Iris Financial

Complete Financial Management
Built for Your Industry

From bank syncing and invoicing to budgets, reports, and team collaboration — everything you need to run your business finances with confidence.

No credit card required • Free tier available

Everything You Need in One Place

Powerful features that work together seamlessly

Bank Sync via Plaid

Connect your bank accounts and automatically import transactions. Categorize them with IRS-mapped categories.

Professional Invoicing

Create branded invoices with QR codes, send them by email, track views, and record payments — all in one flow.

Budget Planning

Spreadsheet-style budgets connected to your actual data. Import, clone, and compare budget vs. actual.

Financial Reports

P&L, Cash Flow, Expense by Category, and Income Summary — all with bi-currency views and export options.

Multi-Currency & Bilingual

Work in multiple currencies with automatic conversion. Full English and French language support.

Team Management

Invite team members with Admin, Member, or Viewer roles. Approval workflows keep everyone accountable.

Payment Links

Create and share payment links so clients can pay you instantly from anywhere — no bank details needed.

Client Portal

Give your clients their own portal to view invoices, track payments, and download receipts.

Built-in Tools

Calculator, unit converter, and email messaging tools — all accessible from your dashboard.

Built for Your Industry

Pre-configured solutions that adapt to the way you work

Churches & Nonprofits

Faithful stewardship with modern tools

Donor management with giving histories
Donation tracking by fund (General, Building, Mission)
Fund allocation and balance tracking
IRS 990 tax form generation
Year-end giving statements
Category mapping to IRS line items
🍽️

Restaurants & Hospitality

From kitchen to cash flow

Ingredient tracking with real-time costs
Recipe costing with cost-per-serving
Supplier management & purchase orders
Built-in POS / countertop system
Payroll tracking with approval workflows
Food cost % and labor ratio reports
🔧

Auto Repair & Service Shops

Under the hood of your finances

Vehicle tracking with service history
Work orders with labor & parts markup
Parts inventory management
Work order to invoice conversion
Customer portal for estimates & payments
Revenue by service type reporting
🥖

Bakeries & Food Business

Every batch, every dollar

Ingredient tracking down to the gram
Recipe builder with cost-per-unit
Production batch planning & scheduling
POS / cash register system
Buyer loyalty cards
Reseller portal for wholesale

See How We Compare

More features, lower cost, industry-specific

FeatureIris Financial
($79/mo)
QuickBooks
($115/mo)
Xero
($90/mo)
FreshBooks
($65/mo)
Industry-Specific Tools
Bilingual (EN/FR)
Multi-Currency
Bank Sync3 accountsUnlimitedUnlimitedUnlimited
Multi-OrganizationIncludedExtra $Extra $
Team Collaboration5 users5 usersUnlimited*Unlimited*
Budget TemplatesAdvanced tierLimited
Client Portal
Built-in POS
Monthly Price$79$115$90$65

Simple, Transparent Pricing

Start free. Upgrade as you grow.

Starter

$0

Free forever

Basic

$39

/month

Professional

$79

/month

Business

$129

/month

Enterprise

Custom

Contact sales

Ready to Transform Your Finances?

Join thousands of businesses managing their finances with Iris Financial.

No credit card required • Free tier available