Announcement: Tellen Partners With Grant Thornton to Expand AI-Powered Audit Quality Capabilities. Learn more.

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Copilot & Claude Compatible

Your firm’s knowledge, inside the tools your team already uses.

No new platform to learn. Tellen agents plug into Microsoft Copilot and Claude — bringing your methodology, your standards, and your prior engagements into every conversation. Traceable, citable, grounded answers. Not generic AI.

Works where your people already work.

One connection. Your firm’s entire knowledge base — methodology, standards, prior engagements — available inside Copilot and Claude. Connect once via OAuth, no manual uploads.

Microsoft Copilot

For teams embedded in the Microsoft ecosystem. Tellen's agents show up inside Copilot — standards research, methodology guidance, and quality feedback as you work in Word, Excel, and Teams.

Claude Desktop

Conversational research with your firm's knowledge grounded in. Ask about a standard, reference a prior engagement, look up your methodology — the answer comes back with citations.

Claude Code

For developers building audit tooling and automation. Tellen's full agent suite available programmatically via MCP server.

Not generic AI. Your firm’s AI.

The difference between a generic AI answer and an audit-ready answer is your firm’s context. Tellen connects to your , your document storage, and your methodology — then serves it up correctly, every time.

Agents that train your staff

Your team asks questions in natural language. Tellen agents answer — grounded in your methodology and the standards. New hires learn while they work. Methodology changes are applied everywhere.

Real standards, not summaries

Tellen reads the actual codification in real-time — ASC sections, IFRS paragraphs, the full text. Every answer cites exactly where it came from, down to the paragraph.

Your knowledge, codified

Connect your system of record, SharePoint, and methodology. Tellen learns it all. Your institutional knowledge stops walking out the door when people leave.

See the difference.

We’ll show you a generic AI answer next to a Tellen-grounded answer — same question, completely different quality. 30 minutes.

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.