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Agent Studio · Custom Agents

Agents for the workflows no one else will build.

Your firm's methodology and review judgment, codified into custom AI agents you own and control — built with Tellen's forward-deployed engineers and delivered to your teams exactly when they're needed.

Footnote Drafter — Custom Agent Firm-owned
GroundingYour methodologyLicensed researchFootNoteDB
ToolsResearch connectorsTemplate fillerWeb search
InputsTrial balancePrior-year disclosures
OutputsDraft footnoteWorkpaper
Built with Tellen FDEs · governed and controlled by your firm

Purpose-built for audit & accounting

Your firm's best practices, turned into agents.

Generic workflow tools don't understand accounting. Agent Studio is how the processes that make your firm unique become repeatable, governed automation — higher-quality work, in less time.

Built for audit & accounting

Not a generic workflow tool. Every agent, tool, and integration is purpose-built for accounting professionals and the work they actually do.

Your methodology, encoded

The bespoke processes and hard-won judgment that make your firm unique — codified into agents, instead of living as tribal knowledge.

Traceable by design

Every decision references approved sources, and every output is traceable to source documents — so reviewers can verify, not take it on faith.

Audit-native building blocks

Agents work with tools for research, drafting, and analysis, the files that flow through an engagement, and structured audit concepts — samples, accounts, exceptions — they understand natively.

Connected to your systems

Agents plug into the systems your teams already use — client portals, SharePoint, and the documents moving through your engagements.

Agents that work together

Every agent can call other agents: research informs testing, testing generates documentation, and documentation triggers review.

An interconnected ecosystem

Start from a library. Extend it your way.

Agent Studio includes research, testing, documentation, and firm-knowledge agents out of the box — grounded in approved sources and in your firm's own precedents.

Describe the workflow you need in plain English, and a complete agent workflow is generated — inputs, tools, integrations, and outputs — ready to refine with our engineers and roll out on your terms.

Plain-English builderInputs, tools & outputsFirm-managed rollout
Research agentsConnect to licensed tools like CCH AnswerConnect
Testing agentsAttribute testing, controls testing, recalculation
Documentation agentsFootnote drafter, memo generator, workpaper builder
Firm knowledgeFootNoteDB, management letters, technical memos
Every agent can call other agents

Forward-deployed · firm-controlled

Built with our FDEs. Owned by your firm.

Tellen's forward-deployed engineers embed with your firm to build and refine your custom agents — deployed in your cloud tenant, governed by your firm, and delivered to engagement teams when they're needed. Your vendors won't automate your unique processes. Now you don't have to wait for them.

Built by our FDEs, with youAgents you own & controlRuns in your cloud tenantSOC 2® Type 2 examination
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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
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. Tellen has also completed a SOC 2® Type 2 examination performed by an independent CPA firm.

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.