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Integration Platform

AI Agents That Work Where You Work

Our agents don't just analyze—they read from your systems, write back their conclusions, and collaborate through your existing tools.

Example Agent Workflow

Read Workpaper→Caseware→Search Evidence→SharePoint→Draft PBC→Suralink→Test Complete

Deep Integrations for Audit Workflows

Our agents connect directly to your systems—reading workpaper structures, navigating folder hierarchies, and formatting requests correctly. Bi-directional sync means conclusions flow back automatically.

Caseware DAS

Caseware DAS

Systems of Record

Reads workpapers, writes test conclusions, creates issues

Bi-directional syncSign-off trackingIssue creation
Suralink

Suralink

Client Portals

Tellen automates evidence collection through your portal

PBC automationUpload monitoringClient comms
SharePoint

SharePoint

Alpha

Document Storage

Searches and retrieves evidence from client folders

Document searchMetadata indexingVersion history
OneDrive

OneDrive

Alpha

Document Storage

Accesses personal and shared files for evidence gathering

File accessShared foldersReal-time sync
Microsoft Teams

Microsoft Teams

Pre-release

Communication

Sends notifications, requests approvals, escalates issues

Smart alertsAction remindersTeam mentions
Slack

Slack

Pre-release

Communication

Notifies team members of test completions and exceptions

Channel notificationsDirect messagesAlerts

What This Enables

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 portal (like Suralink)—then monitor for responses and trigger retesting.

Team Collaboration

Agents notify staff via Teams or Slack when tests complete, exceptions arise, or approvals are needed.

Using a Different System?

Our integration framework connects to home-grown and custom systems. Let's discuss your specific setup.

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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 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.

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 Caseware and automates evidence collection through portals like Suralink today. Our extensible integration framework supports connecting to additional systems through mutual buildout—we work with you to integrate your specific tools.

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.