Introducing PersoFi – From Continuous Accounting to Operational Financial Intelligence
Operational Financial Intelligence is the next evolution of modern finance. While Continuous Accounting has transformed the way finance teams work, businesses now need something more: a platform that turns trusted financial data into better operational decisions. Over the past few months, I’ve been building PersoFi around this vision. Over the past few months, I have […]
I Don’t Trust My Management Accounts
As a CFO, I have spent more than 30 years reviewing management accounts. Every month, businesses produce profit and loss statements, balance sheets, cash flow reports, forecasts, and KPIs. Yet despite all the systems and reporting available today, I repeatedly hear the same concern from business owners and finance teams: “I don’t trust my management […]
Why Your Management Accounts Are Wrong (And Where the Problem Starts)
Over the past two months, I’ve been unusually quiet here. Not because there’s nothing to say — but because I’ve been deep in conversations, systems, and numbers. And what I’ve been seeing has been remarkably consistent across businesses. Why Management Accounts Are Often Wrong Most management accounts are not wrong because of bad accounting. They […]
The Gamification of Accounting
This blog looks at how the gamification of accounting can help Finance teams bring order, structure, efficiency, and even fun. It explores How High-Performing Finance Teams Should Think in Levels. Accounting shouldn’t feel like endless tasks.It should feel like progress. That’s why I’m increasingly drawn to the idea of gamification — not in a superficial sense, […]
Why Big Tech Broke Invoice Delivery — and Why SaaS Broke Cost Discipline
Invoice delivery should be simple. An invoice is issued, received, approved, and paid. The technology to support this process has existed for decades. Yet in many businesses today, invoice delivery has become one of the most fragile and cash-disruptive parts of the finance function. At the same time, on the expense side, SaaS subscriptions are […]
Why Automation Didn’t Fix Finance
Finance has never been more automated. And yet, in many businesses, it still feels strangely manual. Invoices arrive, approvals happen, data is entered, reports are produced—and somewhere along the way, the same work is repeated, the same information is handled twice, and the same mistakes creep in again and again. Automation promised to simplify this. […]
Why Finance Keeps Resetting
Every month, finance teams reconcile the same accounts, explain the same variances, and rediscover the same issues. Despite better software, automation, and dashboards, nothing seems to compound. The problems feel familiar. The explanations repeat. The surprises are rarely surprising. Finance resets—again. This is not a failure of tools or talent. It is a failure of […]
Why AI Isn’t Fixing Business Operations (Yet)
For all the noise around artificial intelligence — and especially AI accounting automation for business owners — most finance leaders feel the same thing at the end of each month: Running a business is still inefficient, fragmented, and unnecessarily hard. Invoices are still missing.Processes still rely on people remembering things.Month-end still feels like a reset, […]
Learn to Think Like a CFO
CFO-level precision for CEOs scaling a growing business As businesses grow, decisions become bigger — but financial clarity often gets worse. Revenue increases. Headcount expands. Systems multiply.Yet CEOs still wait weeks for answers to basic questions: At this stage, intuition is no longer enough.CFO-level precision becomes essential. Why CEOs Need to Think Like CFOs (Without […]