Connect to Any Data Source and Create Your Single Source of Truth

IRIS CARBON integrates effortlessly with your data sources, such as, ERP, EPM and spreadsheets to create a single, connected source of truth—ensuring data integrity from the first entry to the final filing.

Unify Your Data Ecosystem

IRIS CARBON is designed to meet your data wherever it lives. It integrates with the industry-leading platforms your team uses every day, extracting the raw data needed to build a certified, single source of truth for your regulatory filings.

The foundational repository of your financial life. We connect to your ERP to ingest the definitive record of every business transaction. By pulling directly from the general ledger, we ensure that the “raw” financial truth remains intact from the moment of entry through to the final iXBRL tag.

The bridge between strategy and reporting. We integrate with your EPM to capture the high-level budgeting, forecasting, and financial planning data. This connection allows for a seamless transition from internal performance analysis to external regulatory disclosure, ensuring your narrative matches your numbers.

The source of non-financial and operational metrics. For modern disclosures, including ESG and segment reporting, your CRM provides vital data on customer demographics, sales pipelines, and regional performance. We unify this data with your financials to provide a comprehensive view of your organization’s health.

The hub for complex, multi-entity reporting. For global organizations, we connect to your consolidation software to capture the “final” set of eliminated and translated figures. This ensures that even the most complex group structures are reported with absolute accuracy across multiple jurisdictions.

The home of localized adjustments and narrative context. We recognize that critical reporting data often lives in offline spreadsheets and documents. Our platform allows you to securely ingest these local files, ensuring that final-mile adjustments and descriptive “Notes to Financial Statements” are never left out of the unified truth.

Significant Time Savings: Reclaim hundreds of hours by eliminating manual data consolidation. Automate the flow from ERP to final report and move from assembly to analysis in record time.
Consistent Narrative: Update once, reflect everywhere. Ensure your numbers and story are perfectly synchronized across PDFs, press releases, and iXBRL filings with bidirectional data linking.
Uncompromised Data Integrity: Maintain a "digital thread" from source to submission. Every data point remains traceable and immutable, providing absolute confidence in the fidelity of your disclosures.
No Manual Intervention: End the "copy-paste" era. Our seamless integrations remove the human touchpoints where errors thrive, creating a frictionless path from raw data to finalized filing.
Unparalleled Accuracy: Achieve "zero-error" status as your baseline. Combine automated validation with a single source of truth to ensure every calculation and tag is technically flawless.

Built for Seamless Integration: Connect effortlessly to your existing CFO tech stack through flexible, API-based integrations. Whether your data sits in ERP, EPM, CRM, or other systems, IRIS CARBON® ensures smooth, secure data flow without disrupting your current processes.
Connect Across Your Enterprise Systems: nect Across Your Enterprise Systems Integrate with leading platforms such as SAP, Oracle, Microsoft Dynamics 365, Workday, NetSuite, Salesforce, and more. Pull data directly from source systems and keep it continuously updated across your reports without manual intervention.
Create a Single Source of Truth: Bring together data from multiple systems into a centralized, controlled environment. With all your financial and non-financial data connected, your teams work from one consistent version of the truth, improving accuracy, transparency, and decision-making.

Speak with an IRIS CARBON® expert to discuss your specific needs.

Frequently Asked Questions (FAQs)

Which ERP and EPM systems does IRIS CARBON support?

We offer native connectivity and “plug-and-play” integration with all major financial platforms, including SAP, Oracle, Workday, Microsoft Dynamics, OneStream, and BlackLine. Additionally, our platform is data-agnostic, meaning we can ingest data from any system that exports to Excel, CSV, or PDF.

How does IRIS CARBON ensure data security during integration?

Security is built into our architecture. IRIS CARBON is SOC 1, SOC 2, and SOC 3 certified. All data is encrypted both at rest and in transit using enterprise-grade protocols. We also support Single Sign-On (SSO) and provide granular, role-based access controls to ensure only authorized personnel can interact with your sensitive financial data.

Will I need my IT team to set up the integration?

While we provide comprehensive documentation for your IT department, our integration process is designed for ease of use. Most connections can be established with minimal IT intervention. Our dedicated implementation team works alongside you to ensure a seamless “handshake” between your source systems and our platform.

What happens to my XBRL tags if I update numbers in my ERP?

Thanks to our bidirectional data linking, your tags remain intact. When you update a value at the source (like your ERP or Excel sheet), the change flows automatically to every instance in your report. The XBRL tags stay “pinned” to the data point, ensuring your compliance remains consistent even after last-minute adjustments.

Can IRIS CARBON handle data from multiple different sources in one report?

Yes. This is one of our core strengths. You can pull financial data from an ERP, forecasting data from an EPM, and narrative context from Word or Excel simultaneously. IRIS CARBON consolidates these disparate streams into a single source of truth, ensuring your final disclosure is a unified, accurate reflection of your entire organization.