# Denari

## Docs

- [Charts & Tables](https://docs.denari.com/answers/charts-and-tables.md): Visualize your firm data with interactive charts and formatted tables.
- [Data Sources & Connectors](https://docs.denari.com/answers/data-sources.md): Control which data sources Denari Answers can access for your questions.
- [Getting Started](https://docs.denari.com/answers/getting-started.md): Get started with Denari Answers, your AI-powered assistant for firm data and accounting insights.
- [Mobile](https://docs.denari.com/answers/mobile.md): Use Denari Answers on your phone and tablet.
- [Practice CS](https://docs.denari.com/answers/practice-cs.md): Query your firm's Thomson Reuters Practice CS data through Denari Answers.
- [Use Cases](https://docs.denari.com/answers/use-cases.md): Common ways to use Denari Answers across your firm.
- [Web Research](https://docs.denari.com/answers/web-research.md): How Denari Answers uses web search to find current information beyond your firm's data.
- [Authentication](https://docs.denari.com/desktop/authentication.md): How to sign in to the Denari Desktop application.
- [Installation](https://docs.denari.com/desktop/installation.md): How to install the Denari Desktop Windows application.
- [Setup](https://docs.denari.com/desktop/setup.md): One-time setup for the Denari Desktop application.
- [Getting Started](https://docs.denari.com/documents/getting-started.md): Get started with Denari Documents, your firm's central, searchable document library.
- [Intake](https://docs.denari.com/documents/intake.md): Review incoming documents, set their attributes, and file them into the library.
- [Library & Search](https://docs.denari.com/documents/library.md): Group, filter, and search your firm's entire document library by the attributes that matter to you.
- [Versioning & Locking](https://docs.denari.com/documents/versioning.md): Edit documents in place, prevent conflicting changes with locks, and keep a full version history.
- [Clients & Entities](https://docs.denari.com/general/clients-and-entities.md): Manage your client list and legal entities in Denari.
- [Help](https://docs.denari.com/general/help.md): Get in touch with the Denari team for support.
- [Log In](https://docs.denari.com/general/login.md): How to log in to the Denari web application.
- [User Types, Roles & Permissions](https://docs.denari.com/general/roles-and-permissions.md): Understand how user roles, project access, and permissions work in Denari.
- [Approvals](https://docs.denari.com/papers/approvals.md): Approve documents and trial balance accounts.
- [Bulk Actions](https://docs.denari.com/papers/bulk-actions.md): Perform actions on multiple documents at once.
- [Calculations](https://docs.denari.com/papers/calculations.md): Create calculator annotations on PDF documents.
- [Chart of Accounts](https://docs.denari.com/papers/chart-of-accounts.md): View and edit accounts in the Chart of Accounts.
- [Comments](https://docs.denari.com/papers/comments.md): Leave notes and issues on projects and accounts.
- [Create a New Project](https://docs.denari.com/papers/create-project.md): How to create a new Papers project in Denari.
- [Upload & Edit Documents](https://docs.denari.com/papers/documents.md): Upload, edit, and manage documents in your Papers project.
- [Export Project](https://docs.denari.com/papers/export-project.md): Download documents and data from your Papers project.
- [Getting Started](https://docs.denari.com/papers/getting-started.md): Get started with Denari Papers for workpapers and trial balance management.
- [Journal Entries](https://docs.denari.com/papers/journal-entries.md): Create and manage journal entries in your Papers project.
- [Project Reviews](https://docs.denari.com/papers/project-reviews.md): Submit projects for review and manage the review workflow.
- [Project Settings](https://docs.denari.com/papers/project-settings.md): Edit project settings, lock projects, and manage contributors.
- [Projects List](https://docs.denari.com/papers/projects-list.md): View, filter, and manage all your Papers projects.
- [QBO Report Imports](https://docs.denari.com/papers/qbo-reports.md): Import QuickBooks Online reports directly into your project.
- [Account Reconciliation](https://docs.denari.com/papers/reconciliation.md): Reconcile trial balance accounts with supporting documents.
- [Roll Forward](https://docs.denari.com/papers/roll-forward.md): Carry forward documents and simplify project creation for new periods.
- [Roll to Tax](https://docs.denari.com/papers/roll-to-tax.md): Send documents from a CAS project to the corresponding tax project.
- [Customizable Templates](https://docs.denari.com/papers/templates.md): Use and customize folder templates for your projects.
- [Create or Update a Trial Balance](https://docs.denari.com/papers/trial-balance.md): Import trial balances from QBO, CSV, or Excel.

## OpenAPI Specs

- [openapi](https://docs.denari.com/api-reference/openapi.json)

## Optional

- [API Reference](https://gades.prod.denari.tax)