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Audit File Completeness

Never Miss a Sign-Off Again

Stop manually tracking sign-offs and chasing down missing documents. Tellen codifies your firm's completion requirements and automates the monitoring, reminders, and follow-up you're already doing by hand.

Engagement Status

Last scan: 2 hours ago

ABC Manufacturing

47 docs

Sign-offs: 12/12

XYZ Holdings

2 missing partner sign-offs

35 docs

Sign-offs: 8/10

Smith Family Trust

5 missing documents

12 docs

Sign-offs: 3/8

OK
Missing Sign-offs
Missing Documents

You're Already Doing This Work

Every firm tracks engagement completeness somehow—spreadsheets, project management tools, quality teams manually checking files. The work gets done, but at what cost?

Hours of Manual Checking

Staff spend hours each week reviewing engagement files, cross-referencing checklists, and tracking down who needs to sign what.

Endless Reminders

Quality teams send reminder after reminder. Emails get buried. Slack messages get missed. The same people fall behind every cycle.

Last-Minute Scrambles

Despite best efforts, issues surface at partner review. Deadlines slip while teams scramble to complete sign-offs and find missing docs.

The rules are already defined. Your firm knows what needs to happen before an engagement closes. The problem isn't the rules—it's the manual effort required to enforce them.

Automate What You're Already Doing

Same rules, same expectations—just without the manual effort.

1

Codify Your Existing Rules

You already know what's required—partner sign-offs, specific documents, review sequences. We help you translate those requirements into automated rules by engagement type.

Firm Policy→Rule Builder→Engagement Rules
2

Continuous Monitoring

No more manual file reviews. Tellen continuously scans engagements against your rules and surfaces issues the moment they appear—not weeks later at partner review.

Engagements→Compliance Scanner→Status Dashboard
3

Automated Follow-Up

Replace manual reminder emails with automated notifications. Staff get actionable alerts where they work, with direct links to resolve issues. Partners see firm-wide status at a glance.

Deficiency→Caseware→Staff Notified

No More Chasing People Down

Replace manual reminder emails with automated, actionable notifications that go directly into staff workflows—complete with links to resolve issues.

Tellenvia Caseware

Action Required: XYZ Holdings engagement is missing 2 partner sign-offs1

Due date: Feb 15, 2026 (3 days remaining)

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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.