For firm leadership
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.
01
A live picture of the firm
Utilization and margin update as work happens, so leadership sees where the firm stands without chasing a report.
02
Pipeline you can steer
Relations surfaces pipeline, proposals, and realization together, so pricing and growth decisions rest on real demand.
03
Answers on demand
Ask the firm’s data a question and get a source-traced answer in seconds, ready for the partner meeting.
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.