Connect your Xero and see your position. Not a sample. Not a walkthrough. Your actual business, from the first reading.
Built by a CFO. Works alongside Xero. AI-powered. Human-controlled.
PersoFi gives different people the information and tools they need to do their jobs better.
See what’s changed and what needs your call, without living in Xero or spreadsheets. PersoFi puts cash, sales, debtors and payments in one view — on your phone if you want it — and answers plain-language questions grounded in your real numbers.
Sharper visibility, control and execution across the finance function — numbers you can trust, exceptions surfaced before month-end, and reporting ready the moment the board asks.
Reconcile, investigate and resolve with structured workflows — supplier statements matched, exceptions flagged, debtor follow-ups and payment runs drafted and ready for you to send.
Connect projects, properties, assets, stock and margins back to the financial picture — whatever drives your business. See which projects, service lines or properties are creating value, and where costs or recharges are falling through the cracks before they show up as a write-off.
Deliver CFO-level visibility and control across every client, on one repeatable platform — without rebuilding the same spreadsheet model business by business.
Give clients a CFO-level platform for cash, debtors, suppliers and payments, and unlock more advisory value across your book — without more billable hours per client.
PersoFi spots what needs attention and gets the next steps ready for you.
PersoFi spots the pressure and lays out your payment options. You review, approve or hold off.
PersoFi drafts the follow-up. You review and send.
PersoFi matches the statement, flags the exception and drafts the email in Outlook. You review, edit and send.
PersoFi gets the payment run and supporting workflow ready. You review and approve.
Our four Core connected modules put that loop to work across your business:
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 action.
Built on Xero, Excel, Outlook, Gmail and Wise — with additional ecosystem integrations continually being added.
Now in Alpha — available to a limited set of businesses as we refine it.
Owners and CEOs shouldn’t have to live in accounting software, spreadsheets or management reports.
PersoFi brings the important stuff straight to your phone.
See cash, sales, debtors, payments, performance and the issues that need attention.
Then ask the questions that matter:
“What needs my attention today?” “Why is cash dropping?” “How are sales tracking?” “Who should we chase?” “What payments can we hold off on?” “What changed since yesterday?”
PersoFi is being shaped in real businesses dealing with real financial and operational complexity.
What we learn makes the platform better.
But every business is different.
PersoFi can be personalised around the information, workflows, roles and operational complexity that matter to your business.
Better visibility, control and execution across cash, debtors, suppliers and payments.
Connect your Xero organisation and we’ll show you PersoFi using your actual financial information.
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