Nice to meet you
I’m Jeffrey Levine, founder of PERSOFI—which stands for Personal Financial Services. With a decades-long career as a CFO in SMEs across multiple countries and industries, I’ve seen firsthand how financial management can make or break a business. I’m on a mission to help SMEs leverage AI-powered accounting solutions to streamline their finances, improve cash flow, and unlock growth opportunities.
Why PERSOFI?
Accounting has long been stuck in outdated, manual processes. While many businesses have moved to cloud-based solutions, the real game-changer is AI. We’ve reached a critical mass where AI-driven tools can assist in automating invoice processing, optimizing collections, and providing real-time financial insights.
With my extensive hands-on experience in finance, automation, and AI, I’ve tested and implemented practical, affordable solutions that don’t require a huge budget or IT team.
I believe SMEs can stay ahead of the curve by embracing AI-powered automation—because those who don’t will be left behind, just like the horse-and-cart era gave way to automobiles.
What I offer
At PERSOFI, I combine CFO expertise with AI-driven tools to create a simple yet powerful financial automation solution for SMEs. My approach includes helps SMEs to transition to:
✔ AI-Powered Bookkeeping – Faster, more reliable invoice processing
✔ Improved Debtor & Invoice Payments – to optimise collections.
✔ Monthly CFO-Level Insights – A financial health check, cash flow analysis, and business insights.
Why now
We are at the beginning of the AI revolution, and businesses that integrate AI into their financial operations today will gain a massive advantage. Those that don’t will struggle to compete. My goal is to bridge the gap—helping SMEs navigate this shift with practical, ready-to-implement solutions.
I’ve worked across multiple industries and understand the challenges SMEs face. My insights are based on real-world experience, not theory. Through quality blogs, hands-on implementation, and advisory services, I aim to empower SMEs to take control of their financial future.
Our team
Our strength lies in our individuality. Set up by Esther Bryce, the team strives to bring in the best talent in various fields, from architecture to interior design and sales.
Esther Bryce
Founder / Interior designer
Lianne Wilson
Broker
Jaden Smith
Architect
Jessica Kim
Photographer
