White-label AI assistant for accounting and advisory firms
Your firm.
Your AI assistant.
An AI solution that knows every client file, delivered under your own logo, branding and pricing.
What was our revenue in the second quarter?
Your revenue in Q2 was €148,200, 12% higher than in Q1. Would you like a breakdown by client group?
The current situation
Clients expect an immediate answer; your team has limited capacity for it
Clients ask recurring questions about their own figures, and every one of them ends up with your staff.
Generic chat tools don't know the client file and don't meet the standards you set for client data.
Software from a third party doesn't strengthen your brand, and so doesn't strengthen the client relationship either.
The solution
An AI solution under your own name
Tellum provides the technology. Your firm keeps the brand, the client relationship and the pricing.
- Your own branding: your logo, colours and domain, with no mention of third parties.
- Knows each client file separately, securely isolated per client.
- Works with the software you already use: Exact Online, Twinfield and Yuki.
How it works
From question to secure answer, fully automated
Your client data
Connects automatically to Exact Online, Twinfield, Yuki and your own archive.
Only the relevant file
The assistant searches only the file of the client concerned.
Answers under your brand
The client receives the answer directly through your own AI portal.
Time savings
Routine questions no longer reach your staff
A conservative estimate based on 21.7 working days per month. We are happy to calculate the actual savings from your own volumes.
Year-end work
The file is ready before your staff start
Requesting documents
Missing invoices and bank transactions are requested from the client.
Checking the file
Gaps are flagged before your staff start on the file.
Reconciling figures
Differences between the general ledger, bank and VAT returns are set side by side.
Bundling open points
Outstanding points are ready as a single overview for your review.
The assistant prepares. Review, corrections and the compilation report remain with your accountant.
More savings
The savings continue beyond year-end work
VAT returns
Periodic returns prepared and anomalies flagged in advance.
Chasing documents
Reminders go out automatically; your team no longer chases paperwork.
Internal questions
Juniors find the answer in the file instead of asking a senior.
Handover
A replacement or new team member is immediately at home in the file.
Archive
Old contracts, deeds and correspondence found in seconds.
Reporting
Quarterly and management reports ready instead of compiled by hand.
Security and GDPR
Every client strictly separated, fully GDPR compliant
Each client's records sit in their own logically isolated environment; no client's records are accessible from another's.
Your client data is never used to train models, neither by us nor by our suppliers.
Hosting and processing exclusively within the European Union, with encryption in transit and at rest.
A data processing agreement, an up-to-date sub-processor register and audit logging per firm.
We are happy to share our architecture, hosting provider and penetration test report with your IT auditor.
Implementation
From first client to go-live within a few weeks
- 01
Introduction and framework
Connection to your software, plus agreements on brand use and compliance.
- 02
Test environment
Go-live with five to ten client files, under your own branding.
- 03
Roll-out
Automated onboarding of the remaining clients.
- 04
Go-live
Your clients use the assistant under your own name.
Introduction
We would be pleased to meet you
In a thirty-minute call we show you how the assistant works with your own software. You will receive rates and terms in a personal proposal, tailored to the size of your firm.