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Agent Catalog

Every agent enforces your methodology.

Agents are the mechanism — audit quality is the point. Each agent in the catalog applies your firm's methodology and approved research sources to its work, so output is right the first time and clears review without redo.

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How the catalog fits together

Execution does the work. Quality enforces the methodology.

Two kinds of agents, one standard of quality. Execution agents produce the work; quality agents validate every output against your firm's methodology and approved research sources before sign-off.

Execution agents

Research, attribute testing, and footnote drafting — agents that do the work, connected to your licensed research tools, such as CCH AnswerConnect, and your firm's methodology.

Quality agents

Audit File Completeness, Consistency Check, and Tellen QM — agents that review execution output for completeness and accuracy against your firm's methodology and approved sources.

The catalog

A library of quality-enforcing capabilities.

Browse the agents available on the Tellen platform — from licensed research connectors to quality review, each built for a specific audit task.

Guidance & Research

Specialized agents connected to your licensed research tools and audit methodology.

Private Company – AICPA Guidelines

Search and interpret AICPA audit requirements for private companies.

AICPA audit methodology searchEngagement-specific guidanceInterpretation support
Private Company Research Assistant

Answers private-company accounting questions using your licensed research tools.

Licensed research tool connectionTopic-based interpretationDisclosure guidance
Public Company – PCAOB Guidelines

Navigate PCAOB standards and interpretive guidance.

PCAOB guidance researchRequirement lookupInterpretive guidance access
Public Company Research Assistant

Research public-company reporting questions using your firm's licensed sources.

Licensed research and SEC guidanceDisclosure requirement searchRule interpretation
Single Audit Q&A Navigator

On-demand guidance for Uniform Guidance and federal grant audits.

Uniform Guidance researchCompliance requirement lookupGrant-specific interpretation
Government Audits (Yellow Book Guide)

Research standards for governmental and Yellow Book engagements.

Yellow Book standards searchAudit requirement interpretationCompliance guidance

Firm Tools

Internal intelligence to improve consistency, leverage firm knowledge, and standardize audit execution.

FootNoteDB – Private

Firm-owned repository of private-company disclosures.

Private footnote libraryHistorical precedent accessFirm-specific disclosure patterns
Management Letters
Coming Soon

Search historical management letter comments.

Recurring deficiency patternsTrend identificationEngagement-level insights
Technical Memos
Coming Soon

Search across firm-prepared technical accounting memos.

Keyword-based memo searchTopic retrievalCross-reference capabilities

Testing

AI-powered tools that accelerate and support audit fieldwork.

Attribute Testing
Beta

AI-assisted attribute testing, evidence evaluation, and support.

Evidence validationSupport linkage reviewAssertion/criteria alignment

Financial Statements

Automated drafting and disclosure support powered by firm and industry data.

Footnote Research & Drafting

Support for drafting and validating client footnotes.

Disclosure retrievalPolicy-based drafting supportPrecedent benchmarking

Quality Review

Continuous, AI-driven review to ensure accuracy, completeness, and compliance before final sign-off.

Audit File Completeness

Identify missing documentation, procedures, and sign-offs.

Completeness reviewMissing documentation detectionSign-off verification
Consistency Check
Alpha

Surface mismatches between financial statements and footnotes.

Footnote–financial consistencyCross-reference validationMismatch identification

Tellen QM

AI-enabled support for designing, implementing, and operating a System of Quality Management consistent with ISQM 1, SQMS 1, and QC 1000.

Quality Risk Assessment
Coming Soon

Identify quality risks and align responses across engagements and workflows.

Risk identification & classificationResponse design & mappingMonitoring activities planning
Quality Monitoring
Coming Soon

Support continuous monitoring, testing, and root-cause analysis at the firm level.

Testing execution & results evaluationFindings & deficiency trackingRoot cause analysis & remediation

Built for your firm

Custom agents, firm-owned and controlled.

Tellen's forward-deployed engineers build custom agents with your firm — encoding your methodology, your policies, and your precedents. The agents are yours: owned and controlled by the firm, deployed in your cloud tenant.

Built with our forward-deployed engineersFirm-owned & controlledDeployed in your cloud tenantSOC 2 Type II
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From demo to deployment in 30 days.

We don't just show you the platform. We build with you.

30-minute platform demo
30-day trial in your environment
Hands-on deep dives with our forward-deployed engineers
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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 attribute 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: Attribute 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 leading to scan your audit binder, detect quality issues, and help remediate them. We analyze workpapers and automate testing procedures through and our Microsoft Add-in — which brings these capabilities right into your existing workpapers. Our extensible integration framework supports connecting to additional systems.

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.