No new software to learn. Tellen lives in Excel and Word.
Our agents learn your methodology, then show up inside your staff's workpaper — training them while they work. Research, testing, evidence collection, and quality enforcement, all in the task pane. No separate login. Value on day one.
“If your engagement teams are having to login to the Tellen web application, we’ve done something wrong.”
Paul Gerlich
CTO, Tellen
Everything your staff needs. Right in the workpaper.
IT installs the add-in once. Staff open their workpaper. Tellen is there. Results write directly back into the document — no copy-paste, no export, no reformatting.
Research agents in the task pane
Standards lookup, guidance search, prior year analysis, methodology Q&A — available in the Excel or Word task pane. Ask a question, get a cited answer, and it writes directly into the workpaper.
Evidence collection without the portal
Evidence requests fire automatically through your client portal. Supporting documents flow straight into the workpaper — no browser tabs, no manual downloads.
Testing automation that writes results back
Execute testing procedures from inside the workpaper. Sample selections, evidence gathering, and conclusions flow directly into the correct cells.
Staff training built into the workflow
Your staff asks a question, the agent answers — grounded in your methodology and the standards. New hires get caught up from last year. Methodology changes are applied everywhere, every time.
One add-in. Every system connected.
Connected to your , , and — all through a single task pane. We build to suite and integrate everywhere. Our team has world-leading expertise in building proprietary, one-of-a-kind integrations.
See it in your workpaper.
We’ll run the add-in inside a real workpaper — research agents, testing automation, and staff training, all live.