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Persofi Academy is a learning-first platform for mastering AI-powered accounting automation.

We help business owners and finance teams move beyond monthly clean-ups by teaching systems, controls, and decision-making so automation improves understanding before speed.

Courses start with practical, foundational material, with optional implementation and advisory paths as you grow.


Jeffrey Levine

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PersoFi AI Accounting Automation 

Learn how to strategically think about AI and automation in finance, accounting discipline, and responsible decision-making to avoid costly mistakes as your business grows. This course guides business owners through essential frameworks to improve clarity and judgment before actions become expensive.

Explore foundational principles of AI and automation in the financial realm to help you grasp how technology influences financial strategy without focusing on specific tools or software products.

Understanding AI and Automation in Finance

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Purpose of this course
To reset how business owners, accounting, and Admin staff think about AI, automation, and accounting before touching systems or tools.

AI, Automation & Agentic AI — What Actually Matters for SMEs

Develop a disciplined approach to accounting that supports accuracy, compliance, and meaningful insights necessary for informed decision-making in your growing business.

Building Strong Accounting Discipline

Learn frameworks and mindsets to take ownership and exercise sound judgment in financial decisions, especially during periods of rapid business expansion.

Mastering Financial Clarity: Thinking Beyond Tools

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