From first conversation to final payment, one connected flow.
Flows runs the whole engagement lifecycle: pipeline, scoping, staffing, work, time, billing, and payments. The client relationship data that used to live in a separate CRM now lives here too, and drives the work automatically.
Why Denari Flows?
Pipeline, staffing, billing, and payments used to sit in separate tools that never quite agreed with each other. Now it’s one system. The client and pipeline data that used to live in a separate CRM lives inside Flows, driving staffing, task assignment, and pricing automatically. Time, billing, payments, and management analytics all read from the same data, with nothing to export or reconcile by hand.
Every relationship, tracked to a signed engagement.
Sales pipeline and renewal tracking keep prospective and existing engagements moving through clear stages, and referral tracking shows which clients and partners actually drive new business.
Staff the right person, automatically.
New engagements generate their own projects and tasks the moment they’re won. Role-based assignment pulls straight from the client relationship, so work lands on the right person without a manual handoff, inside scope and budget guardrails set up front.
Get paid for the work that happened.
Assisted time tracking makes it fast to log billable work as you go, instead of rebuilding it later. Flexible pricing and billing models fit how your firm actually charges, and every charge on an invoice opens onto the entry behind it, with the standard value and what you realized against it.
Money in, matched to the invoice.
Clients pay through the portal or a one-off guest link, and wires and checks land the same way. Fees come out, the net posts against the right invoice, and nothing sits waiting for someone to key it in.
See how the firm is actually performing.
Management analytics surface project throughput across the firm. Financial analytics show profitability by engagement, service line, or partner, so leadership doesn’t need a separate BI tool to answer the question. Flows compares what you billed to what the work was actually worth, so you can see which clients and services are underpriced, how much is being written down, and what to charge next year.
What changes for your firm
Shorter billing cycles
Invoices generate from the work that actually happened, so review means checking exceptions, not every line.
No more reconstructing your week
Assisted time tracking makes it easy to log hours in the moment, so nobody is rebuilding a week of billable hours from memory on a Friday night.
Capacity before turnover
See who’s overloaded before it costs you a deadline, or a team member.
“Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect. Their collaborative approach ensures everyone’s perspective is valued, leading to thoughtful solutions and better outcomes.”
Steve DarrowPartner
Payment as easy as the rest of the relationship.
Clients pay the way that suits them: through their Denari Portal as part of delivery, with the same sign-on they use for tax and wealth, or with a one-off guest payment link when there’s no portal at all.
One workspace, every feature.
From the first conversation with a prospect to the final reconciled payment, it all lives in Flows.
- Sales pipeline & renewal tracking
- Referral tracking
- Proposals & engagement letters
- Centralized client communications
- Engagement-driven project & task generation
- Role-based task assignment
- Scope management & budget assistance
- Assisted time tracking
- Flexible pricing & billing models
- Automated payment-to-invoice reconciliation
- Client bill pay (portal)
- Client guest pay (link)
- Management analytics: project throughput
- Financial analytics
- 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?
See how Flows runs the whole engagement, prospect to paid. Book an intro to see pipeline, staffing, time, billing, and payments in one connected system.