AI-powered financial document generation in Microsoft 365
AI can speed up financial documents. Templafy makes sure they stay accurate and compliant.
Templafy automates financial document generation directly in Microsoft 365 using enterprise-safe AI and approved data from your systems, so every document is audit-ready by default.
“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
Trusted by 800+ organizations that prioritize compliance
Top 5 reasons to automate financial document generation
Finance teams are expected to deliver accurate, compliant documents quickly. But manual document creation slows teams down, increases risk, and steals time away from higher-value work.
With Templafy, finance teams generate reports, board presentations, and client documents faster, while keeping them accurate, compliant, and on brand.
Here’s why leading organizations are making the shift.
1. Save time by removing manual document work
Templafy automates repetitive steps like assembling documents and inserting financial data, helping teams create reports, statements, and client documents faster.
2. Reduce errors with built-in accuracy
Financial documents are populated with approved data from your systems, reducing manual entry and keeping figures, disclosures, and details consistent.
3. Free teams to focus on higher-value work
When document structure and data insertion are handled automatically, finance teams can spend more time on analysis, review, and decision support.
4. Lower costs by reducing rework
Fewer manual steps lead to fewer errors, revisions, and approval cycles, helping reduce the time and cost spent on document rework.
5. Stay secure and compliant by default
Access controls, approved content, and required disclosures are applied automatically, helping ensure financial documents remain secure and compliant.
How Templafy automates financial document generation
Work natively in Microsoft 365
Create financial documents where teams already work. Templafy runs directly inside Word, PowerPoint, Outlook, and Excel, so finance teams can produce reports and presentations without switching tools—while automation tools ensure compliance and accuracy.
Start with approved templates every time
Eliminate rework and inconsistency from the start. Centrally managed templates ensure every report, disclosure, and presentation follows approved structure, formatting, and language, and stays up to date as requirements change.
Connect all the tools and data your teams rely on
Bring your entire content ecosystem into one workflow. Templafy connects financial document generation to CRM, ERP, enterprise content, and enterprise-safe AI, automatically building documents with trusted data and approved content—no copy-paste required.
Generate complete financial documents in seconds
Go from prompt to finished document in seconds. Document agents use enterprise-safe AI to generate complete financial documents and presentations from a short conversation. Every output is grounded in approved templates, trusted data, and built-in compliance, so teams move faster without losing control.
Protect sensitive financial information by default
Security is built in, not bolted on. Templafy is designed with enterprise-grade security to protect sensitive financial data and meet strict requirements for access control, data protection, and compliance—so teams can automate documents with confidence.
Keep compliance and AI governance built in
Enforce compliance automatically, not manually. Required clauses, disclosures, and standardized content are applied as documents are created, while AI operates within clear guardrails—managed prompts, approved data sources, and defined rules—so teams gain speed without sacrificing auditability or trust.
Proven results from finance teams using Templafy
See how financial services organizations are improving document quality, increasing efficiency, and driving better outcomes with automated financial document generation.
Consistent, high-quality documents across the organization
Aquin, a financial advisory firm focused on M&A, needed a way to improve document quality across its entire workforce. With Templafy, every team works from the same approved templates and content, ensuring consistency in every client-facing document.
Since implementing Templafy, Aquin has achieved full adoption, with positive feedback from both clients and investors.
“With Templafy, we’ve managed to significantly improve the employee experience while producing better work that has led to more deals.”
Petra Cisneros
Mergers & Acquisitions Associate, Acquin
Win more business with faster proposal creation
IComm, a financial advisory firm, improved its win rate by 14 percent after introducing Templafy. By reducing the time spent creating proposals and presentations, teams were able to focus more on prospects, meetings, and client conversations.
“Templafy has freed up our sales team to do more live presentations, which has a direct impact on our win rate.”
James Bruce
Senior Pre-sales Architect
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“Templafy has far exceeded our expectations, enabling us to drive brand consistency across all our marketing and communications efforts with ease.”
Micah Davis
Chief Marketing Officer, Live Oak Bank
Ready to see what Templafy can do for documents across your entire organization?
Financial documents are just the start. Templafy helps organizations standardize how documents are created across finance, legal, compliance, sales, and operations—directly inside Microsoft 365.
With governed templates, connected data, and enterprise-safe AI, Templafy removes manual document work, reduces risk, and ensures every document is accurate, compliant, and on-brand by default, no matter who creates it.
If your teams create documents at scale and accuracy matters, Templafy is built for you.
Book a demo to see how Templafy supports financial document generation and scales across the entire business.
Financial document generation FAQs
What is financial document generation?
Financial document generation is the process of creating financial reports, statements, presentations, and other finance-related documents using automation instead of manual formatting and copy-paste.
With Templafy, financial document generation uses approved templates, trusted data, and built-in rules, so documents are created faster and stay accurate and compliant by default.
What types of financial documents can Templafy generate?
Templafy supports a wide range of financial documents, including management reports, board and executive presentations, client reports, statements, regulatory documentation, and internal finance materials.
Documents are generated directly in Word and PowerPoint and can be automatically populated with approved data and content.
How does Templafy ensure accuracy in financial documents?
Templafy connects documents to trusted business systems and uses approved templates and standardized content. This reduces manual data entry and ensures figures, disclosures, and language stay consistent across documents.
Accuracy is built into the document creation process, not added through manual checks at the end.
Can AI be used safely in financial document generation?
Yes, when it is governed correctly.
Templafy uses enterprise-safe AI to assist with drafting and assembling documents, while approved templates, trusted data sources, and defined rules ensure outputs remain accurate, compliant, and reviewable.
AI supports speed and efficiency without acting as an ungoverned source of truth.
How does Templafy support compliance and audit requirements?
Templafy enforces approved language, required clauses, and standardized content automatically as documents are created. Access controls and governance rules help ensure documents meet regulatory and internal requirements.
This makes it easier to support audits and reduce compliance risk across financial document workflows.
Does Templafy only work for finance teams?
No. While Templafy is widely used for financial document generation, it is built as a company-wide document platform.
Organizations use Templafy to standardize and automate documents across finance, legal, compliance, sales, marketing, and operations—using the same governed approach to templates, data, and AI.
Why do regulated organizations choose Templafy?
Regulated, document-heavy organizations choose Templafy because it combines automation with control. It helps teams move faster while maintaining accuracy, compliance, security, and consistency across every document.