Persofi Information

PersoFi — The AI-Powered CFO Platform. Built by a CFO. Built on Xero. PersoFi helps growing businesses and their finance advisers turn financial data into clear priorities and practical action. We connect visibility, control, execution and trust in one platform—working with your existing accounting and operational systems. OUR OFFERING • CFO Command Centre: cash, debtors, suppliers, payments and daily priorities. • Cashflow forecasting: cash today, at month-end and three months ahead, with scenarios and payment deferrals. • Management accounts: live P&L, balance sheet, cash flow, KPIs and board reporting. • Supplier intelligence: statement reconciliation, missing invoices, discrepancies and supplier follow-ups. • Payment intelligence: multi-currency payment planning, approvals, Wise batches and remittance advice. • Revenue intelligence: debtor collections, customer statements, sales insights and missed recharges. • Operational intelligence: project profitability, WIP, margins and revenue leakage. • Ask Jeff: contextual AI assistance grounded in your financial data. • Curated Excel reports and structured financial controls. WHO WE HELP Accounting practices, bookkeepers and Xero firms looking to expand into management reporting, cashflow advisory and outsourced CFO services. Established outsourced and fractional CFO firms seeking to serve more clients and strengthen delivery. In-house CFOs, finance directors and finance managers who need better visibility and more efficient workflows. Business owners without a CFO who need the platform combined with experienced PersoFi CFO support. AI assists. People retain judgement and approve key decisions. We’re expanding through clients, accounting partners and independent sales agents across the UK, US, Australia and South Africa. Discover how PersoFi can support your business or practice: www.persofi.com