Key indicators dashboard - see key risks in seconds

The dashboard gives you a quick and easy overview of your financial performance. Laid out simply and cleanly you can spot risks before they become an issue.

You can customise your dashboard and stay focused only on the indicators that matter most to you. 


Monthly, weekly & daily cashflow forecasts

Colour coded graphs and drill down capability help you understand in an instant what your short and longer term cashflow position is.

  • Identify risks and address them quickly
  • Clean, straightforward layout

Table view lets you drill down on figures for complete clarity on the basis of cashflow calculations


Powerful 'What If' modelling feature -  make informed decisions 

IRIS Insight powerful 'What If'  tool helps you to see the impact of changes on your business . If customers are taking longer to pay, costs are increasing or you want to expand - the what if tool will help you see the impact.

  • Aid decision making in line with your objectives
  • See the cashflow impact of changing business conditions… instantly
  • Add and edit multiple business scenarios  


Save time producing robust financial forecasts

Produce fully integrated  profit and loss, balance sheet and cashflow forecasts easily.  No more battling with spreadsheets!

  • Customisable to meet the needs of your industry or sector
  • Handles all main UK VAT codes
  • Forecast PAYE & VAT  payment 


Track performance

Create financial forecasts in minutes, import historical data from your accounting system – forecasting and tracking has never been this easy.

  • Import data from your Kashflow or Xero accounting system
  • Compare actual performance against forecast – multiple forecasts supported
  • Mix actual and forecast data to provide management account reports and robust projections for the year 


Reporting and analysis

Produce a wide range of reports on the up to date financial position of your business. IRIS Insight also produces professional reports to meet the needs of banks, investors and other potential funders.




Work online with your team and advisers. IRIS Insight is cloud based so you can share data and collaborate with your team and your investors in real time. No need for different spreadsheet versions being passed around.