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Substantive Testing

From PBC to Final Review

End-to-end substantive testing automation. Multi-layer AI review with full traceability. Every conclusion linked to source evidence via reference chips.

Substantive Testing Results

The Testing Journey

From data pull to validated conclusions—one continuous flow with intelligent branching.

Pull Samples

Gather Evidence

Match Evidence

Perform Testing

AI Review

Starting test sequence...

Hover over any step to see details

Hover over any node to see details. The flow branches based on AI review results—passes validate immediately, exceptions trigger evidence search and human-in-the-loop PBC approval.

Works with Your Systems

We adapt to your systems, not the other way around. Our proprietary integration framework connects to any system of record.

System of Record

Caseware DAS, CCH Axcess, or your custom system—we connect.

PBC Portals

Tellen automates evidence requests through Suralink, ShareFile, or any client portal.

Document Storage

Connect to your document repositories through our integration framework.

See all integrations

Every Conclusion Traceable

Reference chips are the key. Hover to see rationale, click to open the source document at the exact location.

The invoice amount of $125,000 was traced to the general ledger1and confirmed via bank statement2. Revenue recognition criteria under ASC 6063were evaluated and determined to be satisfied. Testing conclusion: Pass.

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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.