What could you achieve with 10 extra hours per week?
Templafy’s AI-powered proposal generation and brand-controlled templates save employees in client-facing teams 10 hours each week—giving them more time to focus on what matters most.
Want to hear more from our experts?
Book a demo today to see how AI-driven automation can transform your workflows.
Book a demo
“At BDO, our focus is on delivering tangible results in a seamless and efficient way. 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
“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
“We’re getting strong usage from the team because Templafy has helped us reduce our proposal creation from 4 hours down to 20 minutes!.”
Justin O’Meara
Unified Communications Consultant, IComm
“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
Reduce risk
Guaranteed compliance
Automatically insert the right logos, legal disclaimers, and metadata based on the user’s profile with dynamic base templates
CUSTOM AUTOMATION
Made for enterprises and the teams who power them
Define the level of automation to maximize your team’s operational efficiency — from semi-automated to fully-automated.
ENTERPRISE AI
Rules-based automation and GenAI
Dynamically combine data and other content assets from third party systems, including AI models, using rules-based automation.
Deliver consistent, high-quality accounting documents
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
The role of document automation in accounting
Here’s what else you need to know about Templafy and its impact on accounting.
