Tellen

Tellen is the AI agent workforce for accounting firms. This add-in brings Tellen's AI agents directly into Excel and Word, so audit and assurance teams can analyze, question, and quality-check their workpapers without ever leaving them.

Chat With Your Documents

Open the Tellen pane in Excel or Word and ask questions about the document you're working in. Agents read the open file and respond with summaries, explanations, and analysis — grounded in your engagement's files, not generic answers.

Traceable Answers

Every response includes numbered document references. Click a reference to the file you have open and the document itself navigates to the cited cell or passage; references to other engagement files open a preview right in the pane. Reviewers can verify any statement in one click.

Quality Scan

Run Tellen's Workpaper Quality Reviewer on the workpaper you have open. It flags unresolved placeholders, missing conclusions, incomplete samples, and unaddressed prior review comments — each finding with a severity, an explanation of why it matters, and a suggested fix you can accept in one click.

Works With Your Systems

Tellen connects to your system of record (Caseware, CCH Axcess, or your custom system), PBC portals (Suralink, ShareFile), and document repositories through a proprietary integration framework.

Secure by Design

Tellen deploys into your cloud (Azure, AWS, or GCP) — your client data never leaves your environment. SOC 2 Type II certified. Every AI decision, consideration, and rationale is logged with full traceability.

Requires a Tellen workspace. Sign in with your Microsoft work account. Supports Excel and Word on Windows, Mac, and the web.