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AI tools for Finance

Tellen — AI for Finance & Business

Enforce audit quality and methodology directly in your workpapers, eliminating rework and accelerating review cycles.

AI agents custom-built for your firm to ensure work is right the first time and clears review without the redo.

Best forAI in Finance
DifferentiatorCustom-built AI agents enforce your firm's specific methodology.
ProofSOC 2 Type II certified; Deploys in your firm's private cloud.
Explore Tellen
Pricing on request
7.2 Zekai
Audit Quality Enforcer
AI for Finance & Business
Ease of Use
5.2
Accuracy
9.0
Value
6.4
Time Saving
7.6
Custom AgentsIn-Cloud DeploymentSOC 2 CertifiedExcel & WordOutcome Pricing
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 6, 2026
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Zekai Verdict

What is it?
Tellen is an AI platform designed for audit and advisory firms to improve audit quality and productivity.
Best for
Best for audit firms looking to embed their specific methodologies into AI agents to standardize quality and reduce…
Not ideal for
Requires custom implementation with 'forward-deployed engineers,' suggesting a significant setup process.
Price
Pricing on request
Zekai Score
7.2/10
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⚡ Quick answer

For Finance & Business Analytics professionals in audit, Tellen is a leading AI platform for improving audit quality and productivity. It stands out by embedding custom AI agents, built on your firm's specific methodology, directly into Excel and Word to prevent rework. Its SOC 2 Type II certification and in-cloud deployment also address critical data security needs.

CategoryAI Audit Platform
Best ForAudit firms seeking to standardize quality and reduce rework.
Price FromOn request
FreeNo (30-day trial)
DifferentiatorCustom-built AI agents enforce your firm's specific methodology.
ProofSOC 2 Type II certified; Deploys in your firm's private cloud.
Rating7.2/10
📖 About Tellen

Tellen is an AI platform designed for audit and advisory firms to improve audit quality and productivity. It deploys custom AI agents directly into your workflow (Excel, Word) to enforce your firm's methodology, catch errors early, and reduce rework.

How It Works

Your workflow, automated

1
Codify Your Methodology
Tellen's forward-deployed engineers work with you to build custom AI agents based on your firm's unique review processes and methodology.
2
Automate Quality Checks In-Flow
Staff and seniors use the Quality Companion in Excel and Word, which automatically flags issues and provides guidance as they work.
3
Accelerate Engagement Review
Run QualityScan AI across the entire audit binder to find inconsistencies and gaps before manager, partner, or inspection review.
Ready to automate your workflow with Tellen?
Explore Tellen →
Real Impact

Before & After

❌ Before

Hours spent on rework due to inconsistent workpapers and late-stage review surprises.

High review comment volume
✅ After

Audits clear review faster with fewer comments, as quality is enforced from the start.

First-time-right workpapers
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Scan workpaper and ask questions

Scan the uploaded workpaper ([FILE NAME]) and answer specific questions about its content. For example, 'What is the total amount of exceptions noted?' or 'List all invoices over $100,000.' Ensure the answers are directl…

Identify audit binder completeness issues

Perform a QualityScan AI on the audit binder for [ENGAGEMENT NAME]. Identify any gaps in completeness, inconsistencies, or deviations from our firm's established methodology. Summarize the key findings that require atten…

Enforce firm methodology in Excel

Act as a Quality Companion within Excel for the [WORKPAPER TYPE] workpaper. Ensure all entries adhere to our firm's methodology, referencing approved research sources and prior year data. Flag any potential issues or mis…

AI Prompts

Prompts for Finance

Prompt 01 Prompt for Auditing an AI Vendor's Incident Response Plan
You are a Senior Compliance Officer at a financial institution subject to SEC Regulation S-P. Review the attached Security Incident Response Plan from [[AI Vendor Name]]. Cross-reference it against the 2026 amended Reg S-P requirements. Ide…
Prompt 02 Generative AI Prompt for Variance Analysis
You are an FP&A analyst preparing a monthly financial review. Based on the following data comparing budget vs. actuals for the last quarter, write a concise summary (under 150 words) for the CFO. Identify the top three largest variances (ab…
Prompt 03 Revenue Forecast Prompt for Power BI Copilot
You are an FP&A analyst building a driver-based revenue forecast for the next 4 quarters. Using the connected data from our ERP (financials) and CRM (sales pipeline), create a time-series forecast for 'Total Revenue'. Use 'New Bookings', 'R…
See all 35 AI prompts for Finance →
Social Proof

Trusted by professionals

Ease of Use
5.2
Accuracy
9.0
Value
6.4
Time Saving
7.6

"Tellen has fundamentally changed our review process. The amount of time saved on clearing basic review notes is staggering. Our team can now focus on actual risk areas instead of documentation consistency."

Alex D., Audit Manager · June 2026

"The ability to codify our firm's judgment into agents gives me confidence that quality is being maintained on every engagement, even with junior staff. It provides leverage we never had before."

Samantha P., Partner · May 2026

"The initial setup with their engineers is a significant time investment, but once it's running, the agents are incredibly effective. It's not a plug-and-play solution, so be prepared for that commitment."

Chris L., Senior Auditor · June 2026

"The fact that Tellen deploys into our own Azure environment and is SOC 2 certified was non-negotiable for us. It met our security requirements out of the box, which is rare for AI tools."

Maria R., IT Director · April 2026
See Plans & Pricing →
Connects With

Tellen integrations

Microsoft Excel Microsoft Word Microsoft Copilot Claude Azure AWS GCP Leading engagement management platforms
Setup complexity: Custom Implementation
Tellen is an AI platform designed for audit and advisory firms to improve audit quality and productivity. It deploys custom AI agents directly into your workflow (Excel, Word) to enforce your firm's methodology, catch errors early, and reduce rework.
Comparison

Best Tellen alternatives

Tellen vs. Generic AI (e.g., Copilot, Claude): While generic AI tools can assist with research and drafting, they lack the specific domain knowledge and enforcement capabilities for audit. Tellen is purpose-built for audit, deploying custom agents based on your firm's methodology directly into Excel. Pick Tellen when you need repeatable, auditable, and methodology-compliant AI for core audit tasks. Use generic AI for ad-hoc research or general content creation where firm-specific enforcement isn't critical.

The decision

Is Tellen worth it?

Return on investment
Based on vendor data, firms can see significant returns, with one case study reporting a 332% ROI and saving nearly 300 hours on engagements.
Built for
Audit and advisory firms, specifically engagement teams, audit seniors, managers, partners, and quality management professionals.
Effort to adopt
Custom Implementation
Compliance
SOC 2 Type II certified. Deploys into your firm's own Azure, AWS, or GCP environment, ensuring client data remains under your control. The platform is designed to support ISQM 1, SQMS 1, and QC 1000 standards.
Who It's For

Why Finance & Business choose this tool

🎯
Built for
Best for audit firms looking to embed their specific methodologies into AI agents to standardize quality and reduce rework across engagements.
In-Depth Overview
For finance and audit professionals, the cost of an error multiplies the later it's caught. Tellen's core logic is to shift quality control from a late-stage review bottleneck to an in-the-moment assistant. Instead of generic AI, Tellen builds custom 'Quality Agents' with its 'forward-deployed engineers' based on your firm's specific methodology and past engagements. This ensures the AI's output is not just a suggestion, but a compliant action that aligns with your firm's standards. Proof of its suitability for the demanding audit profession lies in its architecture. Tellen deploys directly into your firm's own cloud environment (Azure, AWS, or GCP), meaning sensitive client data never leaves your control. This is backed by a SOC 2 Type II certification, a critical requirement for handling financial data. By embedding these custom, secure agents within the tools your team already uses like Excel and Word, Tellen removes the friction of adopting new software while directly addressing the primary drivers of inefficiency: rework, inconsistent documentation, and late-stage review surprises.

Key Use Cases

📊
Eliminate review notes and rework on revenue testing
Audit Senior
Use the Tellen Quality Companion in Excel to automatically check revenue testing workpapers against firm methodology, flagging inconsistencies or missing documentation before submitting for manager review.
Fewer late-stage surprises
✓ Pros
Enforces firm-specific methodology, reducing rework and review comments.
Integrates directly into existing workflows within Microsoft Excel and Word.
High security: SOC 2 Type II certified and deploys in your firm's private cloud.
Catches quality issues at the source, not during final review.
Outcome-based pricing model aligns vendor cost with firm success.
· Cons
Requires custom implementation with 'forward-deployed engineers,' suggesting a significant setup process.
No public pricing; requires a demo and sales consultation.
Not an off-the-shelf tool, likely involving a longer procurement and deployment cycle.
Highly specialized for audit; may be less applicable for general business analytics.
⚡ Editorial Verdict

Tellen offers a powerful, targeted solution for a major pain point in audit: inconsistent quality and costly rework. Its approach of building custom, methodology-specific agents that work inside existing tools like Excel is a significant advantage. The main trade-off is the high-touch, custom implementation model, which implies a higher cost and commitment than off-the-shelf tools.

See all 373 AI tools for Finance → Browse the AI Directory →
Questions & Answers

Frequently asked questions

How does Tellen improve audit quality?

+
Tellen improves audit quality by enforcing your firm's methodology on every output. It catches missing documentation, unclear conclusions, and inconsistencies directly in the workpaper, moving quality control to the very start of the audit process to prevent rework.

Is Tellen secure for handling sensitive client data?

+
Yes. Tellen is SOC 2 Type II certified and deploys directly into your firm’s own cloud environment (Azure, AWS, or GCP). This ensures that sensitive client financial data never leaves your control.

Can Tellen adapt to my firm's specific audit workflows?

+
Absolutely. Tellen's 'forward-deployed engineers' embed with your firm to build custom quality agents from your actual review processes. The agents are trained on your firm's proprietary data and policies, making them specific to your workflows.

What is the ROI of using Tellen for my audit firm?

+
Firms using Tellen report significant time savings and improved engagement capacity. The vendor cites a case study where a firm achieved a 332% ROI and saved nearly 300 hours by using the AI agents to automate time-intensive tasks.

Does Tellen integrate with existing audit software?

+
Yes, Tellen integrates with leading engagement management platforms to scan audit binders. It also has a Microsoft Add-in that brings its capabilities directly into your existing Excel workpapers and Word documents.

How is Tellen different from generic AI tools like ChatGPT?

+
Unlike generic AI, Tellen is purpose-built for accounting and audit. It is secure, compliance-focused, and its agents are custom-built to enforce your firm's specific methodology, providing traceable, auditable outputs rather than general suggestions.

Last reviewed:

Plans & Pricing

Tellen pricing and plans

Pro
Pricing on request
Outcome-based pricing model. Requires a demo and consultation with the vendor.
Start Pro Plan

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

AI-Powered Audit Quality: A Starter Guide
  • Identifying the biggest sources of rework in your practice.
  • How AI agents enforce methodology vs. static checklists.
  • Key questions to ask when evaluating an AI audit platform.
  • Understanding outcome-based pricing vs. seat-based models.
  • Security must-haves: Why in-cloud deployment and SOC 2 matter.
+4 more steps inside the guide
Send me the full guide

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About Tellen

Full Description

Tellen is an AI platform designed for audit and advisory firms to improve audit quality and productivity. It deploys custom AI agents directly into your workflow (Excel, Word) to enforce your firm's methodology, catch errors early, and reduce rework.

Editorial Verdict

Tellen offers a powerful, targeted solution for a major pain point in audit: inconsistent quality and costly rework. Its approach of building custom, methodology-specific agents that work inside existing tools like Excel is a significant advantage. The main trade-off is the high-touch, custom implementation model, which implies a higher cost and commitment than off-the-shelf tools.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Tellen unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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