One platform to enable efficiency and compliance for client deliverables

Over 150,000 accounting professionals globally are using Templafy to stay on-brand, compliant and productive while creating high-performing business documents more efficiently.

Introduce automation and increase productivity

Top accounting professionals in the Big 4 use Templafy today

Accounting professionals using Templafy’s document automation see an average time savings of 25% on creating proposals, engagement letters, SOWs, midpoint review decks, audit reports, and other deliverables within financial and management accounting, auditing services and financial advisory areas.

Templafy replaces manual working methods with smart, semi-automated workflows. The result is accuracy, standardization of client deliverables, and efficiency across the business. 

Building client deliverables quickly and accurately

Save 16-hours per month

Research shows 90% of Templafy’s users in the accounting sector are using PowerPoint daily or multiple times per week. The platform is saving an average of four hours per week* per employee on manual content review with Templafy.

*Forrester Total Economic Impact study of Templafy 2019

Benefits of Templafy for accounting firms

See exponential growth through time saved with every document

No more redundant tasks, like searching for approved content, templates and correct disclaimers, as employees have access to relevant data and content directly within the application being used, whether it’s Word, PowerPoint or Excel.

Creating audit reports, plans and reviews is a quick and accurate process with automation inserting correct information from connected systems in real-time. Employees are guided through simple options to automatically compile deliverables tailored for specific clients.

Significant time-savings with an automatic review of the deliverable before sending it to the client. Whole presentations are scanned automatically for errors, and any inconsistencies are fixed with one click.

More than two million professionals around the world have chosen Templafy

Leading accounting and audit firms, banking, legal and insurance services, global consumer brands, healthcare and educational institutions trust Templafy to enable their business document creation.

Unified workflow

Enhancing your firm’s current tech stack

Templafy connects and streamlines your firm’s document creation workflow. It provides access to all relevant document assets from inside the applications that accounting professionals use the most, like PowerPoint, Word, Excel, G Suite, Workspace, and Salesforce.

By storing templates and assets in the cloud, and supporting centralized storage systems, you can continue using your existing storage method alongside Templafy. The result is an intelligent, unified, and secure document workflow, from creation to storage.

Interested in how other accounting firms and global enterprises have transformed their way of working with client-facing documents? Book your non-binding and free demo, and we’ll show you what you need to know.