ACCOUNTING
Streamlined workflows, happier clients
Generate proposals, letters, and reports quickly with automation and managed AI.
Eyes on deals, not documents
Accurate and compliant documents – 30% faster
With Templafy
Win more with automation
Eliminate manual, repetitive document work and free up time for value-driven tasks.
“Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work.”
Petra Cisneros
Mergers & Acquisitions Associate, Aquin
With Templafy
Deliver accuracy, every time
Ensure every document contains up-to-date content and client data with centralized content management.
“On a brand level, we definitely come across as being more professional. With Templafy, it is easier to produce on-brand content than to go off-brand.”
Sille Stener
CMO, SDC
With Templafy
Stay secure and compliant
Automate your document generation workflow to ensure full compliance with industry standards and regulations.
“We’re never asked to report ROI on Templafy because it’s far too obvious how essential of an investment it is for our team – and I don’t expect that request to ever really come through.”
Sebastien Dubrelle
CIO, Moore
Focus on the work that matters most
Save time building and perfecting accounting documents, and spend it where it has the most value.
“Templafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.”
Morten Kvist Thomsen
Executive Director Global Partner Solutions, Microsoft
FLEXIBLE TEMPLATES
on-demand webinar
How BDO Canada is defining the future of Accounting
Find out how automation is helping BDO Canada improve its client experience and generate better results.
“Our teams look for opportunities to generate revenue and increase profitability. One quick win with Templafy was the amount of time saved searching for and editing documents. It also enabled them to quickly produce documents in compliance with our corporate visual identity.”
Paul Vetrone
Director of Audit Transformation & Innovation, BDO Canada
Additional RESOURCES
The role of document automation in accounting
Here’s what else you need to know about Templafy and its impact on accounting.
