurate financial models and generate forecasts in a fraction of the time. It automates core forecasting processes with AI-driven predictions, allowing users to forecast complete financial statements, including profit and loss, balance sheet, and cash flow, with high accuracy. It also enables rapid scenario planning, where users can generate and compare multiple business scenarios in seconds, helping teams understand the financial impact of decisions without relying on manual modeling.
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    QuickBooks Commerce
    QuickBooks Commerce (formerly TradeGecko) is powerful inventory and order management software, built for multichannel brands and wholesalers. It enables automation for omnichannel operations, improving efficiency and increasing profitability. The QuickBooks Commerce B2B eCommerce platform enables customers to set customized catalogs and price lists, take wholesale orders, and receive payment faster using QuickBooks Commerce Payments. Seamless integrations with Shopify, Xero, QuickBooks Online, Amazon, WooCommerce and more. Customers can automate repetitive and time-consuming workflows allowing them to take control of complex processes and optimize the order management workflow, shipping and logistics with supply chain automation. Other features include intelligence, demand forecasting, and a mobile app for iPhone and iPad. Sell. Ship. Grow. Manage your multi-channel and wholesale business in one place with QuickBooks Commerce.
    Starting Price: $39.00 per month
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    SimplyDepo

    SimplyDepo

    SimplyDepo

    SimplyDepo is a mobile-first field sales and retail execution platform for CPG brands, wholesale distributors and merchandising teams. One offline-capable app replaces disconnected tool stacks — spreadsheets, separate order tools, manual QuickBooks reconciliation and WhatsApp threads. Core capabilities: - B2B order management — custom pricing, catalogs, inventory tracking - Retail execution — store audits, shelf compliance, photo capture, task management - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — auto-syncs when connectivity returns - Native QuickBooks Online integration — orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams are live in days. No IT required. No annual contracts.
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    Starting Price: $89 per user / month
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    Mirakl

    Mirakl

    Mirakl

    Mirakl is a leading enterprise marketplace and dropship platform that enables retailers, distributors, and manufacturers to expand assortment and accelerate eCommerce growth. Its unified platform powers third-party marketplaces, dropship operations, supplier catalog onboarding, retail media, and global seller payouts. Trusted by over 450 companies worldwide, Mirakl supports more than 100,000 sellers and processes billions in marketplace transactions annually. The platform helps businesses scale product selection without inventory risk while automating operations for greater efficiency and profitability. With Mirakl Ads, companies can unlock retail media revenue through AI-driven advertising solutions optimized for marketplace environments. Mirakl Connect links brands and sellers to the right marketplaces, streamlining onboarding and growth opportunities. Mirakl Nexus extends this ecosystem as the agentic commerce brain, connecting shoppers and merchants to AI platforms.
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    Salesforce Agentforce Commerce
    Agentforce Commerce, formerly Commerce Cloud, is Salesforce’s unified ecommerce platform designed to power connected digital and in-store experiences. It integrates ecommerce, POS, order management, and payments into a single AI-driven system. Powered by Agentforce, Salesforce’s trusted AI, the platform supports merchandising teams and enables guided shopping for customers. Businesses can manage B2C, B2B, and direct-to-consumer operations from one connected environment. With composable and headless commerce capabilities, brands can innovate faster while reducing total cost of ownership. The platform delivers enterprise-grade reliability with 99.99% historical uptime. Agentforce Commerce helps leading brands increase revenue, accelerate time to value, and scale confidently.
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    Unit4 Financial Planning & Analysis
    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.
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    LiveFlow

    LiveFlow

    LiveFlow

    Say goodbye to downloading the same reports every month. Now you can set up your reports once, and we’ll ensure they are always up-to-date. Simply swap the company on your template and build the same report for another client in seconds. Set up live reports and automatically have them refreshed without you doing a thing. Discover underlying variances and drill into your transactions directly in your Google Sheet. With LiveFlow, you can feed live data into your financial models. Import your data and write any formula on top of it. You can connect unlimited QuickBooks companies to LiveFlow.
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    FinWise

    FinWise

    FinWise

    FinWise is a modern personal finance management tool that lets you manage your personal finances simply. FinWise includes budgeting, net-worth tracking, financial planning and forecasting, reports and insights, and more.
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    Workday Financial Management
    With intelligently automated financial processes and deeper insights, you can focus less on transaction processing and more on analysis and action. Businesses ebb and flow over time. Workday helps you remain agile and stay ahead of change with our flexible foundation. Adapt business processes while continuously tracking change as you go. Machine learning reduces friction by continuously detecting anomalies and making recommendations. This helps finance interpret and review results, while focusing on the areas of business that matter most. We deliver data to all corners of your organization, surfacing insight right when you need it. Stakeholders can see what’s driving the business and take action. Workday provides undefeatable electronic evidence. We document every transaction and change continuously, to help you proactively manage risk and monitor compliance.
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    Oracle Fusion Cloud Financials
    Oracle Fusion Cloud Financials is a comprehensive global financial management platform designed to automate and streamline business finance operations. It integrates core financial processes like payables, receivables, fixed assets, expenses, and financial reporting into a unified system, enabling real-time insights into the financial health of the business. By leveraging AI and machine learning, it enhances forecasting accuracy, automates accounting tasks, and accelerates financial close processes. Oracle Fusion Cloud Financials supports multiple currencies, languages, and accounting standards, making it an ideal solution for businesses with global operations.
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    Settle

    Settle

    Settle

    Settle is a unified platform designed to streamline financial and operational workflows for consumer packaged goods (CPG) brands. It offers tools for procurement, inventory management, accounts payable automation, and access to non-dilutive working capital. With features like automated purchase orders, real-time inventory tracking, and seamless integration with platforms such as QuickBooks and NetSuite, Settle enables brands to efficiently manage their supply chain and financial operations. The platform also provides transparent financing options with flexible repayment terms, supporting strategic growth without equity dilution. By consolidating these essential functions, Settle empowers CPG businesses to optimize cash flow, reduce manual tasks, and scale effectively.
    Starting Price: $149 per month
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    Planwhiz

    Planwhiz

    Planwhiz

    Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.
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    SAP S/4HANA
    SAP S/4HANA Intelligent ERP system for today’s business. Discover a truly modern ERP system with embedded AI and machine learning – available on premise, in a public or private cloud, or in a hybrid environment. SAP S/4HANA is a future-ready enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It transforms business processes with intelligent automation and runs on SAP HANA – a market-leading in-memory database that offers real-time processing speeds and a dramatically simplified data model. Choose and deploy from a wide range of SAP S/4HANA ERP capabilities – all of which leverage the latest technologies and intelligent automation to transform your business processes. Capabilities span lines of business, from finance, supply chain, and manufacturing to sales, distribution, and more.
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    OneAdvanced Financials
    OneAdvanced Financials is a financial management software solution designed to help organisations focus on strategy and performance. It brings clarity to complex financial operations by centralising accounting, planning, and reporting in one platform. Real-time analytics provide immediate insight into financial health, trends, and opportunities. Automation reduces manual tasks, improves accuracy, and frees finance teams to focus on higher-value work. The system includes robust features such as accounts payable, accounts receivable, asset management, and project costing. A flexible, composable user interface supports self-service and adapts to different user roles. OneAdvanced Financials enables smarter decision-making while keeping finances secure and well controlled.
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    Pitchable Analytics
    With our team of industry experts and our Pitchable Analytics solution, we give brands the edge they need in today's profit-centric retail environment. Use Pitchable Analytics to take control of your data, unlock insights that save real money, and reduce data-processing time by 90%. Employ Rodeo's sales management team to get your brand onto more retail shelves and into more baskets. Allow Rodeo's operations experts to streamline your backend processes, saving you time and money. Identifying the addressable market. Pricing and positioning analysis. Identifying key contacts and reviewing timelines. Build out the sales plan. Utilize distributor datasets, POs, and POS data (if available) to uncover velocity. Monthly plan updates and strategy calls. Pricing and promotional adjustments to grow velocity. Expand the map to grow PDFs. Rodeo is reinventing how better-for-you brands grow in retail.
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    Tailride

    Tailride

    Tailride

    Tailride is an AI-powered accounting automation tool that helps teams collect, organize, and process invoices and receipts with far less manual work. It connects to your email inboxes to detect billing documents and capture key fields automatically, and it also supports pulling invoices from online vendor portals using a Chrome extension (useful for services like Amazon and Meta Ads where invoices often live behind a login). Once captured, Tailride keeps your records cleaner with smarter document recognition and reduced duplicates, then syncs documents and data to the tools accountants already use—such as QuickBooks and Xero—so bills and expenses are ready for review instead of re-entry. The result is faster month-end, fewer missing invoices, and a more reliable source of truth for finance operations.
    Starting Price: $19/month
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    Agiliron

    Agiliron

    Agiliron

    Sell More in More Places. But Manage in One. Retail POS, Mobile POS, Phone Sales, B2C and B2B websites, eBay, Amazon, FBA, Google Shopping Actions, QuickBooks, EDI, ShipStation, BigCommerce, Magento, Shopify, WooCommerce, Zapier, Avalara, TaxCloud. Agiliron is redefining retail point of sale. With the Agiliron POS you can sell anywhere, at any time. At a tradeshow but don't have an internet connection? No problem, the Agiliron POS does not require an internet connection. Want your retail sales clerks to sell "on the floor?" No problem, the Agiliron POS is mobile enabled so you can sell in any setting. The AGILIRON Business Management Solution Suite encapsulates a variety of business processes as it relates to sales, operations, customers, accounting and other critical business functions. The following sections capture these processes into discrete modules that perform the various business functions.
    Starting Price: $99 per month
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    Amazon Rufus

    Amazon Rufus

    Amazon Rufus

    ​Rufus is Amazon's AI-powered shopping assistant integrated into the Amazon Shopping app and on Amazon.com, designed to assist customers in making informed purchase decisions by answering a variety of shopping-related questions. By tapping the Rufus icon or button, users can inquire about product details, receive comparisons, and obtain personalized recommendations, enhancing their overall shopping experience. Trained on Amazon's extensive product catalog, customer reviews, community Q&As, and information from across the web, Rufus delivers comprehensive and up-to-date responses to user queries. Additionally, Rufus offers features like price history tracking, allowing users to view product price trends over time, and aiding in identifying genuine deals during sales events. Rufus aims to provide a conversational shopping experience that saves time and helps users make more informed purchasing decisions. ​
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    fabric NEON
    fabric NEON is an agentic commerce platform built to help brands optimize their product catalogs for AI-driven search and discovery. It enables retailers to monitor how their products appear across AI engines like ChatGPT and Gemini. The platform analyzes catalog visibility, content depth, and intent alignment to identify optimization opportunities. With built-in monitoring, brands can benchmark performance using system and custom prompts. fabric NEON also accelerates product onboarding by enriching SKUs with intent-rich product data. Flexible integrations allow seamless activation across existing commerce stacks and data feeds. The result is faster time to market and improved conversion in AI-powered commerce channels.
    Starting Price: $500/month
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    commercetools

    commercetools

    commercetools

    Create amazing customer experiences with modern commerce. commercetools is the world’s leading commerce platform built on modern MACH principles (Microservices support, API first, Cloud native and Headless), allowing you to work with, not around, your commerce solution to tailor experiences to the exact needs of your business and its customers. Experience the freedom to develop using the world’s leading enterprise commerce platform. Take back control of how your commerce experience looks, feels and functions. Freedom to choose tools, features and functionality that fit your workflow and goals. Highly scalable and effortlessly handles even the largest traffic peaks. Tried and praised by many Fortune 500 B2B and B2C brands.
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    AdMove AI

    AdMove AI

    AdMove.ai

    High‑performing Shopify campaigns created & optimized by AI. AdMove is the easiest way to create, launch, and scale profitable social ads, without manual setup or daily optimizations. Connect your Shopify store and our AI Agents instantly pull your products to create on‑brand videos, static ads, UGCs, voiceovers, and ad copy for Meta, TikTok, Pinterest, and more. Publish in minutes, keep creatives fresh, and let campaigns optimize themselves. All on autopilot.
    Starting Price: $49/month
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    Tastewise

    Tastewise

    Tastewise

    AI-driven insights for innovative food and beverage brands, delivering real-time value to marketing, sales, and NPD teams. Using AI to turn billions of data points into solutions that grow your brand. From market research to foodservice sales and marketing, Tastewise has you covered. Tastewise collects billions of data points across social media, recipes, and menus to provide a complete view of how consumer needs drive food & beverage trends and give actionable answers to your questions. Discover new ingredients and dishes, understand consumer needs, and validate your ideas, all with beautiful, exportable data. Produce the recipes that increase consumption frequency and find the actual words your consumers are looking for. What used to take 3 days of research now takes 3 hours with Tastewise. Cut down prospecting time by identifying and prioritizing restaurants by cuisine, location, prices and more. Arm your sales team with the trend data they need to make the sale.
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    Cin7 Inventory Management
    Cin7 is a web based inventory system that helps businesses manage their inventory anywhere, in real time. Suitable for omni-channel retailers and wholesalers, Cin7 integrates cloud inventory, Point of Sale, warehouse management, B2B ecommerce, 3PL, and direct EDI, in one robust platform. Cin7 also features seamless integrations for Shopify, Magento, Xero, Amazon, Ebay and more.
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    LiveX AI

    LiveX AI

    LiveX AI

    LiveX AI delivers human-like, agentic AI assistants designed to increase retention, drive revenue growth, and reduce support costs for B2C and DTC brands. Its AI agents, available across chat, voice, email, search, QR codes, SMS, and in-app messaging, engage users empathetically to resolve issues, update accounts, recover carts, guide purchases, and even proactively prevent churn with personalized, real-time interactions. Supporting full customer journey coverage, from pre-sale assistance and onboarding to loyalty and support, these agents achieve up to a 35% reduction in churn and over 90% self-service resolution rates, turning customer experience into a scalable growth engine. The platform features omnichannel reach, fast deployment, enterprise-grade reliability, and integrations with tools like Zendesk, Shopify, HubSpot, Salesforce, and Google Cloud. LiveX AI also empowers human agents through real-time assistance.
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    Pensa

    Pensa

    Pensa Systems

    Pensa flags and reports on stockouts and predicts low stock. Real-time actionable data is collected faster, more frequently, with greater accuracy and at a lower cost. It can compare shelf performance of a major brand against a competitorfor stockouts, share of shelf and other shelf conditions impacting revenue. Understanding how consumers (or third-party pickers) are replacing your products in out-of-stock situations is critical to your incremental growth. Pensa’s continuous shelf signal provides you a view at scale of how real shoppers are making real choices about your brands and those of your competitors. Inaccuracies in POS and perpetual inventory data feeding your demand forecast models can lead to big problems downstream. Pensa’s real-time shelf signal shows true demand when combined with trailing indicators like POS data and will help correct inventory drift and errors to drastically improve the accuracy of your demand forecast.
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    Gorgias

    Gorgias

    Gorgias

    Gorgias offers the leading customer support solution for Shopify. On average, it decreases your first response times by 30% and automates up to 30% of your support tasks. Unlike any other solution, our powerful integration allows editing/refunding Shopify orders directly within Gorgias, auto-respond to customers' inquiries with templates response (macros) including Shopify variables. And obviously to manage all your customer interaction (Facebook messages, social media comments, chat, email, etc.) from one place
    Starting Price: $50.00/month
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    Nulogy

    Nulogy

    Nulogy

    Nulogy enables CPG brands and their external supply chain partners to bring products to market faster, with AI-driven, real-time visibility and collaboration capabilities. Work more effectively together with their external supply chain partners to get products to market faster. Unlock agility and profitability by digitally enabling their primary and secondary packaging operations. Leverage their contract packaging value-added services as a competitive differentiator to become a full-service supplier for their brand customers. Digitally transform their operations to manage the complexity of short-order runs, reduced lead times, and rising labor costs.
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    Envive

    Envive

    Envive

    Envive AI is an agentic revenue engine built to transform static online stores into dynamic, learning commerce ecosystems by deploying an ensemble of specialized AI agents that work together to guide shoppers, personalize search, and enrich product discovery in real time, all while maintaining brand voice, safety, and compliance. Its Sales Agent helps visitors find exactly what they need through natural language understanding and continuous learning from real shopper behavior, reducing confusion points and abandoned carts, while the Search Agent interprets complex queries like “durable under $100” and eliminates keyword guesswork to surface relevant products quickly. Envive also includes data enrichment that continuously repairs, structures, and enhances product catalogs so that agents can deliver accurate recommendations and support higher visibility across search and generative channels, improving shopper confidence and conversion.
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    Salesforce Agentforce Consumer Goods
    Consumer Goods Cloud is Salesforce’s industry-specific CRM platform built to help consumer goods companies drive profitable growth on a unified system. It connects sales, planning, retail execution, and service teams with shared data and embedded AI capabilities. Key account managers can improve forecasting accuracy, optimize trade promotions, and strengthen joint business planning with centralized customer insights. Field teams benefit from structured visit planning, mobile execution tools, and real-time retail performance visibility. Trade promotion management features provide calendar-based planning, funds tracking, and scenario modeling to maximize ROI. Service teams can streamline omni-channel case routing and deliver faster, more personalized support experiences. By bringing B2B and B2C data together on one platform, Consumer Goods Cloud enables brands to collaborate more effectively with retail partners and scale growth.
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    Finmark
    Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.
    Starting Price: $50 per month
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    Little Stream Software

    Little Stream Software

    Little Stream Software

    Little Stream Software specializes in developing Shopify applications that assist merchants in enhancing their stores through customer behavior analysis, focusing on customer segmentation, messaging, and loyalty. It provides comprehensive customer analysis for Consumer Packaged Goods (CPG) Shopify stores, offering metrics and growth advice to optimize loyalty and repeat customer funnels. Measure store-wide metrics and benchmark against the industry and yourself to find your strengths and gaps. Repeat Customer Insights will analyze your entire customer data and equip you with reports on what your most loyal and valuable customers do. More than that, it will give you clear and actionable advice on how to keep your existing customers loyal and how to turn more of your one-off customers into loyal, repeat customers. Run your data though the Insights System to perform deep analyses and comparisons.
    Starting Price: $59 per month
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    Modus Planning

    Modus Planning

    Modus Planning

    We provide the benefits of a platform while preserving the flexibility of a spreadsheet. Real-time, consistent, and scalable data architecture that answers your business questions quickly is achievable with Modus. A cloud-based platform is key when multiple departments need to collaborate and integrate data from across the business. With persistent change logs, snapshots, and notifications, you're no longer in the dark about how the forecast is changing. To create an ecosystem of applications that automate, optimize, and orchestrate how consumer brands' go to market. Every action in a brand is connected. To realize our vision, Modus needed to be designed to support every department. Point solutions for just one need don't have anywhere close to the same impact. With the sales plan impacting the demand plan, impacting the trade plan, you never miss a beat. Sales planning at the retailer level. Plan new item launches, promotions, discontinues, and costs of sales.
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    Mox

    Mox

    Esko

    For growing brands or small teams within a larger company, Mox is here to help you create content that connects your brand to your consumers. Mox is a cloud-based tool for product content that combines 3 tools into one: project management, digital proofing, and digital asset management. Consumers continue to gravitate towards fit-for-purpose products that meet both their functional needs and social responsibility interests. They tend to look for speciality brands that are considered honest, trustworthy, and transparent. eCommerce and social media have fundamentally transformed how people shop, giving emerging brands more visibility. As consumers buy from a greater variety of brands, across multiple categories, small consumer brands have a unique opportunity to gain greater market share.
    Starting Price: $95 per user per month
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    Vividly

    Vividly

    Vividly

    Vividly is the ultimate solution for food and beverage brands looking to improve their trade promotion. By adding clarity and insight into your trade metrics, Vividly empowers you to focus more on growth, and less on busy work. Simple interfaces and workflow allow your team to easily create, track, and manage their promotions, freeing up time to get out and sell. Seamlessly connect your promotions to your sales plan in real-time, integrating any data source, and handling the complexity of direct and indirect hierarchy with ease. By utilizing our patent pending features deductions scanning & matching, centrally house all deduction back-up and perform full-cycle reconciliation on any transaction housed within an ERP. Stop treating trade as the cost of doing business, but rather as thoughtful, purposeful investments. Clean datasets for revenue and trade increase visibility on where to take action and how to achieve your goals.
    Starting Price: $1,500 per month
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    EYE2

    EYE2

    eQuality

    Measure the performance of your brand on the shelf against other brands. Track your top performing subcategories, brands, and customers. Identify shelf share opportunities and monitor your shelf share against set targets. View pictures of your brands on shelf across all of your customers. Keep tabs on the availability of your SKUs across your sales channels. Identify recurrent out-of-stock SKUs and customers with low shelf stock availability. Monitor your availability by subcategory, brand, SKUs, and customers. Track your overall on and off-target SKU pricing shares in the market. Compare pricing to market average, set targets, and monthly trends. Identify pricing issues at customer sites and act on pricing compliance accordingly. Track the freshness of your stock in the market and actively resolve freshness issues identified at your customer sites. Identify freshness issues patterns in your channel to pre-empt overstock.
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    Vidra

    Vidra

    Vidra

    Sell ​​effortlessly, in-store and online! Grow your business, increase profits and recover valuable time. Sale, marketplace, payments and shipping in one platform. Create and grow your e-commerce business. Focus on what you like to do, we'll take care of the rest. Create your e-commerce, choose from the available themes, customize it and start selling immediately. Buy and print waybills for your orders in seconds. Multiply your earnings by easily managing sales on Amazon, ebay and many other marketplaces. Easily create an online store by choosing from the available themes. No technical and design knowledge required! Enable new sales channels, and multiply your earnings, easily sell on Amazon, ebay and many other marketplaces. With the comfort and security of not going over with sales. Manage all shipments of your sales channels from a single platform. Choose the best shipping price and save up to 70%. All without further contracts with the couriers.
    Starting Price: $27 per month
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    Circana

    Circana

    Circana

    Circana is a market research and analytics company that offers comprehensive insights into consumer behavior, combining big data, AI-powered visualization platforms, and expertise across more than 25 industries. The company's services include market tracking, forecasting, and analytics solutions, aiming to help businesses measure performance, predict future trends, and identify growth opportunities. Circana operates globally, serving clients in various sectors such as food and beverage, fashion, technology, and healthcare. With a focus on transforming complexity into clarity, Circana partners with brands to address business challenges and drive innovation.
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    ARPflow

    ARPflow

    ARPflow

    ARPflow is an AI-powered B2B SaaS platform designed to automate end-to-end deductions management, dispute resolution, and financial reconciliation tasks that traditionally require manual effort, enabling finance teams to ingest data from emails, vendor/retailer portals, and other sources, parse and classify documents and fields, reconcile accounts receivable and payable ledgers, surface exceptions, and manage disputes with audit trails and dashboards; its tools include a deductions scanner that cleans checks and memos into usable data, remittance-to-ERP mapping that produces ERP-ready CSVs, deduction classification with clean dashboards by type and retailer, and a promo and billback planner for finance, sales, and brokers, all with integration support for ERPs and collaboration tools to streamline workflows, accelerate cash application and month-end close, and reduce repetitive work through automated workflows and AI agents trained to replicate human decision-making at scale.
    Starting Price: $149 per month