#USA #New York #Citrin Cooperman #AI Audit #Tellen

Citrin Cooperman's Strategic Investment in Tellen

On May 19, 2026, Citrin Cooperman Advisors LLC revealed a strategic investment in Tellen, a move that underlines its commitment to integrating artificial intelligence into the auditing sector. As one of the prominent providers of professional services aimed at private, middle-market businesses and high-net-worth individuals, this partnership is set to enhance their operational capabilities significantly.

Citrin Cooperman's collaboration with Tellen is not merely a financial transaction but a multi-year strategic relationship aimed at developing and deploying AI-powered auditing solutions. Tellen's innovative engineering team will work closely with Citrin Cooperman's professionals to refine their AI platform, aimed at revolutionizing audit and assurance processes. The accountants at Citrin Cooperman foresee a future where AI will play a pivotal role in the profession, helping firms innovate while providing unmatched value to their clients.

Alan Badey, CEO of Citrin Cooperman Advisors, emphasized the transformative potential of AI in the accounting industry, stating, "This investment reflects our belief that AI will fundamentally reshape the accounting profession." He noted that the collaboration with Tellen aligns with their vision to continue evolving assurance capabilities through advanced technology, while adhering to the standards and governance expected of licensed CPA firms.

Citrin Cooperman has experienced remarkable growth in recent years, having doubled its business largely due to organic growth and strategic acquisitions. The firm is now focusing on harnessing AI technologies to catalyze one of the most ambitious transformations within the accounting field. By investing in Tellen, they are not only expanding their service offerings but are also positioning themselves at the forefront of AI integration in auditing.

Deepak Lalit, the CEO of Tellen, expressed enthusiasm in deepening their relationship with Citrin Cooperman, noting that their collaboration as both strategic investor and innovation partner would yield significant advancements in the application of AI within practical assurance contexts. Together, they aim to develop workflows that elevate the quality of assurance, enhance operational efficiency, and modernize services delivered by accounting firms globally.

The joint efforts between Citrin Cooperman and Tellen indicate a commitment to further advancing assurance and quality management processes through AI-enhanced technologies. This collaborative approach illustrates how Citrin Cooperman plans to not only advance its AI transformation strategy but also ensure sustainable operational growth in the long term.

About Citrin Cooperman

Citrin Cooperman is recognized as the leading provider of accounting, tax, and advisory services tailored for private, middle-market businesses, and affluent individuals. With over 3,600 professionals devoted to making a positive impact, Citrin Cooperman is consistently recognized among the fastest-growing firms in America.

The company's dynamic culture is supported by a strategic approach to growth, along with a commitment to delivering exceptional client service, maintaining professional excellence, and fostering deep industry expertise. Furthermore, Citrin Cooperman operates as an independent member firm of the Moore North America, Inc. (MNA), reflecting a global network’s commitment to high-caliber service delivery.

About Tellen

Tellen is an innovative platform tailored for accounting firms, offering intelligent workflows across audit, quality management, and various financial reporting processes. By harnessing AI technology, Tellen empowers firms to modernize their operations, increase audit quality, and streamline service delivery to better meet clients' needs. With its global reach, Tellen is set to transform the assurance landscape by integrating cutting-edge technologies in accounting.