Tellen
The only AI platform for accounting firms
About Tellen
Tellen is an AI workforce platform built for accounting firms that deploys intelligent agents to automate audit workflows across planning, fieldwork, reporting, and review. It operates inside a firm's own cloud infrastructure (Azure, AWS, or GCP), learning from proprietary data and internal policies while integrating with engagement tools like Wolters Kluwer, Thomson Reuters, Caseware, and Inflo.
Pros & Cons
Pros
- Outcome-based pricing avoids the per-seat cost penalty as audit teams scale
- Runs inside the firm's own cloud tenant, so client data never leaves firm control
- Purpose-built for audit workflows rather than a generic AI assistant
- Integrates with the engagement platforms accountants already use
- Backed by adoption at major firms including Grant Thornton, Baker Tilly, and CohnReznick
Cons
- No public pricing — every deployment requires a sales conversation
- No free trial, which raises the barrier for smaller firms to evaluate
- Narrow focus on accounting and audit limits applicability to other industries
- Requires existing cloud infrastructure (Azure, AWS, or GCP) to deploy
- Very few public user reviews to validate experience independently
Key Features
Execution Agents
AI agents that automate routine audit tasks like substantive testing, sampling, and tie-outs across planning, fieldwork, and reporting stages.
Quality Agents
Agents that review workpapers and check audit documentation for consistency and completeness before human reviewers see them.
Tellen QM
Quality management layer that connects firm work directly to quality management standards and internal policies.
Private Cloud Deployment
Deploys into the firm's own Azure, AWS, or GCP tenant so proprietary data and engagement files never leave firm control.
Firm Knowledge Base
Builds a secure, evolving knowledge base from a firm's internal methodologies, policies, and prior engagements.
Engagement Tool Integrations
Connects with Wolters Kluwer, Thomson Reuters, Caseware, Inflo, Microsoft Teams, OneDrive, and Slack so agents work inside existing tools.
Document Intelligence
Converts engagement documents and source files into structured business intelligence for review and analysis.
SOC 2 Type II Security
Enterprise-grade security posture with SOC 2 Type II certification suitable for regulated audit environments.
Pricing
- Pay-per-workflow-execution model
- Deployed into firm's own cloud (Azure / AWS / GCP)
- Execution Agents, Quality Agents, and Tellen QM
- Engagement tool integrations (Wolters Kluwer, Thomson Reuters, Caseware, Inflo)
- SOC 2 Type II security
- 24/7 support, training, and onboarding
Best For
Automating substantive testing
Deploy Execution Agents to handle sampling, tie-outs, and other repetitive substantive procedures during fieldwork.
Pre-review workpaper QA
Use Quality Agents to scan workpapers for inconsistencies and missing documentation before partner or manager review.
Quality management compliance
Use Tellen QM to connect engagement work back to firm quality management policies and audit standards.
Knowledge capture across engagements
Build a firm-wide knowledge base that learns from each engagement and reuses methodology across teams.
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