For assurance teams
Deliver audits and attestation with less manual grind.
Staff, seniors, and managers spend less time on trial-balance tie-outs, workpaper wrangling, and PBC chasing, and more time on judgment and review.
Tie-outs and review, without the manual grind.
Assurance work slows down where the numbers meet the paper. Trial balances that will not reconcile, workpapers scattered across folders, PBC lists that never quite close, and a review process that stalls on status and open items. Denari keeps the engagement tied out and organized as you go, so the crunch at the end gets shorter every year.
How Denari helps.
Automated tie-outs
Trial balances reconcile to the workpapers automatically, so tie-outs are current the moment numbers change instead of a manual chore at the end.
Organized workpapers
Every schedule, support file, and PBC lands in one indexed engagement file, cross-referenced and ready for review without the folder hunt.
Faster review
A streamlined engagement flow surfaces open items, notes, and sign-offs in one place, so review moves without the back-and-forth bottleneck.
The engagement, end to end.
- 1
01
Request PBCs
Send and track prepared-by-client requests through the client portal. Documents arrive, get logged, and stop the endless chasing.
- 2
02
Tie out and document
Trial balances tie to the workpapers automatically and support flows into an organized, cross-referenced engagement file.
- 3
03
Review and issue
Reviewers work open items and sign-offs in one streamlined flow, then issue the engagement with a clean, defensible trail.
Papers runs the engagement and tie-outs, Portals gathers PBCs from clients, Documents keeps workpapers organized, and Flows moves the engagement through review.
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.