Your agency. Your workflow.

Innovative platform built by agency finance experts

2008

Founded in 2008. Headquartered in Melbourne and New York.

CFO DNA

Designed by agency CFOs exclusively for agencies.

30+

Trusted by agencies in over 30 countries. All currencies supported.

Cloud-based

Modern platform with open APIs. Available 24/7 across all devices.

We built what we wish we had when we were agency CFOs

Scalable technology. Evolves with the changing needs of the modern agency. You have processes that make your agency unique. Maximize your profitability through automation and curated integrations.

Boutique experience. We take a hands-on, consultative and collaborative approach. A member of our executive team champions every client engagement.

With Accountability, you get a modern solution configured to your workflow so your team spends less time on onerous tasks and can focus on high-value activities.

Our values

Customer-driven

We care about solving problems for our clients and making them look good.

Collaboration

We leave the ego and power play at the door and focus solely on our customer’s success. We have a deep respect for all opinions and contributions.

Dedication

We inspire those around us with a constant desire for excellence and passion for seeing our clients grow their business.

Integrity

We hold ourselves accountable to deliver on our promise. We seek to build trust with our customers and partners and maintain strict governance and transparency in all of our dealings.

Our leadership

Terry McMillan

Founder & CEO

Say hello

Judd Rubin

President

Say hello

Joanne Miguel

Chief Product Officer

Say hello

Michael Collinson

Chief Operating Officer

Say hello

David Guthrie

Chief Client Officer

Say hello

Featured integrations

5