Insights

AI Governance Enterprise-grade AI governance enabled by MCP and document agents, including policy enforcement and brand control, appealing to regulated industries and large professional services firms. The May 2026 launches position Templafy as a governance layer for AI-generated documents, enabling multi-product deals with security-conscious buyers.

Seamless Integrations Deep integrations with Microsoft Office, Google Workspace, Salesforce, and a Microsoft 365 Copilot integration enable rapid adoption within existing tech stacks, reducing procurement friction and enabling cross-sell across productivity, CRM, and collaboration tools. The PowerPoint agent adds scalable value for proposals and client presentations.

Key Reference Accounts Trusted incumbency with KPMG and BDO strengthens credibility in professional services and financial services, supporting enterprise deal pursuit. Gartner recognition in RFP Response Management reinforces market legitimacy and procurement confidence.

Product Expansion New PowerPoint tools and a universal AI PowerPoint generator expand addressable use cases to proposal teams and marketing, creating new cross-sell opportunities into presentation-heavy departments. Document agents solution broadens automation capabilities from private preview to general availability, driving more automated workflows.

Channel Partnerships Strategic partnerships with SI/MSP players like oXya demonstrate a channel-first path to global enterprise growth, enabling joint GTM, faster access to regulated industries, and accelerated deal cycles.

Templafy Tech Stack

Templafy uses 8 technology products and services including Leadfeeder, iCIMS, OpenText, and more. Explore Templafy's tech stack below.

  • Leadfeeder
    Analytics
  • iCIMS
    Applicant Tracking Systems
  • OpenText
    Data Management
  • Microsoft Excel
    Editors
  • HiBob
    Human Resource Management System
  • Redux
    Javascript Frameworks
  • Reddit
    Message Boards
  • Expensify
    Travel And Expense Management

Media & News

Templafy's Email Address Formats

Templafy uses at least 1 format(s):
Templafy Email FormatsExamplePercentage
First.Last@templafy.comJohn.Doe@templafy.com
60%
First@templafy.comJohn@templafy.com
18%
FLast@templafy.comJDoe@templafy.com
16%
FL@templafy.comJD@templafy.com
6%

Frequently Asked Questions

What is Templafy's official website and social media links?

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Templafy's official website is templafy.com and has social profiles on LinkedInCrunchbase.

What is Templafy's NAICS code?

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Templafy's NAICS code is 5112 - Software Publishers.

How many employees does Templafy have currently?

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As of July 2026, Templafy has approximately 203 employees across 3 continents, including EuropeNorth AmericaOceania. Key team members include Cmo: G. H.Chief Product Officer: O. K.Chief Sales Officer (cso): J. R.. Explore Templafy's employee directory with LeadIQ.

What industry does Templafy belong to?

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Templafy operates in the Software Development industry.

What technology does Templafy use?

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Templafy's tech stack includes LeadfeederiCIMSOpenTextMicrosoft ExcelHiBobReduxRedditExpensify.

What is Templafy's email format?

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Templafy's email format typically follows the pattern of First.Last@templafy.com. Find more Templafy email formats with LeadIQ.

How much funding has Templafy raised to date?

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As of July 2026, Templafy has raised $121M in funding. The last funding round occurred on Jun 16, 2021 for $60M.
Templafy logo

Templafy

Software DevelopmentNew York, United States201-500 Employees

Templafy is an AI-powered document generation platform that helps professionals create accurate, compliant, and on-brand documents with greater efficiency. The platform integrates directly into Microsoft Office, Google Workspace, and Salesforce, enabling in-workflow production of important documents. It serves professionals and teams that produce high-stakes content, delivering time savings and reducing repetitive tasks, with millions of users worldwide and clients including KPMG and BDO.
Based in New York City, New York, the company operates as a mid-sized software provider within the software development industry. In May 2026 it announced Templafy MCP, a new integration that connects third-party AI platforms with its document agents to enhance governance of AI-generated content.

Section iconCompany Overview

NAICS Code
5112 - Software Publishers
Employees
201-500

Section iconFunding & Financials

  • $121M

    Templafy has raised a total of $121M of funding over 7 rounds. Their latest funding round was raised on Jun 16, 2021 in the amount of $60Mas a series_d.

  • $25M$50M

    Templafy's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $121M

    Templafy has raised a total of $121M of funding over 7 rounds. Their latest funding round was raised on Jun 16, 2021 in the amount of $60Mas a series_d.

  • $25M$50M

    Templafy's revenue is estimated to be in the range of $25M$50M

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