Introducing AFI Balance

AFI Balance automates accounting, transforming businesses with paperless, efficient, and tech-driven solutions. As Virtual CFOs, they streamline day-to-day accounting, empowering businesses to advance and scale.

Led by Founder and CEO Katy Johnson, AFI Balance leverages a fully digital ecosystem to streamline bookkeeping and financial management across Australia — and soon the UK and US.

Every tool in their ecosystem is chosen with the purpose of helping them work smarter, deliver faster, and show up as true partners for their clients. Here's the tech stack Katy is using.

afibalance.com

Perplexity AI for Market Research:

Perplexity AI is our go-to for rapid market research and internal knowledge access. What used to take hours now takes minutes.

Visit perplexity.ai

Poe and NotebookLM for AI Assistance:

POE and NotebookLM is our secure setup for AI assistance, podcast and collaborative mind mapping. A smart companion for thinking, creating, and sharing ideas.

Visit poe.com

Visit notebooklm.com

Microsoft 365 and Teams for Communication:

Microsoft 365 and Teams are the backbone of our remote setup, keeping communication seamless and documents secure. Everything we need to collaborate and stay in control.”

Visit Microsoft365.com

Mayday for Intercompany:

Mayday is a game-changer for reconciling intercompany loans and automating recharges. It takes the mess out of month end and keeps our group accounts clean and compliant.

Visit getmayday.com

Monday.com for Workflows:

Monday.com keeps client workflows running smoothly across multiple projects. It’s how we stay on top of deliverables, deadlines, and team coordination.

Visit Monday.com

Dext and ApprovalMax for OCR & Approvals:

Dext and ApprovalMax are a powerful combo for expense management. Dext handles the heavy lifting with OCR, while ApprovalMax gives us control with custom approval workflows.

Visit Dext.com

Visit ApprovalMax

Ignition for Proposals:

‍Ignition is our all-in-one tool for proposals, invoicing, and AR automation, used well beyond just accounting clients.

Visit ignition.com

Canyou for Employee Onboarding:

Canyou is our secure, automated employee onboarding with seamless one-click sync to Xero. It takes the admin out of hiring and gets new starters set up in no time.

Visit canyou.com

Workforce for Payroll:

Tanda (now Workforce.com) is a Brisbane-based payroll solution. It handles award interpretation, shift tracking, and compliance, without the headaches.

Visit workforce.com

Syft for Reporting:

Syft is our go-to for advanced analytics, KPI tracking, and benchmark reporting. It turns raw data into clear insights for strategic advisory and decision-making.

Visit syftanalytics.com

XBert for Risk Assessment:

XBert (in pilot) automates risk detection within our accounting systems, flagging issues before they become problems. A proactive layer of quality control we’re testing out.

Visit Xbert.io