Denari Flows
Engagements, from assigned to paid.
Less admin around the engagement. Billing reviews the exceptions, not every line. Time entry confirms a draft. Capacity sits in the platform, not a spreadsheet.
The engagement, end to end.
Workflow management
Run engagements from kickoff to delivery. Schedule, documents, and team in one place.
Intelligent tasks
Tasks complete from signals already in your stack. Staff stop checking off work the system can see is done.
Automated billing
Invoices generated from the work that happened. Review the exceptions, not every line.
Capacity management
See who has bandwidth and where work needs to move. Native to the platform, not another spreadsheet.
Integrated with Portals
Clients pay through their Denari Portal as part of delivery. Payment and AR stop being a chase.
Explore Denari PortalsIntegrated with Answers
Ask natural-language questions about engagement status, realization, and capacity, and get instant, sourced answers.
Explore Denari AnswersWhat changes for your firm
01
Shorter billing cycles.
Invoices from the work that happened.
02
Time entry off the evenings.
Patterns captures activity as it happens.
03
Capacity before turnover.
See overload before it costs you staff.
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.