No new software to learn. Tellen lives in Excel and Word.
Workpapers live in Excel and Word — so that's where Tellen delivers its agents and quality guidance. Research, testing, evidence, and methodology answers in the task pane, written straight back into the document.
In the task pane
Everything your staff needs, right in the workpaper.
Quality guidance and automation arrive at the moment of work — and results write directly back into the document. No copy-paste, no export, no reformatting.
Licensed research, guidance search, prior year analysis, and methodology Q&A. Ask a question, get a cited answer, and it writes directly into the workpaper.
Execute testing procedures from inside the workpaper. Sample selections, evidence gathering, and conclusions flow directly into the correct cells.
Evidence requests fire automatically through your client portal, and supporting documents flow straight into the workpaper — no browser tabs, no manual downloads.
Staff ask a question, the agent answers — grounded in your methodology and approved sources. New hires get caught up from last year's file as they work.
Methodology changes are applied everywhere, every time — so the work is right the first time and clears review without rework.
Your system of record, client portals, and document storage — all reachable through a single task pane. We build to suite and integrate everywhere.
Adoption without the rollout pain
One install. Value on day one.
New platforms fail when staff have to leave the document to use them. The add-in removes that step: IT installs it once, and Tellen shows up inside the workpaper your staff already have open.
There's no separate login and no context switching — which means the quality guidance actually gets used, on every engagement.
Deployed across the firm in a single rollout.
Tellen is already in the Excel and Word task pane.
No separate login, no browser tabs, no training course.
From demo to deployment in 30 days.
We don't just show you the platform. We build with you.