Automation & AI
Less work around the work. More of the work you actually want to do.
Denari automates the drudgery so accountants spend their time on analysis, advice, and relationships. AI drafts, you decide, and every output can be traced back to the records it came from.
Automation should give people their judgment back.
The point of automating a firm is not to do the same work faster. It is to stop doing the dumb work entirely. When data entry, reconciliation, document chasing, and time reconstruction run on their own, the hours that come back go to the fulfilling, higher-judgment work that made people want to become accountants in the first place.
What changes.
01
Hours back
Data entry, reconciliation, chasing documents, and reconstructing time run in the background. The drudgery stops eating the day.
02
Higher-value work
With the busywork gone, your team spends time where it matters: analysis, advisory conversations, and client relationships.
03
Trust by default
Every AI output is source-traced and human-approved. Firm and client data is never used to train AI models.
How Denari applies AI.
AI drafts, you decide
Denari prepares the first pass so a person can review, correct, and approve. The judgment stays with the accountant, where it belongs.
Source-traced
Every figure and suggestion links back to the records it came from, so a skeptical reviewer can verify the work instead of trusting it.
Private by default
Firm and client data stays inside your governed environment and is never used to train AI models. No exceptions, no fine print.
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.