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PersoFi | The AI-Powered CFO Platform

PersoFi Pricing

Start With What You Need. Grow as Your Business Grows.

PersoFi is designed to scale with the complexity of your business.

Start with Core to run finance better. Add Business for deeper insight and decision-making. Add Operations when you want to connect the systems and data driving the numbers.

Core

Control your cash and finances.

Business

Understand your performance and where you’re heading.

Operations

Understand and improve what drives your profit.

Core

Control Your Cash and Finances

For businesses that want better visibility, control and execution across the day-to-day finance function.

Includes:

CFO Intelligence

  • Financial Command Centre
  • Cash today
  • Expected month-end cash
  • Three-month cash outlook
  • Key issues and exceptions

Revenue Intelligence

  • Revenue and invoicing history
  • Customer growth and decline
  • Outstanding debtors and ageing
  • Follow-up and collection workflows

Supplier Intelligence

  • Supplier statement upload
  • Automated reconciliation
  • Missing invoices and credits
  • Exception identification
  • Supplier follow-up workflows

Payment Intelligence

  • Upcoming payments
  • Approve or hold off
  • Cash-flow impact
  • Payment runs
  • Approval workflow
  • Remittance support

Ask Persofi

Ask questions across your Core financial information

Financial Health

  • Practical process-improvement guides
  • Better data
  • Better financial routines
  • DIY improvement at your own pace

PersoFi gets things ready. You make the call.

From £100/month

(R1,600 / $135)

+ £25 per user/month

(+ R400 / + $35)

Book Demo on Live Data

Business

Understand Your Performance and Where You’re Heading

For owners, CEOs and finance leaders who want to move beyond day-to-day finance into deeper business insight and better decision-making.

Everything in Core, plus:

Business Performance

  • Actual vs budget
  • Forecasts
  • KPIs
  • Trends
  • Variance analysis
  • Profitability and margin insights
  • Management commentary

PersoFi On The Go

  • Key business information on your phone
  • Ask PersoFi from anywhere
  • Owner and CEO views
  • mportant issues and decisions surfaced clearly

Management & Board Reporting

  • Management reporting
  • KPI reporting
  • Business commentary
  • Board-ready information

Role-Based Access

 Tailored views for Finance, Sales, Management, Board

Know what is changing. Understand why. Make better decisions.

From £200/month

(R3,200 / $270)

+ £25 per user/month

(+ R400 / + $35)

Book Demo on Live Data

Operations

Understand and Improve What Drives Your Profit

For businesses where financial performance depends on more complex operational activity, systems and data.

Everything in Business, plus personalised Operational Intelligence such as:

Projects & Jobs

  • Project revenue
  • Costs
  • WIP
  • Recharges
  • Profitability

Properties & Assets

  • Rental or usage income
  • Running and maintenance costs
  • Finance costs
  • Property or asset-level profitability
  • Valuation and equity position

Stock & Inventory

  • Stock movements
  • Inventory exposure
  • Stock-related cash impact
  • Product performance

Margins & Profitability

  • Product margins
  • Service margins
  • Customer profitability
  • Contract profitability
  • Business-unit performance

Revenue Leakage

  • Missing recharges
  • Unbilled work
  • Costs not passed on
  • Other lost revenue opportunities

Operational KPIs

  • Business-specific performance measures

Operational System Connections

  • Project systems
  • Property/asset management systems
  • Inventory platforms
  • CRM
  • Industry-specific systems
  • Internal operational data

Xero gives you the financial foundation. PersoFi connects it to the operations behind the numbers.

Custom Pricing

Operational Intelligence is shaped around your systems, data and business complexity.

Talk to Us About Operations

Compare PersoFi

Your Journey with PersoFi

Connect. Use Core. Grow Into Business and Operations.

The best way to understand PersoFi is to see it working on your own business, then grow into it at your own pace.

1. Connect

Connect your Xero organisation and see PersoFi on your own live data. No generic demo. Your business. Your numbers. Your PersoFi.

2. Play and Use Core

Get access, explore the workflows and start running Core on your business — cash, debtors, suppliers and payments. Work through Financial Health at your own pace as you go.

3. Add Business

When Core is working well, add Business Intelligence — revenue, performance, management and board reporting, and PersoFi On The Go.

4. Add Operations

Connect the operational systems and data behind your numbers — projects, properties, stock, margins and more.

Start simple. Grow as you need.

Book a Demo on Your Live Data

Built for Real Businesses

PersoFi is shaped in real businesses dealing with real financial and operational complexity.

The platform gives you a strong common foundation, then becomes more personalised as your needs grow.

Shaped by many businesses.
Personalised to one — yours.

FAQ

Do I need to replace Xero?

No. Xero remains your accounting system of record. PersoFi works alongside it and adds visibility, intelligence and workflow.

No. Most businesses can start with Core and add deeper intelligence when they are ready.

Core is designed to be simple to start. Where processes or data need improvement, Financial Health provides practical guides you can work through at your own pace. Operational Intelligence may require additional configuration or system connections depending on your business.

Yes. PersoFi can provide role-based views and access for finance, sales, operations, owners, management and board users.

PersoFi automates and prepares as much of the workflow as possible, while keeping important decisions and approvals under human control.

Yes. Book a demo on your live data — see PersoFi using your own Xero information before deciding how you want to proceed.