The building blocks to run your firm.
Consolidate critical public accounting systems for both management and production with one partner: Denari. Save time and lead strategically with all your firm and client data in one place.
One platform for every part of your firm.
Denari Papers
Tax, accounting, and assurance engagements with automated trial balance tie-outs and a streamlined review.
Denari Documents
One connected home for every document, with AI-powered intake and full-text search.
Denari Flows
Engagement workflow from scoping and letters through billing and payments.
Denari Portals
A frictionless client front door for gathering documents, signatures, and payments.
Denari Relations
The CRM accounting firms actually use, with pipeline, proposals, and pricing intelligence.
Denari Schedules
The right people on the right engagements with automated resource optimization.
Leaving FileCabinet CS?
FileCabinet CS reaches end of life on December 31, 2027. Denari is the industry’s leader in smooth FileCabinet CS migrations.
Denari Answers
Ask your firm’s data anything.
Natural-language answers across your entire ecosystem, grounded in your data and traceable back to the source. Charts, dashboards, and actions, without waiting on a report.
Explore Answers →Our team
Built by an accounting firm, for accounting firms.
Founders
Nate Herbst and Sawyer Herbst founded Denari in 2023 after acquiring a CPA firm and discovering a large opportunity to make better software the industry deserves. Nate and Sawyer have a combined over 50 years of experience building software for businesses.
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.
We’re hiring →Hear from a few of our partners...
“Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect.”
Steve Darrow
Partner, De Boer, Baumann & Company
“We honestly wouldn't be where we are today without Denari's dedication. They've played a huge role in helping the CAS team step into the world of AI with confidence.”
Jennifer Okoroafor
Director of CAS, Lucida
“This software is so freaking amazing. It's going to literally be firm-changing. The functionality of Answers is beyond what I expected. It's like magic.”
Jenn Hess Williamson
COO & Integrator, BMC
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.