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PS Financials

Full company profile

uuid002vo7y

Namestring
PS Financials
Legal namestring
IRIS Capital Limited
Websiteurl
psfinancials.com
Company typeenum
Private
Founded yearint
2001
Descriptiontext

PS Financials, now operating as IRIS Financials, is a UK-based software provider of unified ledger financial management solutions serving over 2,900 organisations. The company was founded in 2001 and is headquartered in Peterborough, operating under the legal entity IRIS Capital Limited (registered in Slough). It was acquired by IRIS Software Group and rebranded, with the product now sold as part of the IRIS Financials suite.

The core product is a cloud-based unified ledger financial management system that centralises data to provide real-time synchronisation across users and systems. Built-in capabilities include workflow automation with full audit trails, configurable reporting with unlimited user-defined fields and drill-down functionality, and a "Compatibility Commitment" that integrates with payroll, HR, asset management, CRM, eCommerce, and stock management systems. The product is sold in three forms: the core IRIS Financials platform, a specialised IRIS Financials Charity Edition built on 20+ years of charity sector experience, and IRIS Assets, an asset management and compliance add-on.

The business operates a subscription-based, enterprise field sales model with consultation-driven demos and quote-based pricing. Customer segments are primarily vertical-focused: schools and multi-academy trusts (Education), charities and not-for-profits (where the product claims a leadership position), and general businesses. The go-to-market leverages direct sales within the larger IRIS distribution network, supported by a multi-channel demand generation engine (events, webinars, case studies, social media, and content marketing). No specific revenue, funding, or financial metrics are publicly disclosed, and the company does not appear to have its own AI/ML product capability within the IRIS Financials product line.

Short descriptiontext

PS Financials (rebranded as IRIS Financials) provides cloud-based unified ledger financial management software to over 2,900 UK organisations, primarily schools, charities, and not-for-profits, as part of the IRIS Software Group portfolio.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersPeterborough, United Kingdom
HQ citystring
Peterborough
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial management software, cloud accounting software, charity accounting software, education finance software, unified ledger system
Industry1 code
1Core ERP Suites (Financials, Procurement, Projects)
CodeHDAEAEAAPrimaryYes
SIC code1 code
  • Services-Computer Programming, Data Processing, Etc.7370
Product category
Financial Management Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Software Subscription
TypeSubscription Recurring
Description

Cloud-based software delivered as a subscription service. Sold as part of the IRIS Financials suite (formerly PS Financials) with optional add-ons including IRIS Assets for asset management.

iris.co.uk
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 2 records shown
1IRIS Financials Charity Edition
Description

Specialised edition of IRIS Financials designed for charities and not-for-profit organisations with sector-specific features and compliance requirements

iris.co.uk
+1 more record
Core offering1 text field

PS Financials (now IRIS Financials) provides cloud-based financial management software built on a unified ledger system that delivers real-time data synchronisation, configurable workflow automation, and a powerful reporting engine with drill-down capabilities. The core product is extended by a Charity Edition for not-for-profits and an integrated IRIS Assets module for asset management and compliance, all designed to integrate with existing payroll, HR, CRM, eCommerce and stock management systems.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • Reduced period-end workload through full drill-down capability without ledger transfers
+2 more records
Product overview1 text field

IRIS Financials (formerly PS Financials) is a unified ledger financial management system offered as part of the IRIS Software Group portfolio. The platform consists of a core financial management product supplemented by specialized editions and integrated modules. IRIS Financials serves as the foundational system, while IRIS Financials Charity Edition provides sector-specific functionality for charities and not-for-profits. IRIS Assets adds asset management and compliance tracking capabilities. The products are designed to integrate with each other, with 'all your data in one place' being a key value proposition. The platform emphasizes compatibility with third-party applications including payroll, HR, CRM, eCommerce, and stock management systems.

Product and service3 records
1IRIS Financials
CategoryFinancial Management Software
Description

Cloud-based unified ledger financial management system that scales with organisations, offering real-time data synchronisation, configurable workflows, automated financial processes and powerful reporting with drill-down across multiple user-defined fields. Targeted at organisations including charities, schools and trusts, and general businesses.

2IRIS Financials Charity Edition
CategoryCharity Financial Management Software
Description

Specialised version of IRIS Financials tailored for charities and not-for-profit organisations, addressing sector-specific financial management, reporting and regulatory compliance requirements.

3IRIS Assets
CategoryAsset Management Software
Description

Asset management and compliance software enabling centralised tracking of organisational assets and statutory compliance across single or multiple locations, accessible from any device, and integrated with the IRIS Financials suite.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1IRIS Assets
Strategic tierCoreTypeTechnology or Integration
Description

IRIS Assets is an asset management and compliance product that works hand-in-hand with the IRIS Financials suite. Both products are part of the IRIS Software Group portfolio, with all data centralised in one place.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

PS Financials

Financial Management Softwarepsfinancials.com

PS Financials (rebranded as IRIS Financials) provides cloud-based unified ledger financial management software to over 2,900 UK organisations, primarily schools, charities, and not-for-profits, as part of the IRIS Software Group portfolio.

What PS Financials does

PS Financials, now operating as IRIS Financials, is a UK-based software provider of unified ledger financial management solutions serving over 2,900 organisations. The company was founded in 2001 and is headquartered in Peterborough, operating under the legal entity IRIS Capital Limited (registered in Slough). It was acquired by IRIS Software Group and rebranded, with the product now sold as part of the IRIS Financials suite.

The core product is a cloud-based unified ledger financial management system that centralises data to provide real-time synchronisation across users and systems. Built-in capabilities include workflow automation with full audit trails, configurable reporting with unlimited user-defined fields and drill-down functionality, and a "Compatibility Commitment" that integrates with payroll, HR, asset management, CRM, eCommerce, and stock management systems. The product is sold in three forms: the core IRIS Financials platform, a specialised IRIS Financials Charity Edition built on 20+ years of charity sector experience, and IRIS Assets, an asset management and compliance add-on.

The business operates a subscription-based, enterprise field sales model with consultation-driven demos and quote-based pricing. Customer segments are primarily vertical-focused: schools and multi-academy trusts (Education), charities and not-for-profits (where the product claims a leadership position), and general businesses. The go-to-market leverages direct sales within the larger IRIS distribution network, supported by a multi-channel demand generation engine (events, webinars, case studies, social media, and content marketing). No specific revenue, funding, or financial metrics are publicly disclosed, and the company does not appear to have its own AI/ML product capability within the IRIS Financials product line.

PS Financials firmographics

Firmographics
Name
PS Financials
Legal name
IRIS Capital Limited
Website
https://psfinancials.com
Company type
Private
Founded year
2001
Operating status
Operating
Headcount range
101–250 employees
Short description
PS Financials (rebranded as IRIS Financials) provides cloud-based unified ledger financial management software to over 2,900 UK organisations, primarily schools, charities, and not-for-profits, as part of the IRIS Software Group portfolio.
Ownership category
akta.pro rank

PS Financials industry classification

Industry
Product category
Financial Management Software
SIC
Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro primary industry
Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

  • Financial management software
  • Cloud accounting software
  • Charity accounting software
  • Education finance software
  • Unified ledger system

Where PS Financials is headquartered

Location

Headquarters

HQ city
Peterborough
HQ country
United Kingdom
HQ region
Europe

Offices1 record

Markets served

PS Financials business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

  1. Software Subscription: Cloud-based software delivered as a subscription service. Sold as part of the IRIS Financials suite (formerly PS Financials) with optional add-ons including IRIS Assets for asset management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

PS Financials product offering

Product offering

Core offering

PS Financials (now IRIS Financials) provides cloud-based financial management software built on a unified ledger system that delivers real-time data synchronisation, configurable workflow automation, and a powerful reporting engine with drill-down capabilities. The core product is extended by a Charity Edition for not-for-profits and an integrated IRIS Assets module for asset management and compliance, all designed to integrate with existing payroll, HR, CRM, eCommerce and stock management systems.

Product overview

IRIS Financials (formerly PS Financials) is a unified ledger financial management system offered as part of the IRIS Software Group portfolio. The platform consists of a core financial management product supplemented by specialized editions and integrated modules. IRIS Financials serves as the foundational system, while IRIS Financials Charity Edition provides sector-specific functionality for charities and not-for-profits. IRIS Assets adds asset management and compliance tracking capabilities. The products are designed to integrate with each other, with 'all your data in one place' being a key value proposition. The platform emphasizes compatibility with third-party applications including payroll, HR, CRM, eCommerce, and stock management systems.

Differentiator

Problem solved

Functional benefit

Brands

  • IRIS Financials Charity Edition: Specialised edition of IRIS Financials designed for charities and not-for-profit organisations with sector-specific features and compliance requirements
  • IRIS Assets

Products and services

  • IRIS Financials Cloud-based unified ledger financial management system that scales with organisations, offering real-time data synchronisation, configurable workflows, automated financial processes and powerful reporting with drill-down across multiple user-defined fields. Targeted at organisations including charities, schools and trusts, and general businesses.
  • IRIS Financials Charity Edition Specialised version of IRIS Financials tailored for charities and not-for-profit organisations, addressing sector-specific financial management, reporting and regulatory compliance requirements.
  • IRIS Assets Asset management and compliance software enabling centralised tracking of organisational assets and statutory compliance across single or multiple locations, accessible from any device, and integrated with the IRIS Financials suite.

Quantifiable outcome

  • Reduced period-end workload through full drill-down capability without ledger transfers
  • +2 more outcomes

Companies that use PS Financials

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

PS Financials technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

PS Financials partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • IRIS AssetscoreTechnology or IntegrationIRIS Assets is an asset management and compliance product that works hand-in-hand with the IRIS Financials suite. Both products are part of the IRIS Software Group portfolio, with all data centralised in one place.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

PS Financials competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

PS Financials social profiles

Digital presence

PS Financials financial estimates

Financial estimate

Revenue estimate

Valuation estimate

PS Financials leadership team

Management profile

Number of profiles

Profiles2 records

PS Financials funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

PS Financials M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PS Financials

What does PS Financials do?

PS Financials (now IRIS Financials) provides cloud-based financial management software built on a unified ledger system that delivers real-time data synchronisation, configurable workflow automation, and a powerful reporting engine with drill-down capabilities. The core product is extended by a Charity Edition for not-for-profits and an integrated IRIS Assets module for asset management and compliance, all designed to integrate with existing payroll, HR, CRM, eCommerce and stock management systems.

When was PS Financials founded?

PS Financials was founded in 2001. It employs 101 to 250 people.

Where is PS Financials based?

PS Financials is headquartered in Peterborough, United Kingdom, in the Europe region.

How does PS Financials make money?

One revenue line is on record: software Subscription.

Does PS Financials have an API?

No public API is recorded for PS Financials.

What industry is PS Financials in?

PS Financials's product category is Financial Management Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects). Its SIC code is 7370.

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