Denali Business

Start by tailoring Denali Business to how your team actually works. Import your chart of accounts, connect bank feeds, set tax jurisdictions, choose base and foreign currencies, and enable only the modules you need today. Assign roles so bookkeepers, managers, and your CPA see the right screens and approvals. Create item catalogs, vendor lists, and customer records, then set default terms, templates, and numbering so invoices, purchase orders, and receipts flow without manual edits.

Handle day-to-day operations in one pass. Draft quotes, convert them to invoices, schedule recurring billing, and accept partial payments while Denali updates receivables and aging automatically. Use dunning rules to nudge late accounts and log every call in collections. On the purchasing side, raise POs from reorder points, match bills to receipts, and route payables through approvals with spend limits. Employees capture expenses on the go; approvers review line items and attach receipts before posting, keeping reimbursements and card transactions clean and auditable.

Close periods with fewer clicks. Reconcile bank and card statements by auto-matching cleared items, flagging exceptions for review. Post journal entries with templates, accruals, and allocations straight to the general ledger. Recognize revenue by schedule or milestone, and track job costs by project phase to see margin drift early. Build budgets from last year’s actuals, test scenarios, and push forecasts to cash flow views. Slice performance with custom report filters—by location, department, rep, or project—and export packs for leadership or lenders without reformatting.

Run payroll end-to-end: set earning codes, benefits, and deductions; preview liabilities; and produce paystubs and year-end forms. Denali calculates withholdings and supports multi-state situations, then posts payroll entries to the books automatically. Manage fixed assets with depreciation schedules and disposal tracking for accurate balance sheets. If you work across borders, invoice and collect in multiple currencies while Denali handles conversions and gains/losses. Invite your external accountant with secure access, lock closed periods, and rely on an audit trail that records every change. As your operations expand, add modules without rebuilding your setup, and keep teams aligned with alerts, approvals, and repeatable workflows that scale.