Advisory work grounded in real client data.
CAS teams, fractional CFOs, and advisory partners deliver high-value guidance from one governed view of the client, not a patchwork of disconnected systems.
Advice grounded in data, not guesswork.
The insight that makes advisory valuable is usually buried across a practice management tool, a billing system, a CRM, and a stack of spreadsheets. So proposals get priced on instinct, relationship profitability stays a mystery, and client communications scatter across inboxes. Denari pulls that work onto one governed foundation, so every recommendation traces back to something true.
What advisory teams get.
Insights on demand
Ask a client’s data a question and get a source-traced answer in seconds, so advice rests on what is actually happening, not on a hunch.
Priced with confidence
Flows brings pricing intelligence and proposals together, so you scope and price engagements on evidence instead of gut feel.
Profitable relationships
See what each client is truly worth across every engagement, with communications and pipeline in one place instead of scattered inboxes.
One foundation for the whole relationship.
Ask the data anything
Answers turns a client’s numbers into source-traced responses, so you walk into every meeting prepared with evidence rather than assumptions.
Price and pitch with intelligence
Flows carries pipeline, proposals, and pricing intelligence together, so scoping a new engagement is a decision backed by data.
Governed by Denari Vault
Every insight, proposal, and message sits on one permissioned data foundation, so client information stays secure and never trains the AI.
When the data lives in one place, advice stops being a guess.
- 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.