IRIS Insight

Learn more about IRIS Insight

IRIS Insight enables business advisers to provide high-value advice to clients using the insight locked away in their data.
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Business adviser platform

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. With IRIS Insight, you can also build and publish business plans and investment cases, helping you to report to investors and secure new funding to grow your business. Integrate IRIS Insight with your KashFlow or Xero account or import an Excel sheet to see what Insight can do for your firm or your clients’ business. With IRIS Insight, advisers can help clients make smarter business decisions by:
  • Providing records and investigating historic performance
  • Identifying future problems and challenges
  • Helping to find and create solutions
  • Reporting on the impact of any potential changes
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 and other bookkeeping solutions

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

Generate management reports with graphical representation of the data and share them with your clients using IRIS OpenSpace

Key Features

Grow advisory services

Help your clients plan their businesses more effectively and quickly identify any obstacles they may face. IRIS Insight provides a platform for providing advisory services, such as cash flow planning, tax planning and virtual Finance Director services.

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.

Make informed decisions

Advisers can use the powerful what-if function to model the impact of business changes in seconds, helping you 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.

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.

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  • 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.

  • 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 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.