AI-powered audit automation: Less admin, fewer errors, and faster client delivery
Every hour spent fixing documents is an hour stolen from client work.
Templafy’s AI-powered document automation helps audit and assurance teams create accurate, compliant, and client-ready documents at scale. All from inside the tools you already use, like Word, Excel, and SharePoint.
Ready to spend less time on documents and more time delivering client value?
KPMG, BDO, and over 4 million users worldwide trust Templafy to power their most critical documents
“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, BDO Canada
The cost of manual document workflows
Your team’s time is too valuable to waste hours chasing templates and formatting files. And today’s clients expect faster turnaround—without sacrificing accuracy or compliance.
Yet manual document work continues to drag audit teams down. Knowledge workers now spend up to 50% of their time preparing documents (ECM Consultant)—time that should be spent delivering real value.
The hidden costs add up fast:
- Wasted hours formatting and fixing documents
- Higher risk from outdated, inconsistent content
- Slower reporting cycles and missed deadlines
- Frustrated teams and rising operational costs
With Templafy, audit teams:
Cut proposal creation time by up to 92% and boost proposal win rates by 14%—iComm reduced proposal creation from 4 hours to 20 minutes.
Save 3–4 hours per employee, every week, based on Templafy customer reporting.
Reduce manual errors and version control risks by centralizing templates and automating governance.
Standardize templates across global teams, supporting firms like Moore Belgium and KPMG.
Create audit reports 25% faster, based on Templafy customer results.
Strengthen audit readiness and compliance across complex, multi-market organizations.
How Templafy helps audit teams deliver more accurate and compliant documents, faster
Templafy’s AI-powered platform streamlines how audit teams create, manage, and control critical content.
AI-powered document generation
Quickly produce consistent audit reports, working papers, risk assessments, and compliance documentation.
Centralized template management
Ensure every document meets brand, legal, and regulatory standards without manual effort.
Seamless data integration
Connect to your ERP, CRM, and content management systems to auto-fill documents with the latest accurate data.
Secure cloud-based access
Enable auditors to work securely from anywhere, with enterprise-grade protection and real-time updates.
Built-in compliance and governance
Govern every document automatically to ensure accuracy, brand alignment, and audit readiness.
Security you can trust
SOC 2, SOC 3, ISO 27001 certified. GDPR compliant. Trusted by 800+ enterprises worldwide.
How Moore Belgium scale faster and smarter with Templafy
“Templafy helped us bring structure and efficiency to our document creation processes. By centralizing templates and automating workflows, we’ve ensured consistent, compliant content—no matter how fast we grow.”
Marketing & Communications Manager, Moore Belgium
Works where your teams work
No need to retrain teams or rebuild workflows. Templafy works inside the tools your teams already know and trust.
Seamlessly integrates with:
- Microsoft Office 365
- Google Workspace
- ERP and CRM systems
- Content management platforms
Why audit and assurance teams trust Templafy
Proven with industry leaders
Trusted by firms like KPMG, BDO, EY, and global enterprises across highly regulated industries.
Built for security
ISO 27001 certified. GDPR compliant. Enterprise-grade encryption and access controls.
Designed for real-world scale
Whether you’re operating in one market or twenty, Templafy helps you manage documents consistently across your entire organization.
Frequently asked questions
What types of documents does Templafy automate for audit teams?
Audit reports, working papers, engagement letters, planning documents, management letters.
Can Templafy integrate with our accounting and CRM systems?
Yes—Templafy integrates with Microsoft 365, Google Workspace, ERP systems, CRMs, and content management platforms.
Is Templafy secure for audit workflows?
Templafy is ISO 27001 certified, GDPR compliant, and built with enterprise-grade encryption and security.
How much time could we realistically save?
Customers typically save 3–4 hours per employee, per week on document-related tasks.
What does pricing look like?
Templafy pricing is customized to the size and needs of your organization. Talk to our team to find out more.
How BDO Norway unified its brand worldwide
“All employees have access to updated and correct content, and we are able to ensure that all disclaimers and general terms are up to date. This saves us a lot of time.” – Ove Forseth, Brand Manager, BDO Norway
By integrating Templafy, BDO Norway successfully standardized its document workflows, ensuring that all audit and assurance documents are consistent, compliant, and aligned with the firm’s branding. Here’s how:
Challenges:
- Ensuring brand consistency across 70 offices and 1,450 employees.
- Managing and updating numerous document templates and digital assets.
- Reducing the risk of inconsistencies in client-facing documents
Solutions:
- Implemented Templafy to centralize and automate document templates.
- Provided employees with easy access to the latest templates directly within Microsoft Office applications.
- Streamlined the process of updating disclaimers and general terms across all documents.
Results:
- Significant time savings in document creation and updates.
- Enhanced brand consistency and compliance across all offices.
- Improved efficiency in producing audit reports and client communications.
Ready to deliver outstanding audits without the document work?
Templafy streamlines audit document creation, so your teams can focus on delivering real client value—not formatting files.
With Templafy’s new AI-powered document agents, creating business documents is as simple as saying what you need. They pull approved content, apply brand standards, and handle compliance, right from inside the tools your team already uses.
Want to move faster, stay compliant, and deliver better accounting documents?