Ask your firm's data anything, and get an answer you can trust.
Ask questions that used to take weeks of analysis or custom dashboards to answer. Denari Answers connects to your practice management tools and third-party systems to deliver instant, accurate insights, then builds shareable Boards for your whole team.
One question, answered across your entire ecosystem.
Denari Vault
Secure storage of all firm data
Denari Platform
Papers
Documents
Flows3rd Party Apps
Other Data
Denari Answers
AI Models
Quick Answers
Instant natural language responses
Charts
Visual data breakdowns
Boards
Shareable live views
Actions
Execute directly in your systems
Send engagement letter
Why Denari Answers?
Most questions about your firm's own data still end in a custom export or a one-off dashboard. Answers reads natively from Papers, Documents, Flows, and the third-party systems your firm already relies on, so it already knows your firm before you ask the first question. Every response traces back to the records it came from, so a skeptical reviewer can verify the work instead of just trusting it. Your data is never used to train AI models.
Supercharge your employees
Everyone at your firm, from staff to partner, gets answers grounded in the same firm data, without waiting on a report. And every morning, a brief is already waiting when you sit down to work: what is past due, what changed overnight, and what needs your attention first.
A conversation with your firm's own data.
Type a question the way you'd ask a colleague, and get an answer pulled from across the firm, not a search result you still have to interpret.
Finished deliverables, ready to send.
Ask for a month-end financial package, a month-in-review, or a client letter, and Answers builds it as a Word or PDF file your team can review and send. When a deliverable comes out right, save it as a template and run it again for the next client or next month.
It already lives where your firm works.
Answers connects to the tools your team is already in every day, from your inbox and calendar to your practice management and tax software, so nothing needs a separate login or a manual export. It reads and edits PDFs, Excel workbooks, and Word documents directly, so it can pull a number from a PDF or update a workbook without anyone retyping it by hand.
An agent that can take the next step.
Answers doesn't stop at telling you what's true, it can act on it: run the same question on a schedule, or hand off a task through a skill your own team builds and refines over time.
What changes for your firm
From weeks to instant
Questions that used to mean pulling exports and building a one-off analysis get answered the moment you ask them.
From one-off to shared
Turn any answer into a view the whole firm can return to, without a custom report build.
From insight to action
Move from knowing to doing, executing the next step directly inside the systems your firm already uses.
“This software is so freaking amazing. It's going to literally be firm-changing. I know I'm being dramatic but I'm so flipping excited. The functionality of Answers is beyond what I expected. It's like magic.”
Jenn Hess WilliamsonCOO & IntegratorReal work our partners hand to Answers.
The strongest pattern is that firms ask Answers to connect the dots among practice-management data, accounting records, email, documents, and time data, then turn the result into a completed workflow, an exception list, or a ready-to-share deliverable.
times one partner alone ran a single recurring inbox-monitoring workflow, a sign Answers is trusted for repeatable work, not just one-off experimentation.
Automations & workflows
- Inbox monitoring“Watch this mailbox and route anything that comes in to the right person or folder based on what it is, no confirmation needed unless you’re truly blocked.”
- Daily reconciliation“Reconcile the client’s payments to confirmed deposits … then record the confirmed amounts in QuickBooks Online.”
- Daily cash summary“Every morning, summarize yesterday’s cash collections.”
For staff: my time & projects
- “Summarize the projects I’m assigned to, with my budget and the critical due dates.”
- “Use last February to show where I’ll likely spend my time by week this coming February.”
- “Take a list of my current projects and give me a budget to actual.”
For managers: WIP, time & collections
- “Who are my current top five clients with unbilled WIP?”
- “Who hasn’t put in 40 hours of time for the last week?”
- “Show AR aging with collection notes.”
For firm leadership: performance & planning
- “Show firm-wide realization by service line by month for the last 12 months.”
- “Forecast our work for the next 12 months against current capacity plus new opportunities.”
- “If we hired three staff accountants, a senior accountant, and a manager next year, how many billable hours would that add?”
One workspace, every feature.
From the first question to the finished task, it all lives in Answers.
- Conversational interface across firm data
- File reading & editing: PDF, Excel & Word
- Word & PDF deliverables with reusable templates
- Outlook, Teams, QuickBooks & MCP connections
- Practice CS & CCH connections
- AI agent that executes tasks
- Recurring automations
- "Skills" development for end users
- Single sign-on across the firm
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
Book an intro to see conversations, files, connections, and automations working together, and to assess fit. Hands-on implementation gets you and the entire team on the same page.