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Meet the People & Vision Behind Tellen

Driven by experience, united by a mission to revolutionize the accounting industry with AI.

Meet Our Leadership

Photo of Deepak Lalit

Deepak Lalit

Co-founder & CEO

Deepak combines deep audit expertise from EY with CFO experience at PE-backed fintechs. He founded Tellen to solve the inefficiencies he witnessed firsthand, empowering auditors with AI.

Former CFO, PE-backed fintech startups
Public company audit experience at EY
15+ years in finance & accounting
Driving Tellen's vision for AI in audit
Photo of Jason Jones

Jason Jones

Co-founder & Head of Growth

Jason excels at scaling tech solutions for professional services. He's dedicated to helping audit firms leverage Tellen's AI to boost capabilities and client value.

Expert in B2B SaaS go-to-market strategy
Proven growth driver for tech startups
Focus on customer success & partnerships
Photo of Paul Gerlich

Paul Gerlich

Head of Engineering

Paul has spent his career building audit and AI solutions at Workiva and AuditBoard. With a Master's in CS focused on AI/ML, he now leads Tellen's engineering, turning our ambitious vision into a powerful, secure platform.

Former engineering lead at Workiva and AuditBoard
M.S. in Computer Science (AI/ML), UIUC
Passionate about building fast, focused engineering teams

Our Collective Experience

Our team and advisors bring a wealth of expertise from world-class financial institutions and tech companies, shaping Tellen's innovative approach.

EY logo
KPMG logo
PwC logo
Goldman Sachs logo
Wolters Kluwer logo
Workiva logo
AuditBoard logo

The Tellen Story

Our Beginning

Tellen was born from direct experience. Co-founder & CEO Deepak Lalit, a veteran of EY and fintech CFO roles, knew the daily grind of audit. Co-founder Jason Jones knew how to scale tech for professionals. They united to build Tellen: a secure, intelligent AI workforce to finally solve audit's core inefficiencies and empower the profession.

Our Mission

To supercharge accounting teams with a network of highly specialized autonomous agents trained in accounting.

Our Vision

A future where every accounting firm leverages knowledge and skills from trained AI Agents that grow with their firm.

Our Journey: Building Tellen

2023 Q4

Founded

Tellen launches after 100+ customer interviews and secures $500K in initial funding from Array Ventures.

2024 Q2

Platform MVP Launch

The Tellen AI Platform goes live with its first working product.

2024 Q3

Pre-Seed Funding

Raises $2M from Blumberg Capital to scale platform development and deployment.

2024 Q4

First Paid Partner

Signs first paid design partner, validating the platform and its applications.

2025 Q1

SOC 2 Type II Certified

Achieves full SOC 2 Type II compliance, demonstrating enterprise-grade security.

2025 Q1

First Top-20 Firm Partnership

Signs first top-20 accounting firm as a design partner.

2025 Q1

Expanding Partnerships

Adds a second top-20 firm and reaches seven total design partners.

2025 Q2

Team Growth

Brings on key leadership from AuditBoard and Wolters Kluwer; expands AI engineering team.

2025 Q3

Seed Round Fundraising

Begins raising seed round with full product nearing production and strong design partner traction.

Ready to Transform Your Firm?

See how Tellen's AI Agent Workforce can empower your team, boost efficiency, and unlock new growth opportunities.

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.
Does Tellen integrate with our existing software?
Yes. Tellen seamlessly integrates with tools like Microsoft Teams, Slack, SharePoint, OneDrive, Copilot, Caseware, Wolters Kluwer, Thomson Reuters, and Inflo—fitting into your existing audit workflow.
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 Contact page. Our team will guide you through setup, deployment, and training so your firm can start scaling with AI-powered efficiency.