Strategic Insights Delivered Automatically Every Month
AI-generated monthly reports that highlight key trends, opportunities, and risks—delivering CFO-level insights without the CFO price tag.
See Iris Insights Reports in Action
Watch how Iris Insights Reports transforms financial management
How It Helps Your Small Business Clients
6 powerful ways Iris Insights Reports drives value
Automated Monthly Delivery
Reports generated and delivered automatically on the 1st of each month—no manual work required from you or your team.
Key Insights Highlighted
AI identifies the 5-7 most important trends, opportunities, and risks—not a data dump, but curated strategic insights.
Trend Analysis
Compares current month to previous periods and identifies significant changes—catches issues and opportunities early.
Action Recommendations
Every insight includes specific recommended actions—not just problems, but solutions your clients can implement.
Client-Ready Format
Professionally formatted reports you can send directly to clients or customize with your branding—white-label ready.
Performance Metrics
Includes KPI summary, BizViz Score, cash runway, and other critical metrics—comprehensive monthly business health check.
Inside Iris Insights Reports
See the interface that makes it all possible
Main Dashboard
Real-time overview with key metrics
Detailed Analytics
Deep-dive insights and trends
AI Recommendations
Actionable insights and next steps
Mobile Experience
Full access on any device
Real Success Stories
How businesses are using Iris Insights Reports to drive results
Accounting firm delivers monthly strategic reports to 30 clients without extra work
CFO service provider differentiates with AI-powered insights competitors can't match
Bookkeeper upgraded to advisory services and increased client fees 40%