Workforce Agent Platform for Accounting Firms

Workforce agents that power your AI transformation. Grow capacity, not your payroll.

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How It Works

Our free research agents give you a sense of how workforce agents become your digital teammates. However, for the full experience, watch this video:

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1

Deploy Secure Infrastructure

Set up a private cloud environment that ensures firm data remains protected and compliant.

2

Upload Data & Activate Data Model

Ingest unstructured files, then let the Tellen Data Model transform them into structured, searchable knowledge.

3

Integrate AI into Your Workflow

Connect AI tools directly to existing systems across audit, tax, and advisory work.

4

Use Prebuilt or Custom AI Agents

Leverage ready-made AI agents or build custom ones designed for your firm’s unique workflows.

5

Train & Empower Your Team

Enable staff with the knowledge and tools to confidently use and build with AI every day.

The Tellen Advantage

Workforce agents are digital teammates designed to join audit, tax, and advisory teams.

Digital Teammates

Each workforce accounting agent is narrowly defined to do one thing really well. We can build hundreds of specialized agents with you for your team.

Runs in Your Cloud

Agents live and operate from your cloud for maximum security, control, and performance.

Agents Analyze Your Proprietary Data

Agents use the latest AI models to read, organize, extract, transform, and prepare your confidential proprietary data.

Own Your Own Data

Retain full ownership and governance of all firm and client information, with no sharing or exposure outside your control.

Understands Your Work

Tellen’s data model continuously ingests engagement files into a secure knowledge base that grows smarter with every use, helping you surface insights and reuse prior work instantly.

Connects with Your Existing Tech Stack

Seamlessly integrates with the tools your team already uses to avoid disruption and accelerate adoption.

SOC 2 Type II Certified

Enterprise-grade compliance and security, independently verified to meet the highest standards.

Tellen Platform Capabilities

Explore core capabilities. Expand a card to learn more.

Repositories — Gain instant access to firm documents and workpapers through centralized, AI-searchable repositories.

What Customers Say About Tellen

Real outcomes from real firms.

“Tellen gives us our own AI team in-house. The agents work right alongside us, taking on the routine tasks, making us more efficient, and enabling our people to focus on higher-value work and spend more quality time with our clients.”

Tim Showers, Director, McKonly & Asbury

Ready to Modernize Your Accounting Practice?

Try Tellen for free, or request a tailored demo for your firm.