Why Most CPG Brands Don't Know Their Numbers Until It's Too Late
A bookkeeping function that runs on autopilot and a founder's spare hours creates the same result every month: a close that's late, a chart of accounts nobody trusts, and decisions made on numbers that are already stale.
Reconciliation gets picked up whenever there's time for it, which means the close date moves every month. By the time the P&L is final, the decisions that needed it were already made without it.
A COA Built for a Smaller Business
Most brands are still running the chart of accounts they set up in year one. Add a wholesale channel, a second warehouse, or a new SKU line and it stops mapping to how the business actually makes money.
Manual Payroll & Bills
Someone has to catch the invoice that's about to be paid twice, or the payroll run that's missing a new hire. When that someone is a founder checking it between everything else, things get missed.
The Full Bookkeeping Function, Run for You
From the close to the chart of accounts to payroll, Iris runs the mechanics of your books and connects every number directly into your financial model. Nothing sits in a separate system waiting to be reconciled by hand.
Managed Month-End Close
Iris reconciles every channel, payout, and account down to the transaction and closes the books on a fixed schedule you can actually plan around. No more "we'll have numbers by the 15th, maybe."
Full close cycle managed end to end, on a set calendar
Every transaction reconciled and traceable to its source
Clean, audit-ready books handed off at year-end
Chart of Accounts & Platform Migrations
Iris builds and maintains a chart of accounts structured around how a multi-channel consumer brand actually sells, and manages the full migration when you outgrow one accounting platform and move to another.
Chart of accounts built for multi-channel CPG, not a generic template
Full migration support across QuickBooks, Xero, and NetSuite
Historical data mapped forward, nothing lost in the switch
Controller Services & Payroll
Iris manages accounts payable and bill pay directly, and runs payroll through Gusto or Rippling, including payroll tax filing. A controller reviews the work before it goes out, not after something's already wrong.
AP management and bill pay handled on your behalf
Payroll processing and tax filing through Gusto or Rippling
Controller-level review on every payment and every run
Financial Model, FP&A & CFO Advisory
Every close, payroll run, and reconciled transaction feeds directly into your financial model, so the model stays current instead of going stale the week after it's built. Iris pairs that with CFO-level advisory, including tax planning, so the plan and the numbers are never out of sync.
Financial model kept current automatically, no manual roll-forward
Ongoing FP&A support: budgeting, forecasting, variance review
CFO advisory and tax planning built on your actual books
Hand off the close, the bill pay, and the payroll run. Get back the hours you're currently spending being your own bookkeeper.
Brands Outgrowing Their Current Setup
Moving from QuickBooks to NetSuite, or adding a second entity? Iris manages the migration and rebuilds the chart of accounts to match where the business is actually headed.
Teams Ready for a Real Finance Function
Get controller-level oversight, a model that's always current, and CFO advisory in one function, instead of stitching together a bookkeeper, a spreadsheet, and a fractional CFO who each see a different slice of the business.
"I’m obsessed with Iris Finance . In a matter of a week, it went from "I'll try it out" to "How did I ever live without this?" Iris has become an essential tool in the stack at Allermi, giving me a crystal-clear, real-time read on our entire financial picture."
CEO, Allermi
“Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day.”
Founder, Ramp Health
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FAQ's
Does Iris file our taxes?
Can Iris move us off our current accounting platform?
Who actually does the bookkeeping work — software or people?
How is this different from Iris FP&A alone?
What accounting systems does this work with?
