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The AI Agent Workforce for Accounting Firms.

AI agents that read from your systems, execute audit work, and write back—with full traceability at every step.

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Audit Engagement Overview

Trusted by Leading Firms

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Tellen at a Glance

AI agents that work the way your best staff does—with full transparency and traceability at every step.

Substantive Testing
Caseware→
AI Testing→
Suralink→
Workpapers
Sample INV-2847Pass

Invoice amount of $125,000 traced to GL1and confirmed via bank statement2. Revenue recognition per ASC 6063criteria satisfied.

PBC automated by Tellen via Suralink • Workpaper written to Caseware

From PBC to Final Review

AI agents that read from your system of record, automate evidence collection through portals like Suralink, execute multi-layer testing, and write completed workpapers back—using your firm's templates.

  • Tellen automates PBC requests through your portal (e.g. Suralink)
  • Reads workpapers directly from your system of record
  • Multi-layer AI review with full reasoning chain
  • Writes results back using your firm's templates
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Audit File Completeness
Engagement Rules→
Compliance Scan→
Intelligent Notifications→
Action Items
My Engagements3 need attention
XYZ Holdings – 2024 AuditDue Dec 15
Current:
3 signoffs1 doc
Previous:
5 signoffs2 docs
ABC Manufacturing – Q4 ReviewComplete
Current:All complete
Alert sent to J. Smith in Caseware

Never Miss a Sign-Off

Define AI-powered completeness rules by engagement type and status. Tellen scans daily and sends intelligent notifications to your team wherever they work.

  • AI-powered rules by engagement type & status
  • Daily automated compliance scans
  • Intelligent notifications (Caseware now, Teams & Slack soon)
  • Track partner, reviewer & document sign-offs
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Continuous Monitoring
AI Activity→
Analytics→
Dashboards
Recent AI ActivityToday
Substantive Testing • ABC Corp • 12/50 samples
Standards Research • XYZ Inc • ASC 842
Workflow Complete • Smith Trust • Rev recognition

Your Audit, Always in View

See how AI is being used across your firm, client by client. View research, workflow executions, and test results with AI-powered dashboards at every level of management.

  • Firm-wide AI usage visibility
  • Client-by-client activity breakdown
  • Research, workflows & tests all in one view
  • Management dashboards at any level
Learn more
Deep integration with Caseware & Suralink today. Extensible framework for your systemsSee all →

Own Your AI Future. Securely.

Tellen is the only secure agent platform for accounting firms that deploys into your cloud, ensuring your client data never leaves your environment. We combine enterprise-grade security with complete AI transparency.

Your Cloud, Your Data

Deploy Tellen agents within your existing Azure, AWS, or GCP infrastructure. Your sensitive client data stays under your control, always.

SOC 2 Type II Certified

Our platform and practices are SOC 2 Type II certified, ensuring enterprise-grade security and data protection you can rely on.

100% Traceable AI

Every AI decision, consideration, and rationale is meticulously logged. All outputs are backed by verifiable sources for complete transparency.

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FAQ

Frequently Asked Questions

Learn how Tellen’s AI Agent Workforce powers modern accounting firms.

What is Tellen’s AI Agent Workforce?

Tellen’s AI Agent Workforce is a suite of specialized AI-powered agents designed for accounting firms. These agents automate audit workflows, financial statement preparation, and footnote disclosures while ensuring security, compliance, and transparency.

How do Tellen’s AI agents help accounting firms scale?

By automating time-intensive tasks like substantive testing, financial reporting, and consistency checks, Tellen enables firms to handle more engagements without increasing headcount. This drives higher efficiency, capacity, and profitability.

Are Tellen’s AI agents secure?

Yes. Tellen deploys directly into your firm’s cloud environment (Azure, AWS, or GCP), ensuring that sensitive client data never leaves your control. The platform is also SOC 2 Type II certified, providing enterprise-grade security and compliance.

Can Tellen’s AI agents adapt to our firm’s unique workflows?

Absolutely. Tellen’s agents are dynamic learners. They are trained on your firm’s proprietary data, policies, and tech stack, creating a shared knowledge base that evolves with each engagement.

What accounting tasks can Tellen’s agents automate?

Tellen automates tasks across every audit stage, including:

  • Planning: Research and guidance from accounting standards.
  • Fieldwork: Substantive and control testing.
  • Reporting: Drafting financial statements and footnotes.
  • Review: Consistency checks and quality scans.

How does Tellen improve audit quality?

Tellen ensures accuracy and compliance by cross-referencing data, logging every AI decision, and providing 100% traceable outputs backed by verifiable sources—so your audit files are complete, consistent, and trustworthy.

What ROI can accounting firms expect with Tellen?

Firms using Tellen report significant time savings, revenue-per-employee growth, and improved engagement capacity. For example, one firm achieved 332% ROI and saved nearly 300 hours using AI agents.

How does Tellen's pricing work?

Tellen uses outcome-based pricing—we win when you win. Unlike typical SaaS subscriptions that charge regardless of results, our pricing model is tied to the actual value delivered to your firm. This ensures our incentives are aligned with your success, not just seat counts.

Does Tellen integrate with our existing software?

Yes. Tellen integrates with Caseware and automates evidence collection through portals like Suralink today. Our extensible integration framework supports connecting to additional systems through mutual buildout—we work with you to integrate your specific tools.

How is Tellen different from generic AI tools?

Unlike generic AI or off-the-shelf automation software, Tellen is purpose-built for accounting. It is secure, compliance-focused, and continuously adapts to your firm’s unique processes, ensuring firm-specific intelligence.

How can we get started with Tellen?

You can schedule a demo or consultation via our Demo page. Our team will guide you through setup, deployment, and training so your firm can start scaling with AI-powered efficiency.