Meet Telli™, your private AI financial analyst for financial reporting insights.

Telli understands your financial statements and reporting structures, and delivers instant insights, visuals, narratives and variance commentary—without exposing your financial data to public AI models.

Analyzes your ReportFYI financial statements and delivers insights in minutes, not days
Runs privately in FYIsoft’s Azure environment (or your own) within your designated tenant and is never used to train public AI models
Provides audit trails with formulas, reasoning, and source GL data for every insight

See how it works with no pressure or long, irrelevant presentation.

You close the books. You run the reports. Then the real work begins: scanning for anomalies, building Excel charts, interpreting trends, drafting variance commentary, and fielding last-minute executive questions—all under deadline pressure.

It’s time-consuming, high-stakes work. And when you’re doing it manually, it’s easy to miss patterns buried in the data or struggle to explain what’s driving a variance.

The result? Finance teams spend more time creating reports and trying to interpret the meaning behind them rather than providing clear, strategic insight. And executives don’t get the strategic insights they need to act.

Unlike high-level FP&A tools or general-purpose AI chatbots, Telli is designed specifically for deep financial reporting intelligence. Scroll over the boxes to learn more about Telli’s capabilities.

GL, segment, and entity-level depth

As long as your financial report is structured accordingly, Telli can interpret it and provide insights down to the general ledger, segment, and entity level.

Multi-entity intelligence

Telli understands rollups, consolidations, and segment structures. Compare locations, departments, entities, and hierarchies—quickly and accurately.

Finance-specific guided workflows

Designed for controllers and CFOs, Telli offers finance-specific prompts and workflows that accelerate the analysis work required for a successful close.

24/7 access to financial expertise

Use Telli Chat to ask accounting questions, refine analysis, or drill into specific areas. It's like having a GAAP accounting expert on call—bridging automated insight with human judgment.

Narrative and commentary generation

Reduce the burden of manual summaries and variance explanations. Telli generates commentary describing what it found, why it matters, potential impact, and recommended actions. Just copy, paste, refine.

Governance and audit support

Each AI-generated insight includes supporting detail: formulas used, reasoning applied, and the underlying GL data analyzed. This creates an audit trail for auditors and regulators.

All resulting in speed to action.

Telli enables you to shift time away from manual analysis and toward higher-value work. Pair ReportFYI financial reporting automation with AI-driven insights to accelerate data-backed decision-making and improve business responsiveness.

From the time books are closed, the process from generating reports to presenting executive-ready insights is traditionally a long and laborious one. Telli cuts through this process and does most of the grunt work for you.

We know confidentiality isn’t negotiable. That’s why Telli is architected differently from consumer AI tools.

Runs in your own Azure environment

Telli operates within your designated tenant and uses your own database, within FYIsoft's Azure environment (or your own).

No public AI training

Your confidential financial data stays in your private environment and is never used to train external AL models.

Best of both worlds

Telli can pull in broader knowledge from public AI models for general guidance and expertise, but your private financial data never flows out—only general knowledge flows in.

Leverages Microsoft Foundry

If your company already uses Foundry for AI dev, Telli can use that same instance so your governance rules and guardrails apply.

Audit-ready transparency

Every insight includes the reasoning, formulas, and underlying GL data used, so auditors and regulators can trace how conclusions were reached.

You stay in control

Customize analysis preferences, tone, output format, and what gets analyzed.

Telli isn’t a generic chatbot. It’s trained specifically for accounting and finance, with layers of built-in intelligence and an understanding of your organization, data, and report structures.

Account administrators can provision users with access to one or more preset analysis capabilities based on need.

Key Insights

Risk & Health

Abnormality Detection

Narrative Summaries

Margin Analysis

Comparative Analysis

Metrics and KPIs

Frequently Asked Questions

Is my data used to train public AI models?

No, FYIsoft’s AI assistant is not used to train public AI models. Telli resides within your own Azure tenant and uses your own database. Your confidential financial data stays in your private environment and is never used to train public AI models.

Where does Telli run, and where does my data live?

Telli runs in FYIsoft’s Azure environment (or your own) within your designated tenant. Your data never leaves your private cloud environment.

What can Telli analyze?

Telli analyzes financial reports generated within ReportFYI. The next release will add the ability to analyze financial statements outside the ReportFYI system.

How does Telli support auditability and governance?

Every insight Telli generates includes supporting detail: the formulas used, the reasoning applied, and the underlying GL data analyzed. This creates an audit trail that auditors and regulators can follow.

Is your AI financial analyst a replacement for my finance team?

No, Telli is not a replacement for your finance staff. Telli is designed to accelerate analysis—not replace human judgment. It handles time-consuming data processing and pattern recognition so your team can focus on strategy, decision-making, and higher-value work.

How is Telli different from generic AI tools like ChatGPT?

A key differentiator between Telli and other tools like ChatGPT is that Telli is built specifically for accounting and finance. It understands financial statement structure, GAAP principles, your company’s reporting data, and multi-entity consolidations. It’s not a general-purpose chatbot—it’s a reporting AI assistant trained for finance roles.

Can Telli integrate with Microsoft Foundry?

Yes, Telli integrates with Microsoft Foundry. If your company already uses Microsoft Foundry for AI initiatives, Telli can leverage that same instance so your existing governance rules and guardrails apply automatically.

How is Telli licensed?

A Telli license authorizes your tenant to use Telli. Individual role-based user licenses are sold for each unique user accessing the platform.

Can I control what Telli analyzes and how it presents results?

Yes, Telli provides full user control over what Telli analyzes and how results are presented. Admins assign analysis capabilities by role, and users can set preferences for tone, output format, and context (e.g., excluding irrelevant line items). You supervise and control the analysis.

What kind of training or onboarding is required?

During implementation, Telli is trained on your organization—your industry, objectives, and reporting needs. Users interacting with Telli will appreciate the guided workflows tailored to finance roles, making adoption intuitive for controllers and CFOs.

See how Telli can accelerate your financial analysis, improve accuracy, and free your team to focus on strategy.

Talk to a finance software specialist. No pressure, no long and irrelevant presentation.

Meet Telli™, your private AI financial analyst for financial reporting insights.

Month-end close shouldn't feel like a scramble.

AI built for real financial analysis—not generic queries.