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Copilot & Claude · Firm Knowledge, Everywhere

Your firm's knowledge, inside Copilot and Claude.

Generic AI assistants don't know your methodology. Tellen grounds Microsoft Copilot and Claude in your firm's workpapers, plans, and memos — so every answer is traceable, citable, and one an auditor can rely on. No new platform to learn.

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What does our methodology require for revenue cutoff testing?

Your methodology requires cutoff testing of transactions on both sides of period end, with the sampling approach defined in §4.2 of your audit manual. Your licensed research tool provides the relevant revenue guidance — last year's approach is documented in the FY24 cutoff memo.

Firm methodology — Revenue, §4.2 Licensed research tool — revenue guidance FY24 revenue cutoff memo
Every answer cites its source — your methodology, licensed research tools, prior engagements

Grounded, not generic

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 brings research agents, substantive testing, and financial statement prep into the AI assistants your staff already use.

Connected to your research tools

Tellen can build specialized agents that connect to your firm's licensed research tools, like CCH AnswerConnect, and cite the sources your team is authorized to use.

Your knowledge, codified

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

Inside Microsoft Copilot

For teams embedded in the Microsoft ecosystem. Licensed research, methodology guidance, and quality feedback as you work in Word, Excel, and Teams.

Inside Claude Desktop

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

Claude Code & MCP

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

Agents that train your staff

Your team asks questions in natural language and gets answers grounded in your methodology and licensed research sources. New hires learn while they work; methodology changes apply everywhere.

One connection

Connect once. Grounded everywhere.

Your firm's entire knowledge base — methodology, licensed research tools, prior engagements — becomes available inside Copilot and Claude through a single connection.

Connect via OAuth, no manual uploads. Your staff keep working in the assistants they already use; the answers just get a lot more reliable.

OAuth — connect onceNo manual uploadsNo new platform to learn
System of record Connected
SharePoint & document storage Connected
Firm methodology Connected
Prior engagements Connected
Microsoft CopilotClaudeCopilot & Claude

Firm-controlled · firm-secured

Your firm's AI, in your tenant.

Tellen deploys into your firm's cloud tenant, so your methodology, workpapers, and client data stay under your control — backed by a SOC 2® Type 2 examination, performed by an independent CPA firm, of how we build and operate.

Deploys in your cloud tenantSOC 2® Type 2 examinationYour data stays under your control
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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
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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 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.