For accounting teams
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.
- 1
01
Collect
Portals gather statements, receipts, and approvals through one client front door, while Documents organizes and files intake with AI.
- 2
02
Reconcile and close
Flows drives the monthly close with recurring tasks and clear ownership, and Papers ties out balances so nothing slips between clients.
- 3
03
Report
Deliverables and payment requests go back through Portals, and Patterns captures time as the work happens rather than after the fact.
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.