IRIS Insight – Easily provides the plans, reports and advice your clients value

Accountants can provide more advisory services including cashflow management, business health checks, Finance Director services, assistance in funding applications, and tax planning to name a few.
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Platform for Business Success

IRIS Insight is a comprehensive forecasting solution that includes profit and loss, balance sheet and cash flow forecasts with the added benefit of a powerful what-if analysis tool.

Prepare business plans and investment cases, helping clients report to investors and secure new funding to grow the business.

The Accountants Portal allows practices to keep clients’ forecasts and cashflow planning scenarios in one place, easily switching from client to client – saving hours of time.
  • Providing records and investigating historic performance.
  • Identifying future problems and challenges.
  • Reporting on the impact of any potential changes.
  • Integrates with KashFlow, Xero and other bookkeeping solutions.
  • Create P&L, balance sheets and cashflow forecasts in minutes.
Call now to speak to an advisor 0344 844 9644


Generate forecasts for profit and loss, balance sheet, and daily, weekly and monthly cash flow.

Create a forecast using actuals from KashFlow, Xero and other bookkeeping solutions.

Model and overlay different scenarios using the what-if analysis tool.

Produce a wide range of reports on the up to date financial position of the business.

Key Features

Key indicators dashboard

The dashboard gives a quick and easy overview of financial performance. Laid out simply and cleanly it’s easy to spot risks before they become an issue.

Make informed decisions

Business advisers can use the powerful what-if function to model the impact of business changes in seconds, helping to make informed business decisions. See the impact of potential decisions in seconds, make informed choices and ensure you always stay on top of your cash flow.

Identify problems early

Create profit and loss, balance sheet and cash flow forecasts quickly and easily. The reports produced by IRIS Insight clearly presents data and highlights where critical problems will occur.

Differentiate your practice

With ever-increasing competition and fee pressure for compliance work, providing added-value services is becoming more important to clients. IRIS Insight helps you retain existing clients and attract new ones by providing a platform for offering advisory services.

Pricing plans

Prices shown exclude VAT.


How it works

  • Begin with your 14 day free trial
  • Simple two-step sign-up process
  • Price is for unlimited users
  • Choice of monthly or annual payment
  • Support on hand to help
  • Login on any device, anywhere in the world
  • All major card providers accepted
  • If you are looking for a larger, custom plan, then please contact us

Keen to get started?

Start your free trial today


  • How do I buy this software?

    Speak to us today about how you can get started with IRIS. Call 0344 844 9644 to discuss your requirements; we’ll help you get started.

  • Is this software compliant?

    Assurance and compliance are the primary services of any firm, practice, business or organisation. We understand that you rely on software solutions to get it right, every time – no compromise. Speak to us and find out why IRIS are the leaders in compliant software; call 0344 844 9644.

  • How do I find support for this software?

    We have a dedicated support section on this website. We also have live chat and a dedicated support telephone number: Support contact numbers.