AI-powered accounting documents: On-brand and on time
Drowning in document work? Templafy is the document generation platform that helps accounting firms create client-ready documents in seconds. Right from the tools they already use, like Microsoft Office, Outlook, and SharePoint.
Ready for AI-powered accounting documents that are fully branded, accurate and compliant?
Why do accounting firms need AI and automation?
For accounting firms, documents aren’t just paperwork—they’re your product. Every proposal, engagement letter, and financial report is a chance to showcase your firm’s expertise and brand.
Templafy’s AI-powered document generation does more than speed things up. It gives your company full control over AI use and keeps all brand assets, compliance statements, and company data in one place.
The result is high-quality, fully branded documents that keep your accounting teams happy and your clients coming back for more.
AI
The benefits of AI-powered documents
- Get documents out the door 30% faster
Templafy cuts down document creation time, so your teams can deliver quickly without sacrificing quality. - Error-free, every time
Automating creation of these high-impact documents increases accuracy and eliminates possibilities of human error. - Maintain brand reputation
Centralized control of brand assets and automated template management mean brand consistency in all documents. - Stay on the right side of compliance
With everything managed in one place, you can trust that every document meets regulatory standards. No double-checking needed. - Work smarter, not harder
Automating repetitive tasks frees up your accountants to focus on strategic and high-impact tasks. - Proven impact
Trusted by accounting giants like KPMG and EY, Templafy is setting a new industry standard for better, faster documents.
How Templafy generates industry-leading docs in seconds
We’re on a mission to give accounting firms access to the full creativity and time-saving power of AI—without the hallucinations, compliance risks, or inconsistent branding.
With smart templates, seamless integrations, and centralized control, Templafy takes the repetitive, manual work out of document creation—all while creating documents that are unmatched in quality.
Built-in features for accuracy, compliance,
and efficiency
Flexible, compliant document generation
From engagement letters and financial reports to proposals and contracts, Templafy’s dynamic templates guide you through every step, ensuring compliance and brand alignment in every document.
Centralized templates and assets
Keep all your accounting templates, compliance statements, and brand assets in one secure place. That way, every document is correct and consistent, no matter who’s creating it.
Cloud-based access
Work from anywhere, anytime. Templafy’s secure cloud-based platform allows your team to create, edit, and manage documents whether they’re in the office, at home, or on-the-go.
Automated data integration
Templafy connects directly with your accounting tools and databases to automatically pull in the latest financial data—eliminating manual data entry and reducing human error.
Seamless integration with everyday apps
Create documents directly within Microsoft Office, Outlook, and SharePoint. No switching apps or learning new software needed.
Designed for real accounting workflows
Your accountants aren’t designers or IT experts. That’s why Templafy is built to be user-friendly and accessible. Templafy takes care of document work, so your team can focus on strategic tasks and client services.
Smarter, faster document creation with AI and automation
Templafy’s AI-powered tools take efficiency to the next level, helping accountants generate, review, and refine documents with ease.
AI-powered document generation
Need an engagement letter, financial report, or contract? Templafy’s intelligent automation and AI generate business-critical documents with precision—every time.
Effortless AI review and editing
Polish your content faster. Templafy AI streamlines review and editing, helping you refine documents with ease and finalize them in record time.
The perfect Copilot companion
Using Copilot? Take it further. Templafy ensures Copilot generates branded, compliant documents—so your AI-powered workflows stay on track.
on-demand webinar
How BDO Canada is leading the future of accounting
Find out how Templafy’s AI and automation tools are helping BDO Canada deliver better client services and generate better results.
“At BDO, our focus is on delivering tangible results in a seamless and efficient way. The quality and consistency of the documents we deliver to our clients is non-negotiable. Using Templafy to streamline that process assures quality and allows our team to spend more time building client relationships.”
Brion Hendry
Partner and Assurance Innovation Leader
Ready to see it in action?
Powerful can be simple. We’d love to show you how easy it is to create fully branded, compliant documents with managed AI and automation.
Frequently asked questions
Not quite ready to book a demo? Here’s what you need to know.
What is AI-powered document generation?
AI-powered document generation uses AI to create business documents automatically. With Templafy, this means transforming repetitive, manual tasks—like filling in templates or formatting reports—into quick, simple processes that save time and reduce errors.
How does Templafy AI help with document review?
Templafy’s AI tools makes it easier to review and edit documents seamlessly withing MSFT Office applications. It helps to reduce time spent it editing documents so that the final version can be created within a fraction of time.
How can AI improve accounting workflows?
AI can handle the heavy lifting of document creation, from generating proposals and financial reports to automating compliance statements. Templafy’s platform pulls data from approved sources, applies brand guidelines, and ensures every document is client-ready—without the manual work.
How does Templafy make AI safe for accounting firms?
Templafy combines managed AI with rules-based automation. Built-in guardrails set clear parameters for prompts, so every document stays on-brand, compliant, and consistent.
Who uses Templafy?
Our platform is used by over 800 organizations worldwide, including industry leaders like KPMG, EY, and BDO.
Check out our customer cases to find out more.
What types of accounting documents can Templafy automate?
Your company, your templates—there are endless possibilities. Here are just a few document types our customers love creating with Templafy:
– Proposals
– Engagement letters
– Financial statements
– Audit reports
– Client presentations
– Compliance documents
– Pitch decks
Can Templafy integrate with our existing tools?
Yes! Templafy works seamlessly with document tools like Microsoft Office, Outlook, SharePoint, and more.
It also integrates with Digital Asset Management (DAM) systems like Bynder, Frontify, and Brandfolder, as well as CRM systems like Salesforce and DMS tools including iManage and NetDocuments.
Whether your team is collaborating in Microsoft Teams or managing business data through an ERP system like Microsoft Dynamics 365, Templafy fits right into your tech stack—keeping everything on-brand, compliant, and efficient.
How secure is Templafy’s platform?
Templafy takes security seriously. Our cloud-based platform is equipped with enterprise-grade security measures, including:
ISO 27001 Certification
GDPR Compliance
SOC 2 Certification
SSO and MFA Support
These badges of trust mean your sensitive data and documents are always protected.
How easy is it to get started with Templafy?
Very. Our platform is designed to work inside the apps you already know, with minimal training required. Our customer success team will guide you through the setup process and offer ongoing support—making implementation as smooth as possible.
Still have questions? Book a demo today to see Templafy in action and ask our reps anything you need to know.
Book a demo