AI Accounting Automation: Changes are happening faster than we think

AI Accounting Automation: Changes are happening faster than we think

Where I’ve Been — And Where This Is All Going

For those of you wondering where my PersoFi AI Accounting Insights Newsletter disappeared to over the last few weeks… I took a deliberate step back.

Not to pause the journey — but to think deeply about where this whole AI and automation story is truly heading.

Because everywhere you look, there’s AI. Every week, another “AI solution.” But strangely, we’re still not seeing enough Companies reimagining how companies actually use AI inside their businesses — not to create hype, but to make organisations more efficient, more profitable, and more scalable.

That’s the business opportunity that still feels wide open.

A Shift in Message: From “Financial Clarity” to “Profit”

I had a fascinating conversation recently with someone involved in financial courses. I explained that my message with PersoFi is to bring financial clarity.

She told me something blunt:
“People don’t buy clarity. They buy profit.”

And she’s right.

So I asked myself — should I shift my positioning to what businesses really want?

Increasing profits. Cutting costs. Automating intelligently.

Not only can we promise that — I’ve already proven it, through real work inside real businesses.

However, it starts with correctly assessing the pain points in your business. And the truth is, most businesses do not have financial clarity.

Changes are happening faster than we think

Recently, I was using a Reporting Tool that extracted Data from Xero and other Accounting programs, including consolidations and more. While extracting some Data, I noticed a new AI Feature – I asked a few questions and got a fantastic report on the top- and worst-performing customers who are paying late, etc. – to say I was radically amazed would be an understatement. The directors were equally impressed.

The question is how to automate this so that it is sent monthly to my inbox without errors. I believe this is a matter of time, and these will be available as standard features.

Two Pain Points That Still Need Solving

Stepping back gave me clarity about the biggest unsolved problems in AI financial automation — and where PersoFi needs to go next.

1. Big Tech as a Bottleneck

Invoices and financial documents are locked behind portals.
Data is fragmented.
Extraction is manual and painful.

In 2025, this should be solved — yet it isn’t.

All the Big Tech Companies are guilty here – Adobe , OpenAUI, Microsoft , Google , Xero, Hubspot etc

Why can't these invoices/ bills come directly as an attachment to your email or accounting software?

They intentionally create stickiness – and love to trap you into recurring and overpriced fees.

If you don’t believe it - Check it out yourself

2. Month-End Close

Any CFO knows this pain:
Statements. Bills. Accounts. Reconciliation.
Accuracy. Cut-off. Exceptions.

This is still far too manual — and far too expensive.

I'm actively working on proprietary tools to fix both of the challenges of this using AI. Stay tuned

The Future: Voice AI, Agent AI, and Conversational Automation

Here’s the part that really excites me.

We’re heading toward a world where you simply talk to your accounting system:

• “Show me my job costing on Project X.”
• “Reconcile all outstanding supplier statements.”
• “Prepare my weekly cash flow.”
• “Send invoice reminders to all overdue accounts.”

Agents. Voice. Instruction-based workflows.

This is where the industry is heading — and quickly.

Anyone who doesn’t start engaging AI inside their organisation now is going to fall behind. The gap will grow very fast.

So What’s Next?

Starting next week, I’ll begin writing a series that answers the very questions I’ve been wrestling with:

• Where is AI in accounting going next?
• What pain points are still unsolved?
• What tools actually work — and which ones don’t?
• What can businesses automate today?
• And how do we connect AI, automation, and real profitability?

It might even start with a Substack series dedicated to AI for Finance — because things are moving fast, and the conversation needs a home.

Final Thought

We’re living in incredibly exciting times.
AI isn’t replacing the accountant or CFO — it’s replacing the old ways of working.

And the people who embrace it early will gain the biggest advantage.

More to come. Stay tuned.

📈 Want to learn more

I’ve seen how automation can free business owners from the noise of bookkeeping — and help them finally see their business clearly.
That’s why I created the Persofi AI Accounting Automation Playbook — to share what worked for me, and help others reach the same clarity.

It’s not a tech manual.
It’s a practical guide built from real experience.

👉 Download the Playbook
🧭 Book a Workshop
📩 Subscribe to my AI Accounting Automation Newsletter

Because accounting shouldn’t be about chaos and catch-up — it should be about clarity, confidence, and control.
That’s the Persofi Way.

✉️ Jeffrey@persofi.com | 🌐 www.persofi.com

About Me

Jeffrey Levine is the founder of PersoFi—Personal Financial Services—and a seasoned CFO with decades of international experience working with SMEs across multiple industries. Having seen firsthand how financial inefficiencies erode profitability, he now helps businesses leverage AI-powered accounting and automation to streamline operations, strengthen cash flow, and significantly improve profits with smarter, faster, and more accurate financial systems.