Document Automation Accounting & Financial Services
Get started by talking with one of our specialists. We’ll show how Templafy can help you automate all types of client documents, from proposals and pitches to presentations and reports
- Streamline your entire document creation workflow
- Access approved content and data in a matter of moments
- Generate more professional documents faster
“Templafy helped us gain 1.65$ million in annual WIP savings, unlocking more time for teams to focus on value-add client work”
Paul Vetrone
Director, Innovation & Change, BDO Canada
See Templafy in Action
“Anyone who is not focusing on how to automate their business documents is going to rapidly lose relevance over time. Templafy saves us from that fate.”
Ellen Benaim
Chief Information Security Officer, Templafy
30%
faster document and presentation creation*
25%
reduction in the time spent creating audit reports
11,000+
employees saving time building documents
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting
Your route to productivity
Today
Teams get caught up in a slow and painful document creation process
With Templafy
Manual, repetitive tasks removed, freeing up headspace for value-driven work
Today
Client presentations, reports and proposals still contain critical errors, despite a lengthy review period
With Templafy
Accurate and compliant information and data included in every single report
Today
Disconnected tools and asset libraries make it it harder to do your job
With Templafy
The content you need, when and where you need it
30%
faster document and presentation creation*
10hr
saved per employee, per week creating proposals
7,000+
engagement letters automated monthly, saving time and money
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting
“Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work. The ROI has been huge.”
Petra Cisneros
Mergers & Acquisitions Associate, Aquin