See your business through one intelligent Command Centre—tracking cash, debtors, suppliers, payment commitments and forecasts in real time.
See sales performance and identify debtor risks—who owes you—live, chase payments
directly and recover missed costs as approved customer recharges.
Identify supplier risks – overdue, missing invoices, supplier variances and reconciliation issues before they impact your financial results.
Multi-currency payment runs with per-supplier approvals and remittance advice—move any invoice between months and watch your cash position update instantly.
Connect your Xero. See PersoFi work on your real numbers.
We’re confident that once you connect, you’ll see exactly what PersoFi can do — with your own data, not a demo.
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PersoFi complements—not replaces—your existing finance systems.
We connect the applications you already use, transforming financial and operational data into personalised intelligence, recommendations and actions.
Built on Xero, Excel, Outlook, Gmail and Wise—with additional ecosystem integrations continually being added.
Designed by a CFO for finance teams.
Every business operates differently. PersoFi connects your financial and operational data to create a single, intelligent view of your business. By bringing together accounting, payments, customers, suppliers and operational activity, PersoFi delivers the visibility, recommendations and actions finance teams need to make faster, more informed decisions and improve business performance.
Every PersoFi implementation is a finance transformation—modernising the way finance teams see, manage and act on their business.
Finance is evolving from reporting on the past to driving better decisions for the future.
PersoFi combines financial and operational intelligence with AI-powered insights, recommendations and actions—helping finance teams gain greater visibility, strengthen control and respond with confidence.
PersoFi was created by a CFO who experienced first-hand the challenges of running a modern finance function.
Like many businesses, we had accounting systems, spreadsheets, reporting tools and dashboards. But despite having more data than ever, we still lacked the visibility, recommendations and confidence needed to make the best financial decisions.
We realised a simple truth:
By connecting finance with operations, PersoFi transforms fragmented data into personalised insights, intelligent recommendations and actionable workflows. The result is better visibility, stronger financial control and faster, more informed decision-making.
Designed by a CFO for finance teams, PersoFi helps businesses modernise finance without replacing the systems they already trust.
Real-time cash position, expected collections, upcoming payments and a rolling 3-month treasury outlook — so forecasting stops being a spreadsheet exercise and starts being a live answer.
Verify supplier information, surface missing invoices, reconcile statements automatically, and recover cost recharges that would otherwise leak straight off your margin.
Build accurate multi-currency payment runs, prioritise by cash impact, and execute directly through modern banking rails — with every approval still in human hands.
Management accounts, cash flow forecasts and financial reporting built on data you’ve already verified — not numbers you’re hoping are right.
What is our cash position today and forecast to month end?
Connect your Xero organisation and PersoFi will show you your cash position, data quality, and automation opportunities live — not a demo, your numbers.
✓ Free ✓ Takes less than 2 minutes ✓ Secure read-only access
Here’s what you’ll see:
