AUTOMATED REGULATORY REPORTING
Guaranteed accuracy and security for every reporting line
Minimize risk and streamline regulatory reporting with compliant automation.
Not another heavy RegTech system
Most regulatory technology providers promise full-stack reporting platforms. The reality? They are complex, costly, and often sit outside the tools your teams already use.
Templafy works as a layer inside your existing workflows, embedding compliance directly into every document and report as it is created. That is where most errors, risks, and inefficiencies begin.
With document-level governance, you get accuracy, compliance, and audit readiness built in from the start, without adding another heavy system to manage.
“Last year, we generated over 120,000 documents through Templafy, saving us about $1.65 million.”
Brion Hendry
Partner and Assurance Innovation Leader, BDO Canada
What is regulatory reporting automation?
Regulatory reporting automation uses software to handle the creation and delivery of required compliance reports.
In industries like banking and insurance, manual reporting takes time and often leads to mistakes that put organizations at risk.
Automation makes reports faster, more accurate, and always audit-ready.
Why automate regulatory reporting?
Reduce risk of non-compliance
Today
Regulations change constantly, but updating templates and approved assets is slow and irregular.
With Templafy
Templates update automatically with the latest rules, so every report is accurate and compliant.
Improve efficiency and accuracy
Today
Manual data entry slows teams down and increases the risk of mistakes.
With Templafy
Reports populate directly from trusted data sources, reducing human error and saving hours of prep work.
Scale reporting effortlessly
Today
Meeting growing compliance demands often means adding headcount or outsourcing.
With Templafy
Automation scales with your business, keeping reports consistent across markets and jurisdictions without extra resources.
How Templafy makes regulatory reporting faster, safer, and audit-ready
Centralized template management
Keep every report accurate with universal access to updated, compliant templates.
Automated data population
Connect directly to your ERP, CRM, and compliance systems to pull the right data directly into reports.
Rules-based automation
Route documents automatically for review and submission, with rules built to match your processes.
Compliance assurance
Every report includes an audit trail, backed by SOC 2, ISO 27001, and GDPR compliance.
Measuring the impact of automation
“For us, templates are not just a marketing advantage—they’re essential for maintaining efficiency and meeting mandatory requirements across all our operations.”
Stefan Truthän
Former CEO of hppberlin
Financial services
For banks, insurers, and investment firms, automation helps teams produce more accurate reports with less manual effort.
Corporate compliance
Global enterprises face overlapping rules. Automated reporting creates consistency across jurisdictions.
Global risk management
For high-risk industries that demand transparency, automation provides audit trails for full traceability.
Compliance starts with security
In regulated industries, protecting sensitive data is non-negotiable.
Templafy exceeds requirements, keeping every report secure and compliant. With enterprise-grade protection, we meet ISO 27001, SOC 2, SOC 3, GDPR, and Microsoft 365 certifications.
Additional resources
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AI for accounting firms
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The ROI of template management
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Banking compliance automation
Learn how automation reduces compliance risk in financial services.
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Branding in financial services
Find out why strong brand governance matters for regulated industries.
Stop compliance risk at the source
Talk to an expert about how to eliminate manual errors in your regulatory reports.
Frequently asked questions
What is regulatory reporting automation?
The use of software to create, manage, and submit required compliance reports automatically. The goal is to reduce manual work while improving accuracy to make regulatory reporting more streamlined.
Why is automation important for financial reporting?
Financial services face strict guidelines which can change over time and may vary by region. Automation ensures reports stay compliant without requiring additional resources.
How is Templafy different from other RegTech platforms?
Other systems try to manage reporting end-to-end. Templafy focuses on the documents themselves and embeds compliance controls into every report so risks are caught early or prevented.
Does Templafy work with my existing systems?
Yes. Templafy integrates with tools like ERP, CRM, and compliance platforms to pull in correct data and keep workflows seamless.
How secure is regulatory reporting automation with Templafy?
Very secure. Reports are encrypted, access is role-based, and Templafy meets standards like ISO 27001, SOC 2, SOC 3, GDPR, and Microsoft 365 certification.
What role do templates play in compliance?
Centralized, compliant templates mean teams never risk using outdated or incorrect versions. Reports always reflect the latest regulations and company standards.