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Quality Companion · Workpaper Quality

More than a checklist — a custom quality companion.

AI quality guidance embedded right in Excel, Word, and the browser. Grounded in your firm's methodology and the standards — so the work is right the first time, regardless of who's doing it.

Vandelay_Revenue_Testing_Workpaper.xlsx
ABCDEST
3SampleInvoice #CustomerShip dateAmountException?Conclusion
41INV-251201Kruger Industrial12/29/25$312,400NoProperly recorded in 2025
52INV-251202Vandelay Imports12/30/25$498,200NoProperly recorded in 2025
63INV-251204Pendant Publishing12/31/25$201,750NoCleared < tolerable
74INV-251088Kramerica Ind.11/14/25$ 88,900NoNo exception
85INV-251311Brandt-Leland12/02/25$144,300NoNo exception
96INV-251402Royal Bakery12/18/25$ 62,150NoNo exception
Tie-OutSample TestingCutoff TestingCredit MemosControl
Tellen · Vandelay Industrieselaine.benes@vandelay.com

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Grounded, not generic

A first line of defense for the staff doing the work.

Quality Companion isn't a static checklist. Our forward-deployed engineers build custom agents for your firm, grounded in the full context an expert reviewer would have.

Standards & interpretations

The applicable standards — and the judgment of knowing when to apply which interpretation — applied in the moment, as the work happens.

Prior + current year

Last year's engagement and this year's are right there, so conclusions stay consistent and roll forward correctly.

Your methodology, enforced

Your firm's methodology becomes an enforceable quality gate — not a suggestion buried in a manual.

Where work happens

Embedded in Excel, Word, and the browser. No new software to learn, no extra login — value on day one.

Caught before review

Surfaces missing documentation, unclear conclusions, and methodology gaps before a reviewer ever opens the file.

Trains your staff

Staff ask questions and get cited answers from your methodology and the standards — they learn the right way, every time.

Forward-deployed · firm-controlled

Built from the review work your reviewers actually do.

Our forward-deployed engineers embed with your firm to codify hard-won review judgment into firm-specific agents you own and control — then Tellen delivers them to engagement teams exactly when they're needed.

Built by our FDEs, with youAgents you own & controlFirm-managed rollout & access
Get started

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
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.