Putting AI to work in accounting operations — from workflow automation to Claude-powered analysis and reporting & AI-native finance system implementations.
Agency DNA transforms accounting operations. We are experts in accounting, ERP and planning tools that fit how companies are actually structured — retainers, projects, products, integrations, multi-entity, multi-currency and fast growth.
We can help you choose the right system, implement it properly, and get reporting that works — and, so your finance team spends less time in spreadsheets and more time adding value.
Or, we can just get you using your existing systems, like Xero, that much better.
We've spent 20 years inside agency finance. We know this complex sector's business models, its pressure points, and what good looks like.
We’re also into Claude AI and are Xero certified expert advisors.
Why Agency DNA?
We have deep knowledge and experience in leading finance system transformations within the world’s top creative, digital marketing and media companies, and we know the value this brings to our clients.
We ensure you choose the right system and stay with you on the journey to ensure your investment benefits are realised.
System Audits
How many systems do you license and how much of your data is connected? What is your true systems cost?
If your data is held in spreadsheets, what is the risk and impact a data loss could impose on your bottom line?
We can conduct a detailed systems and process audit which will highlight these answers for you.
What systems should you license?
This is no time to be operating business systems that either don’t integrate or they limit your way of working.
We have critically assessed over 30 cloud systems used by agencies across the world.
We’ll formalise your requirements and open your eyes to systems that will deliver significant value to you.
"You know more about agency finance systems than just about anyone I know."
Brian Curran, CFO (now Advisor), kyu Collective
"One of the global ad industry's best systems and financial analysts."
Michael Farmer, Award Winning Author, Madison Avenue Manslaughter
"Thanks for helping us choose our agency finance system. You have been a great partner."
Rollo Price, CFO, Mother London
"The system was spot on for our requirements. I would absolutely recommend Agency DNA."
Harry Dougall, CFO/Founding Partner, Sagacity
Here’s how we can help you.
Workflow Automation
If your core data is held in spreadsheets or you don’t have direct access to the transactional detail from a report, it’s highly likely your systems aren’t integrated.
To help you see and understand this, we can conduct a detailed review and analysis of your systems.
We look at data types and structures, and automate rules-based processes.
We’ll have you “hands-off” in no time and able to spend more time analysing.
Information Integrity & Security
Security over your business information is mission critical, and the internationally recognised standard for awareness and preparedness is ISO 27001:2013.
We are qualified to help your business establish a information security management system (ISMS) that can meet the level this standard requires for certification.
System Selection & Implementation Support
Selecting the right system or combination can be a minefield; too many options and what each system does versus what they can’t is not documented. You only get the well articulated sales pitch.
We’ve led over a dozen different system implementations across the world and have detailed knowledge of how they work and could be applied to your business.
We’ll ensure you get all the facts before you make a critical business systems investment decision.
Our Expertise
We’ve been early adopters of new technologies forever, and know good.
For example, we started using Xero internally in 2008, and are expert advisors.
At varying times, we’ve been certified as implementation partner for ERPs, CPM and FP&A systems, like Acumatica, Anaplan, Workday Adaptive and others - so we’ve really walked the talk.
If you want straight up actionable advice or help, reach out.