Denari Answers
Ask your firm’s data anything.
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 dashboards for your whole team.
One question, answered across your entire ecosystem.
Denari Vault
Secure storage of all firm data
Denari Platform
Papers
Documents
Flows
Relations3rd Party Apps
Other Data
Excel
Word
Outlook
PowerPoint
PDFDenari Answers
AI Models
OpenAI
Claude
GeminiQuick Answers
Instant natural language responses
Charts
Visual data breakdowns
CAS Write-Up Cadence
Dashboards
Shareable live views
Revenue
$11.4M
Clients
4,523
Forms
4,909
Actions
Execute directly in your systems
Data Sources
The Denari platform
Answers reads natively from the rest of the Denari suite, so it already knows your firm.
- Denari PapersTrial balances & workpapers
- Denari DocumentsEvery firm & client file
- Denari FlowsEngagement & close status
- Denari RelationsClients, entities & contacts
Third-party systems
Integrations with the practice-management and tax tools your firm already relies on.
and more
Files & documents
Spreadsheets, memos, email, and PDFs become queryable alongside everything else.
Models
Answers routes each question to the best-in-class language model for the job, while every response stays grounded in your firm’s own data. Every answer traces back to the records it came from, so a skeptical reviewer can verify the work, not just trust it. Your firm and client data is never used to train AI models.
OpenAIClaudeGeminiand moreOutputs
Quick Answers
Instant natural-language responses to questions that used to take weeks of analysis.
You asked
Which clients filed Form 6765 last year?
14 clients filed Form 6765, claiming $2.3M in R&D credits.
Charts
Visual breakdowns of your firm’s data, generated from a single question.
Dashboards
Shareable live views your whole team can return to, without a custom build.
Actions
Move from insight to execution directly inside the systems you already use.
Platform Integrations
Denari Papers
Trial balance tie-outs, reconciliations, and workpapers become numbers Answers can query in plain language.
Explore Denari PapersDenari Documents
Every file your firm touches is classified and searchable, so Answers can pull facts straight from your documents.
Explore Denari DocumentsDenari Flows
Engagement and close status flows into Answers, so you can ask where any piece of work stands right now.
Explore Denari FlowsThe context you need to run the business.
Firm Operations
- What is my CAS team’s capacity, and who should I reassign?
- Which staff are behind on time entry, and why?
- Who are the best candidates for R&D Credit advisory conversations given the OBBA updates?
Financial & Billing
- Which tax-only clients would benefit most from recurring accounting & advisory services, and why?
- From our payment history, forecast our cash flow for the next 30 days.
Projects, Tax & Workpapers
- Which returns are at extension risk, and why?
- Generate a proof-of-cash using these PDFs.
- Generate the cash posting using these wire support PDFs.
Clients
- Pull a summary for Apex Holdings, with recent activity and open items.
- Prepare me for my 1:1 with JSR Company next week.
- Why did we book this JE on the Smith entity last October?
What changes for your firm
01
From weeks to instant
Questions that once meant pulling exports and building a one-off analysis get answered the moment you ask them.
02
From one-off to shared
Turn any answer into a live dashboard the whole firm can return to, with no custom report build.
03
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 Williamson
COO & Integrator · BMC
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.