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Description
Iris Finance is an AI-native FP&A platform that replaces spreadsheet-based financial reporting for consumer brands and product-based businesses.
The core problem it solves: by the time most brands get their monthly financials, the data is already 2–4 weeks stale. Decisions get made on gut feel or delayed reports that don't account for Amazon fees, ad spend, returns, or 3PL costs eating into margin.
Iris fixes this by ingesting data in real time from Shopify, Amazon, QuickBooks, NetSuite, Xero, Meta Ads, Google Ads, TikTok Ads, payroll systems, and banking, then surfacing true profitability broken down by channel, SKU, and cost center. No manual exports. No reconciliation lag.
Core capabilities:
Live P&L tracking updated daily, not monthly
Gross margin and contribution margin by SKU and sales channel
AI-driven cash flow forecasting and scenario planning
Automated reporting that replaces manual spreadsheet builds
Benchmarking against comparable brands by revenue tier
Built for operators at $1M–$500M consumer brands - founders, CEOs, and finance leads who need CFO-level visibility without the CFO headcount. Particularly useful for brands scaling across multiple channels simultaneously where blended reporting masks where money is actually being made or lost.
Description
LiveX AI offers sophisticated AI assistants that mimic human interactions, aiming to enhance customer retention, stimulate revenue enhancement, and lower support costs for B2C and DTC brands. These AI agents, accessible through various channels such as chat, voice, email, search, QR codes, SMS, and in-app messaging, engage with users in a compassionate manner to address concerns, update their accounts, recover abandoned carts, facilitate purchases, and even take proactive measures to prevent customer churn through tailored, immediate interactions. By covering the entire customer journey—from initial sales support and onboarding to loyalty and ongoing assistance—these agents can result in as much as a 35% decline in churn rates and achieve over 90% in self-service resolution effectiveness, thus transforming customer experience into a powerful growth catalyst. The platform boasts omnichannel capabilities, rapid implementation, dependable enterprise-level performance, and compatibility with various tools including Zendesk, Shopify, HubSpot, Salesforce, and Google Cloud. Furthermore, LiveX AI enhances the capabilities of human agents by providing them with real-time support during customer interactions, ensuring a seamless blend of AI efficiency and human empathy. This innovative approach not only streamlines operations but also fosters a more engaging and supportive environment for customers.
API Access
Has API
API Access
Has API
Integrations
Shopify
Amazon Web Services (AWS)
BILL
Google Ads
Google Cloud Platform
HubSpot CRM
Intercom
Meta AI
NetSuite
Plaid
Integrations
Shopify
Amazon Web Services (AWS)
BILL
Google Ads
Google Cloud Platform
HubSpot CRM
Intercom
Meta AI
NetSuite
Plaid
Pricing Details
$2,000/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Iris Finance
Founded
2023
Country
United States
Website
www.irisfinance.co
Vendor Details
Company Name
LiveX AI
Founded
2023
Country
United States
Website
www.livex.ai/
Product Features
CPG
Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion
eCommerce
CRM
Catalog Management
Channel Management
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
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management