Built By A CFO Who Lived The Problem
After more than 35 years leading finance teams across multiple businesses and industries, I came to one simple conclusion:
The biggest challenge wasn’t the accounting system—it was everything happening around it.
Businesses capture invoices, collect cash, pay suppliers and make hundreds of financial decisions every month. Yet finance teams still spend countless hours reconciling information, searching for answers and trying to determine whether they can trust the numbers.
I believed there had to be a better way.
PersoFi was created to connect finance with operations, bringing together accounting, customers, suppliers, payments and operational data into one intelligent platform that helps finance teams make better decisions.
The Result?
Personalised Financial Intelligence.
The Story Behind the Name
PersoFi was named in 2019, long before today’s AI revolution.
The name was inspired by Personalised Finance—the belief that every business is different and finance should reflect its unique priorities, workflows and decisions, rather than relying on generic reports and dashboards.
Today, advances in artificial intelligence have enabled that original vision to evolve into Personalised Financial Intelligence.
The name hasn’t changed.
The technology has finally caught up with the vision.
Why PersoFi?
The future of finance isn’t another accounting system—it’s a more intelligent finance function.
PersoFi transforms financial and operational data into intelligent insights, recommendations and actions. By connecting accounting systems with customers, suppliers, payments and operational workflows, PersoFi gives finance teams greater visibility, stronger financial control and the confidence to make better decisions.
Rather than replacing the systems you already trust, PersoFi works alongside them—unlocking more value from your existing finance ecosystem.
Built by a CFO. Designed for finance teams.
Our Vision
We believe every finance team—regardless of its size—should have access to the intelligence traditionally available only to large enterprises.
PersoFi combines decades of practical CFO experience with modern AI to give every business the power of an intelligent finance platform—while keeping people firmly in control.
PersoFi gives every finance team the power of an AI-enabled CFO - while keeping people firmly in control.
The Future of the AI Powered CFO Office
Finance is no longer just about recording transactions and reporting what happened.
It’s about knowing where you stand, where you’re heading and what needs action.
PersoFi brings together CFO Intelligence, Business Intelligence and Operational Intelligence in one connected platform — combining structured AI, business context and built-in execution.
From cash, suppliers, debtors and payments to business performance, forecasts, profitability and operational drivers, PersoFi helps turn financial data into intelligence you can trust and action you can take.
AI provides the intelligence. Your team stays in control.
It started with Automation
In my current CFO role, we introduced automation across the finance function.
- Supplier invoice processing became faster.
- Debtor collections became largely automated.
- Reporting improved.
- Cash flow visibility increased.
- The finance team spent less time on administration and more time adding value.
The results were significant. But something still bothered me.
Automation made finance faster. It didn’t necessarily make finance smarter.
The Real Discovery
Despite all the improvements, we were still asking fundamental questions.
- Have we received every supplier invoice?
- Can we trust supplier balances?
- Are payment runs complete and accurate?
- Have we recovered every cost that should be recharged?
- Can we rely on our management accounts?
That was the turning point. I realised the challenge wasn’t processing transactions. The challenge was knowing whether the numbers behind those transactions were complete, accurate and ready to trust.
PersoFi Began to Evolve
PersoFi wasn’t built from a product roadmap. It evolved by solving one finance problem after another.
We started with supplier invoice automation. That led to debtor collection workflows.
Automation then highlighted the need for better visibility, so we built the Daily Command Centre.
Visibility uncovered weaknesses in supplier data, leading to Supplier Control. Supplier Control naturally led to Supplier Reconciliations.
Missing Invoices led to Customer Recharge Opportunities
Reliable supplier information led to Payment Intelligence.
Payment Intelligence expanded into treasury visibility, recovery opportunities and structured finance workflows.
Each solution solved a real problem. Each solution uncovered another.
Slowly we realised we weren’t building another finance application. We were building something entirely different.
The Future of Finance
- Accounting systems record transactions.
- Banks move money.
- AI answers questions.
PersoFi connects them.
Visibility → Control → Execution → Trust
That simple idea became the foundation for PersoFi.
Rather than replacing your existing finance systems, PersoFi sits above them—bringing together financial and operational data, intelligent workflows and AI-powered recommendations into one connected platform.
The result is finance teams that don’t just report what happened—they understand what matters, know what to do next and act with confidence.
One Platform.
Four Pillars.
Real Confidence.
Built Around Your Existing Finance Ecosystem
One lesson became clear throughout my career as a CFO.
Businesses don’t need another accounting system—they need better financial intelligence.
Finance teams have invested years configuring their systems, training their people and building trusted financial data. Replacing those systems is expensive, disruptive and often unnecessary.
PersoFi doesn't replace your finance systems - it makes them smarter.
By connecting your existing finance ecosystem—including accounting, banking, payments, operational data and AI—PersoFi transforms fragmented information into intelligent insights, recommendations and actions.
The result is faster implementation, lower risk and a practical path to finance transformation.
Looking ahead...
PersoFi continues to evolve. Today we integrate with Xero, Outlook, Gmail and Wise. Tomorrow we’ll connect with additional accounting systems, banking partners, ERP platforms and business operational systems.
Our vision is simple.
To become the Operational Financial Intelligence platform that modern finance teams rely on every day. Because finance transformation isn’t about replacing systems.
It's about improving the way finance works.
“PersoFi wasn’t created because I wanted to build software. It evolved because every time we solved one finance problem, we uncovered another. Eventually, I realised the real opportunity wasn’t automation—it was creating the operational financial intelligence that gives businesses confidence in their numbers.”
Jeffrey Levine | Founder & CFO | PersoFi