For advisory teams
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
Relations 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
Relations 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.
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.