Run the firm on real numbers, not last month’s report.
Managing partners, owners, and operations leaders get a live view of how the firm is actually performing, all in one place.
From scattered reports to one live picture.
Most firms run on numbers that are weeks old and spread across a practice management tool, a billing system, a CRM, and a stack of spreadsheets. By the time the picture comes together, the moment to act has passed. Denari brings utilization, realization, margin, and pipeline into one governed platform, so leadership decides on what is true right now.
What leadership gets.
Visibility
See utilization, realization, and margin as they happen instead of waiting on month-end reports that arrive too late to act on.
Confident decisions
Set pricing, staffing, and growth priorities on data you can trace to the source, not on gut feel and lagging spreadsheets.
One source of truth
A single governed platform holds the firm’s data, permissioned and secure, instead of numbers scattered across disconnected tools.
What changes for the firm.
A live picture of the firm
Utilization and margin update as work happens, so leadership sees where the firm stands without chasing a report.
Pipeline you can steer
Flows surfaces pipeline, proposals, and realization together, so pricing and growth decisions rest on real demand.
Answers on demand
Ask the firm’s data a question and get a source-traced answer in seconds, ready for the partner meeting.
- 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.