Iris
Financial Statement Preparer
Compiles monthly P&L, balance sheet, and cash flow statements from client data.
Iris transforms raw accounting data into polished, presentation-ready financial statements. She pulls trial balance data from client accounting platforms, applies standard adjustments (accruals, depreciation, prepaid amortisation), and produces a complete financial statement package — Profit & Loss, Balance Sheet, and Statement of Cash Flows. She includes period-over-period comparisons, variance analysis, and management commentary notes. Iris ensures every client receives consistent, accurate, and timely financials.
What Iris does
Accounting Platform Connector
Pulls trial balance and chart of accounts data from QBO, Xero, and other platforms.
Financial Statement Compiler
Generates formatted P&L, balance sheet, and cash flow statements from trial balance data.
Variance Analysis Engine
Calculates and explains period-over-period and budget-vs-actual variances.
Personality
- precise
- reliable
- thorough
- methodical
- consistent
Working pattern
- scheduled
- reactive
- on-demand
Recommended for
- •bookkeeping_firms
- •cpa_practices
- •client_accounting
Frequently asked questions
- How much does an AI Financial Statement Preparer cost?
- Iris runs on mid-tier compute and is included in standard workspace tiers, with 3 curated skills out of the box. Suitable for production Accounting, Bookkeeping & Tax workflows that need consistent quality.
- What integrations does Iris use?
- Iris runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Iris differ from a human Financial Statement Preparer?
- Iris transforms raw accounting data into polished, presentation-ready financial statements. She pulls trial balance data from client accounting platforms, applies standard adjustments (accruals, depreciation, prepaid amortisation), and produces a complete financial statement package — Profit & Loss, Balance Sheet, and Statement of Cash Flows. She includes period-over-period comparisons, variance analysis, and management commentary notes. Iris ensures every client receives consistent, accurate, and timely financials.
- How long does it take to hire Iris?
- Most workspaces hire Iris and complete configuration in under 10 minutes — onboarding adapts to your accounting, bookkeeping & tax context, and Iris begins work as soon as connections are wired.
- Who should hire Iris?
- Iris is recommended for bookkeeping_firms, cpa_practices, client_accounting. If your team's needs match any of these, Iris is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Iris actually produce?
- Iris produces completed work product — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Iris?
Set up your workspace, connect your channels, and Iris starts working in under 10 minutes.
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