Agency DNA helps agencies and multi‑entity businesses choose, implement, and automate finance systems. We clean data, improve process, and validate AI‑produced 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.
Finance systems - sorted.
Now, let’s 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 would absolutely recommend Agency DNA.”
What we do
System selection & implementation
Choosing a finance system is a minefield of sales pitches with every vendor telling you what theirs does, not what it can’t do. We've assessed a dozen plus cloud systems and led transformative implementations across Xero, Acumatica, Maconomy, Sage Intacct, Anaplan, Workday Finance & Adaptive and agency-native platforms like Accountability and WorkBook. We get you the facts before you commit, then stay on the journey so your investment actually lands.
Workflow automation
If you use systems like 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 and thinking, instead of re-keying.
AI analysis & reporting - validated
Only once the data can be trusted do we put AI-tools like Claude to work: we see where it makes sense to layer in automated reconciliation, reporting and analysis, and add validation checks at every point. We’ll answer questions finance teams aren’t asking, and show you how.
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.
Build trust in the data, then automate the repetitive work - with AI layered on top. Do it in that order and the AI can genuinely be useful. Do it in reverse and you're just automating 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, DMB&B, Publicis Re:Sources, WCRS/Engine; 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 fast growth: we know the pressure points because we've solved for them. We started using Xero in 2008 and are certified advisors. We also trained on and certified as implementation partner for Anaplan, Workday Adaptive, Accountability, Workbook and Acumatica. We’ve adopted tools early, dived in deep and know good when we see it.
If you want straight, actionable advice, or hands-on help — please reach out.