Client accounting and bookkeeping that runs the same way every month.
For CAS teams, bookkeepers, controllers for hire, and close teams, Denari turns repetitive monthly work into a consistent, low-effort process across every client.
The same process, at scale.
Growing a book of clients usually means every engagement drifts into its own way of working, with document chasing, ad hoc communication, and a close process that lives in one person’s head. Denari replaces that with one repeatable system, so adding clients does not mean adding chaos.
How Denari helps.
Repeatable workflows
Run the same close and bookkeeping process for every client, every month, with Flows and Papers keeping each engagement on track.
One client front door
Portals give clients a single place to send documents, review deliverables, and pay, so requests stop living in scattered email threads.
Books you can query
Answers reads across your client books and returns source-traced responses, so a question about any engagement has a fast, defensible answer.
A monthly close that repeats.
Collect
Portals gather statements, receipts, and approvals through one client front door, while Documents organizes and files intake with AI.
Reconcile and close
Flows drives the monthly close with recurring tasks and clear ownership, and Papers ties out balances so nothing slips between clients.
- 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?
Set up time with the Denari partnerships team to learn more about the platform and to assess fit. We know that only half of a good software experience is the software itself. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.