Tellen Logo
Integrations

Tellen works where your teams already work.

Tellen enforces your firm's methodology in the tools your teams already use — the engagement platform, Excel and Word, your client portal. No new login, no parallel system. Higher-quality audits, in less time.

Book a DemoSee the integrations

Connected systems

Quality enforcement, wherever the work happens.

We connect to your engagement management system of record — cloud, on-prem, or in-house — to read the binder, catch quality issues before review, and write conclusions back where they belong.

Inflo
InfloQ2 2026
Systems of Record

Bi-directional sync with Inflo’s cloud engagement platform. We scan your audit binder, detect quality issues, and help remediate them automatically.

Bi-directional syncSign-off trackingIssue creation
ProSystem fx
ProSystem fxQ2 2026
Systems of Record

Bi-directional sync with ProSystem fx. We scan your audit binder, detect quality issues, and help remediate them. Analyze workpapers and automate testing procedures.

Bi-directional syncWorkpaper accessTesting automation
Suralink
SuralinkLive
Client Portals

Tellen automates evidence collection through your portal

PBC automationUpload monitoringClient comms
SharePoint
SharePointLive
Document Storage

Searches and retrieves evidence from client folders

Document searchMetadata indexingVersion history
OneDrive
OneDriveLive
Document Storage

Accesses personal and shared files for evidence gathering

File accessShared foldersReal-time sync
HubSpot
HubSpotLive
CRM

Pulls client, contact, company, deal, and pipeline data into engagement workflows

CRM syncContact dataPipeline context
Propylon
PropylonLive
Licensed Research

Connects Tellen's research agents to your licensed standards and guidance content, so answers cite the sources your team is authorized to use.

Licensed contentCited answersFirm-approved sources
Microsoft Add-in
Microsoft Add-inLive
Productivity

Access Tellen’s research agents, review gathered evidence, and automate testing procedures directly from within your workpapers

In-app researchTesting automationEvidence review
Claude Plugin
Claude PluginLive
AI

Tellen’s full suite of research agents, substantive testing, and financial statement prep tools inside Claude — with traceable citations grounded in your workpapers, audit plans, and memos

Research agentsSubstantive testingFinancial statement prep
Using a different system?

Tellen builds custom integrations with any engagement management system of record in about two weeks, including on-prem, cloud, and firm-built platforms.

Our team has worked with top 20 accounting firms on in-house and cloud solutions, including integrations with Citrin Cooperman and other firms' Caseware environments.

What this enables

Less chasing, more auditing.

When Tellen plugs into the systems your teams already use, the busywork around every test disappears.

Evidence Gathering

Agents search connected document repositories to find supporting documentation without manual searching.

PBC Automation

Tellen's agents draft PBC requests automatically and send them through your existing client portal—then monitor for responses and trigger retesting.

Team Collaboration

Agents flag completed tests, exceptions, and items needing approval to the right people — so nothing waits on a status meeting.

Get started

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
Book a DemoExplore the platform
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.