Agency DNA helps agencies and multi-entity businesses choose, implement and automate their finance systems. We then put AI to work on reporting and analysis. Two decades in agency finance, among the most complex finance functions for their size, and the proving ground for everything we do. Certified in Xero. Building with Claude.
Finance systems — sorted.
Now, we put them to work.
“One of the global ad industry’s best systems and financial analysts.”
“You know more about agency finance systems than just about anyone I know.”
“Thanks for helping us choose our agency finance system. You have been a great partner. ”
“The system was spot on for our requirements. I’d absolutely recommend Agency DNA.”
What we do
System selection & implementation
Choosing a finance system is a minefield of sales pitches — every vendor tells you what theirs does, none you tell what it can’t. We've assessed a dozen plus cloud systems and led implementations across Xero, Acumatica, Maconomy, Sage Intacct, Anaplan, Workday Adaptive and agency-native platforms like Accountability and WorkBook. We get you the facts before you commit, then stay on the journey so the investment actually lands.
Xero workflow automation
If you use Xero but your numbers still live in spreadsheets, your systems aren't talking to each other. We connect the feeds, automate the rules-based work, and get your team hands-off and out of Excel — enabling more time on analysis instead of re-keying.
AI-powered analysis & reporting
Once the data can be trusted, we put Claude to work: reporting that drafts itself, analysis that used to cost hours, answers to the questions a finance team actually asks. AI pointed at real problems, not bolted on for show.
System audits
How many systems do you license? How much of your data is genuinely connected? What's the real cost — and the real risk sitting in those spreadsheets? A short, structured audit answers all three and tells you what's worth fixing first.
The order that works
First, get the data right. Then let AI prove its worth.
Many finance teams think they have a reporting problem. Usually it's a data-trust problem wearing a reporting problem's clothes.
Fix the systems and the data feeds first, so there's one set of connected numbers everyone can believe in.
Automate the repetitive work. Then layer AI on top. Do it in that order and the AI is genuinely useful. Do it in reverse and you've just automated your mistakes faster.
That sequence is the whole method. It's why we start with the plumbing and finish with the clever bit — not the other way round.
Why Agency DNA?
We’ve been there
Twenty years inside agency finance — including Hodes, D’Arcy, Publicis, WCRS; CPA-qualified, board-level, across advertising, media and creative businesses that many consultants find baffling. Multi-entity, multi-currency, multi-client servicing models—revenue recognition, intercompany and a need to grow: we know the pressure points because we've solved for them. We started using Xero in 2008 and are certified advisors. We’ve also been certified as implementation partner for Anaplan, Workday Adaptive, Accountability, Workbook and Acumatica. We’ve adopted tools early as we know good when we see it.
If you want straight, actionable advice — or hands-on help — please reach out.