Workforce Agent Platform for Accounting Firms

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

Try Free Research Agents

FootNote 10K AnalystPrivate Company AICPA Guidelines AnalystPrivate Company US GAAP AnalystUniform Guidance Analyst

Building in Collaboration with leading Accounting and Audit firms

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:

Deploy Secure Infrastructure

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

Upload Data & Activate Model

Upload unstructured files and let the Tellen Data Model turn them into structured, searchable knowledge.

Integrate AI into Your Workflow

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

Use Prebuilt or Custom AI Agents

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

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.

Try Free Research Agents Request Demo

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.