Offerings to get keep you running

PersoFi AI Accounting Automation SaaS

Empowering AI Accounting Automation & Cut Costs

  • Pricing: from £200/month or £1,800/year | $300/month or $2,600/year
  • Automate Your Accounting – Eliminate manual bookkeeping and save thousands annually.
  • AI-powered document capture
  • incorporating Open banking
  • Seamless Xero/QuickBooks integration
  • Automated debtor tracking & reminders (extra charge to 3rd Party provider)
  • Error-Free & Efficient – AI and good practice ensures much more accurate data capture every time.
  • Using proven, tried and tested 3rd party Saas Tools (with no IT setup or IT risk)
  • Stay on Track – improved P&L , KPIs and. Real insights
  • Boost Cash Flow – Faster collections, Gain real-time financial clarity for smarter business decisions.
Monthly CFO Advisory – From $500+/month
  • Expert Financial Insights & Strategies
  • Ongoing strategic oversight
  • Financial reporting and insights
  • Personalized support for your growing SME
  • Personalized support for your growing SME

Gain access to CFO-level training and insights to help you make smarter financial decisions, optimize efficiency, and grow your business.

📌 What’s Included:

  • Advanced AI-powered financial automation strategies
  • Monthly financial insights & reports
  • Proven techniques to maximize profits
  • Best practices for cash flow stability
Why Choose PersoFi?
  • Built by a CFO – Real-world financial expertise tailored for SMEs
  • Seamless AI integration – No IT headaches, just efficiency
  • Immediate impact – Cut costs, boost cash flow, and automate effortlessly with AI-powered financial automation

🚀 Take control of your business finances today!

🔹 Save Time. Reduce Costs. Improve Accuracy.

Offerings to get started

$400 One-Time Workshop – “Build Your Automation Plan”

Transform Your Business with AI-Powered Financial Automation 🚀 Our personalised Workshop will guide you to start AI Accounting in your business – Help Save Time, Cut Costs & Boost Cash Flow!

Struggling with bookkeeping, slow payments, and cash flow problems?

You're not alone! Most SMEs waste hours on manual bookkeeping, struggle with late payments, and face constant cash flow issues. But what if AI could do it for you?

PersoFi’s AI Financial Workshop gives you the blueprint to automate your finances, saving you time and money while improving accuracy and cash flow.

  • Discover how to reduce bookkeeping time by up to 80%!
  • Automate invoices and debt collection effortlessly!
  • Turn AI into your financial superpower—without IT headaches!
$1,500 - Done-for-You Automation Service

Full setup of AI workflows, integrations, invoice automation, dashboard reporting, and more.

We take care of everything.

Offering contingent on the purchase of PersoFi AI Accounting Automation SaaS

AI-Powered Financial Automation Course

A professional illustrative image for a Substack newsletter about AI financial automation. The image shows Learn How to Automate Your Bookkeeping & Improve Cash Flow as a headline. Below, include visual elements
Learn How to Automate Your Bookkeeping & improve Cash Flow

Struggling with manual bookkeeping? Our AI insights shares ideas and concepts to empower you how to automate financial processes, reduce costs, and increase accuracy with AI.  We offer you the opportunity to  learn how to ??????

📌 What You’ll Learn:

  • Understanding AI-powered financial automation
  • Automating invoices & payment collection
  • Optimizing cash flow with AI tools
  • Reducing bookkeeping time by up to 80%