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Header image for Tellen Announces Soc 2 Type Ii Compliance
Security & Compliance
2 min read

Tellen Announces Soc 2 Type Ii Compliance

February 11, 2025
Photo of Deepak Lalit
Deepak Lalit

Tellen, a leading provider of AI infrastructure for accounting firms, today announced that it has successfully completed its SOC 2 Type II audit, receiving an unqualified opinion from its auditors, Advantage Partners. This achievement demonstrates Tellen's commitment to data security, confidentiality, and compliance, providing the highest level of assurance to its clients.

‍ The SOC 2 Type II audit is an independent assessment of a service organization's controls relevant to security, availability, processing integrity, confidentiality, and privacy. The audit covered the period from September 10, 2024, to December 10, 2024. The unqualified opinion signifies that Tellen's controls were found to be effective in meeting the trust services criteria required by a SOC 2 Type II audit.

‍ "Receiving an unqualified opinion on our SOC 2 Type II audit is a testament to the rigorous security measures we have implemented at Tellen," said Deepak Lalit, CEO and Co-founder at Tellen. "Our accounting firm partners can have complete confidence that their sensitive firm and client data is handled with the utmost care and protection when they choose Tellen as their AI infrastructure provider."

‍ Tellen's AI infrastructure empowers accounting firms to deploy their own AI platform while maintaining complete control and security over their data. The platform enables firms to prepare and analyze financial statements for hundreds or thousands of clients efficiently and accurately. ‍ With this SOC 2 Type II attestation and unqualified opinion, accounting firms can trust that their data is safe and secure with Tellen.

About Tellen

Tellen’s AI Platform empowers accounting firms to launch secure, compliant, generative AI solutions for employees and clients. Tellen is the first to market with a generative AI infrastructure solution specifically designed for the accounting profession. Tellen’s infrastructure can enhance a range of accounting services, such as substantive testing, document analysis, financial document cross-matching, checklist automation, procedural automation, audit quality inspection, financial statement preparation, and regulatory compliance. Accounting firms that pride themselves on being innovative and tech-enabled can leverage Tellen's generative AI infrastructure solution to power their accounting AI framework and begin to securely integrate generative AI into their practice.

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.
Does Tellen integrate with our existing software?
Yes. Tellen seamlessly integrates with tools like Microsoft Teams, Slack, SharePoint, OneDrive, Copilot, Caseware, Wolters Kluwer, Thomson Reuters, and Inflo—fitting into your existing audit workflow.
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 Contact page. Our team will guide you through setup, deployment, and training so your firm can start scaling with AI-powered efficiency.