Build and run your own finance co-pilot — shaped around your process, showing its work at every step, and never moving money without your okay.
Jeff matched 142 of 145 lines and wants to post 3 entries. Nothing's posted yet — it's holding until you say go.
You name your co-pilot. We called this one Jeff.
You teach it your process — your reconciliations, your statements, your ledgers. It adapts to you, not the other way around.
Every co-pilot earns a Track Record from real results. You watch the work, step by step, in plain language — never a black box.
It drafts and proposes. Nothing that touches money or the books happens without your okay — and you can always undo.
No self-serve setup. No lengthy procurement. We sit with you, learn your process, and build it together.
A 30-minute call. You walk us through your current process — the statements, the ledger, the steps you take. We map it. No homework, no setup forms.
We take your process and build it as a Template in Persofi. Your steps, your terminology, connected to your systems. Usually done within a week.
Your co-pilot works in Watch mode. Every move is logged and visible. You see what it's doing before it proposes anything. Nothing touches the books.
Once Jeff's Track Record earns it, you raise the trust level — from Watch to Assist to Run on its own. You control the thresholds. Jeff cannot promote itself.
We connect your systems with you. If you use legacy software or one-off data exports, we handle that too — it's included in setup.
Drag the steps into the order you work in — or describe it and Jeff builds it. No code.
Or start from a template — Statement Reconciliation, Recharge Recovery.
A board you arrange by hand — drag steps into the order you work in. No code, no developer. Jeff runs exactly what you built.
Jeff matched 142 of 145 lines — 3 need your okay.
Jeff matched 142 of 145 lines and wants to post 3 entries — £5,454.73. Nothing's posted yet; it's holding until you say go.
Built from real jobs, not a promise. The record decides how much rope Jeff gets — you set the limit.
Dial it up as the record earns it — and back anytime.
A batch of supplier invoices had been posted twice. Jeff caught the £582,143.20 imbalance and held — nothing posted.
Every move, on the record.
You can always take it back.
Persofi works inside the systems you have. Nothing gets ripped out and replaced.
It works in Draft until you approve. Then, and only then, it goes Live.
In Draft, nothing's real. Nothing goes Live without your okay.
One client. One live deployment. Here is what the first production run actually looked like.
One Template is live (Statement Reconciliation). Recharge Recovery is next. The CFO says he works on Fridays again.
Persofi's processes are Templates you adjust — starting points built from real finance work, not a lab. Browse the Gallery, pick one, and shape it to the way you work.
Upload a supplier statement. Jeff pulls every line from your ledger, matches them side by side, and surfaces exactly what's missing, what doesn't add up, and what needs a second look — before anything is posted.
Caught a £582,143 double-count — a supplier credit counted twice. Stopped before posting. Nothing went to the books until the CFO reviewed it.
Every cost you pay a vendor should be billed back to a client. Jeff finds the ones that weren't — scanning purchase bills for job references and matching them to your sales invoices, so nothing stays unbilled.
In a firm handling multiple clients, a significant share of vendor costs never find their matching client charge — real revenue earned but never billed. Jeff finds every one of them.
Close the month without the scramble. Jeff tracks every accrual, checks what's posted and what isn't, and holds the gate until the numbers add up.
Request access to be notified when this template is ready.
Match every bank transaction to its entry in the books. Jeff finds the ones that don't tie — whether it's timing, a missing entry, or an amount that's slightly off.
Request access to be notified when this template is ready.
More templates being built from real finance work. Request access to suggest your own.
We are pre-launch. Right now we work directly with each team: one week, one dedicated setup call, one co-pilot configured and running in Watch mode before you hand over a penny of unsupervised work.
That hands-on setup is how we learn what matters to your business — and how your co-pilot earns its Track Record from day one.
Talk to us — we size it to your workload, not a feature tier.
What early access includes
"What if Jeff makes a mistake?"
Nothing is posted until you approve it. Jeff works in Draft — proposes, never acts. A Checkpoint stops every action that touches money or the books. You review, you approve. If you don't like what you see, you dismiss it. Nothing changes until you say go.
"Who can see my financial data?"
Only you and the people you invite. Your data lives in your own account. Jeff can read it and propose entries; it cannot move money, edit the books, or share anything. We don't train on your data without your explicit opt-in.
"What if my process is different from the templates?"
Every Template is a starting point, not a constraint. You adjust the Steps, change the order, add your own Building blocks. If nothing in the Gallery fits, you describe how you work and Jeff builds the workflow from scratch.
"Can I undo something that went wrong?"
Yes. Always. Draft actions are reversible before they go Live. Live actions — entries posted to the books — are undoable by you. Jeff cannot reverse them on its own. The full Activity log shows every move.
"Does it work with Xero? What about other systems?"
Yes. Xero is the first native connection. QuickBooks, Sage, and direct bank feeds are on the roadmap. We also help you connect legacy systems and one-off data sources as part of onboarding — that's included.
"How long until it's actually running?"
Your first Template is usually live within a week of your setup call. The first session maps your process; the second wires it up; by the third it's running and you're watching it work.
"What does 'Track Record' actually mean?"
It's a score for each co-pilot based on real results: how often its proposals were accepted vs. dismissed, recently. A fresh co-pilot starts in Watch mode. As its Track Record builds, you can raise its trust level. You control the thresholds. Jeff cannot expand its own authority.
"Is this just a chatbot?"
No. Jeff doesn't chat with you about your books. It runs structured financial workflows — matching, flagging, comparing, proposing — and stops at every Checkpoint for your review. The work is deterministic and logged, not conversational.
Built for experts who refuse to be bossed by a tool.
You've spent years building your way of doing things. Persofi respects that. It mirrors how you think, speaks in your own finance terms, shows its work, and never lectures. The machine is the able hands; you're always the one in charge.
We're onboarding finance professionals one at a time, so every co-pilot is shaped properly. Request early access and we'll set yours up with you.
One co-pilot, shaped to your process. No black box, no lock-in — you can always take it back.