Finance systems, done properly — then put to work.
Agency DNA helps agencies and multi-entity businesses choose, implement and automate their finance systems — then puts AI to work on reporting and analysis. Two decades in agency finance, among the most complex finance functions of their size, and the proving ground for everything we do. Certified in Xero. Building with Claude.
"One of the global ad industry's best systems and financial analysts."
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Michael Farmer, Award Winning Author, Madison Avenue Manslaughter
"You know more about agency finance systems than just about anyone I know."
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Brian Curran, CFO (now Advisor), kyu Collective
"Thanks for helping us choose our agency finance system. You’ve been a great partner."
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Rollo Price, CFO, Mother
"The system was spot on for our requirements. I absolutely recommend Agency DNA."
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Harry Dougall, Co-Founder/CFO, Sagacity
What we do
System selection & implementation
Choosing a finance system is a minefield of sales pitches — every vendor tells you what theirs does, none tell you what it can't. We've assessed a dozen-plus cloud systems and led implementations across Xero, Acumatica, NetSuite, Sage Intacct, Workday Adaptive and Anaplan. 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 many of 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.
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.
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.