Denari Schedules
The right people on the right engagements.
Employee and engagement data management with automated resource optimization, drawing on the unified data already in your Denari platform to balance capacity, margin, and growth.
Scheduling decisions are only as good as the data behind them.
The employee model
A complete profile of every person on your team, capturing the attributes that decide who is the right fit for the work.
- Level
- Skills
- Certifications
- Service lines
- Industry experience
- Target charge hours
- Availability
- Market / office
- Growth areas
- Travel availability
The engagement model
A structured definition of every engagement, so each piece of work carries the requirements, constraints, and priorities it needs to be staffed well.
- Client
- Service line
- Required certifications
- Skills
- Roles
- Budget
- Deadline
- Priority
- Complexity
- Sequence
Your data, unified in one place.
Good scheduling needs clean employee and engagement data. Denari Schedules runs on the unified data already in your platform from Flows and Documents, not a patchwork of spreadsheets and exports.
Automated resource optimization
Denari builds an efficient, firm-wide schedule that weighs every constraint at once and keeps it current as engagements and availability change. Manual tuning, governed by permissions, lets leaders account for nuance the model can't see.
Career pathing
Track specialty alignment and experience progression on every assignment, and let an optional preference survey give staff a say in the work they take on.
Metrics that matter
Engagement margin
Track and forecast average margin across the run.
Utilization
Manage targets by level and catch over- or under-utilization.
Employee satisfaction
Match people to work where they excel and progress.
Capacity, margin, and growth in one decision.
Every run weighs utilization, engagement margin, and each person’s path forward at once, so the schedule that ships is the one that is best for the work and the team together.
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.