The public accounting
ecosystem where
humans and agents
can collaborate.

Ask questions that used to take weeks of analysis or custom dashboards to answer. Denari Answers connects to your practice management tools and third-party systems to deliver instant, accurate insights.

Book a call
How it works

Denari Answers: Ask your firm's data anything.

Denari Answers pulls from across your entire ecosystem, including practice management, document management, trial balances, and more. It connects natively to Denari's own suite of tools and integrates with the third-party apps your firm already relies on. Ask any question and get instant, accurate insights, or have Answers build dashboards you can easily share across your team.

Denari Answers interface showing a search for clients who filed form 6765

Denari Platform

Papers
Documents
Flows
Relations

3rd Party Apps

Wolters Kluwer
Thomson Reuters
Caseware
QuickBooks
and more...

Other Data

Excel
Word
Outlook
PowerPoint
PDF
and more...

Denari Answers

Denari Answers interface

AI Models

OpenAI
Claude
Gemini
and more...

Quick Answers

Instant natural language responses

Which clients filed Form 6765?
Found 52 clients.

Charts

Visual data breakdowns

CAS Write-Up Cadence

Annual 60%
Monthly 25%
Quarterly 15%

Dashboards

Shareable live views

Revenue

$11.4M

Clients

4,523

Forms

4,909

Actions

Execute directly in your systems

Send engagement letter
The modern public accounting platform

Denari platform apps

Built for agent and human collaboration with thoughtful design that's easy to use yet deeply capable. Each app works on its own, but all are powered by a single underlying database for clients, entities, general ledger data, employee data, and more.

Papers

Papers

Automate TB tie-outs, reconciliations, and workpapers. Reduce manual data entry and catch errors before they become problems.

Documents

Documents

Store, organize, and retrieve client documents in one secure place. Smart tagging and search make finding what you need effortless.

Portals

Portals

Client portal

Flows

Flows

Manage engagements, deadlines, and team workloads from a single dashboard. Keep every client moving forward without anything slipping through the cracks.

Schedules

Schedules

Automated resource optimization

Relations

Relations

Manage every client relationship from one place. Track contacts, engagements, and communication history with a CRM built for public accounting.

And connect to the systems you already use

Third party apps

Document management

Thomson Reuters
FileCabinet CSGoFileRoom
Wolters Kluwer
CCH ProSystem fx DocumentCCH Axcess Document
Microsoft
OneDriveSharePoint
ShareFile
SmartVault

Practice management

Thomson Reuters
Practice CS
Wolters Kluwer
CCH Axcess PracticeCCH Axcess WorkstreamCCH Axcess WorkflowCCH ProSystem fx Practice Management
Karbon

Trial balance

Thomson Reuters
Engagement Manager
Wolters Kluwer
CCH ProSystem fx EngagementCCH Axcess Engagement ProCCH Axcess Engagement Essentials
CaseWare

Guided integrations

Denari works directly with your team to build custom integrations with your existing tools. If it's technically possible and legally permissible, we'll connect it.

Built-in controls help your firm maintain compliance with IRC §7216 taxpayer consent requirements, so you can connect your data with confidence.

AICPA SOC

SOC 2 Type II

Independently audited

Our Team

Nate and Sawyer Herbst, founders of Denari

Founders

Nate and Sawyer Herbst founded Denari in 2023 after acquiring a CPA firm and discovering deep inefficiencies across firm operations. With Nate bringing over 30 years of software engineering experience, their mission became clear: build the fully integrated platform modern accounting firms deserve.

The team

Based in Madison, WI with team members across the US, we've assembled a group with deep experience in software and professional services. We take a consultative approach with every firm we partner with, working closely to understand your operations and deliver solutions that truly fit. We're hiring →

The Denari team

Hear from a few of our partners...

De Boer, Baumann & Company

Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect. Their collaborative approach ensures everyone's perspective is valued, leading to thoughtful solutions and better outcomes. Communication is always clear, proactive, and consistent, which makes projects run smoothly and efficiently.

Steve Darrow

Steve Darrow

Partner, De Boer, Baumann & Company

Lucida Tax + Accounting Solutions

We honestly wouldn't be where we are today without Denari's dedication. They've played a huge role in helping the CAS team and Lucida move forward and step into the world of AI with confidence.

Jennifer Okoroafor

Jennifer Okoroafor

Director of CAS, Lucida

Ready to ask your firm's data anything?

See how Denari can transform your practice with a personalized demo.

Book a call