Finance teams spend hours copying figures from spreadsheets into reports and statements. With document automation, each one is created from your latest data, with every figure in the right place.
Finance teams and advisors produce documents that explain where things stand, such as financial reports and assessments, portfolio statements and client reviews. Alongside them, invoices and receipts keep the accounts up to date.
These documents follow the same structure every month or quarter, with new figures each time. Your team designs each template once, which makes finance documents a natural fit for automation.
Download a ready-to-use template, adapt it to your needs and generate your first finance document in minutes.
From financial statements to client reviews, every finance document can be driven by your data.
Present balances, transactions and positions in tables that grow automatically with your data.
Learn MoreShow amounts with the right decimals and separators for each client's locale, whatever their country.
Learn MoreInsert charts created by your analytics tools into each report, straight from the data you already have.
Learn MoreShow a comment or a warning only when it applies, like when a figure falls below its target.
Learn MoreDisplay reporting periods, value dates and due dates in the format each of your clients expects.
Learn MoreUpload a spreadsheet and generate one statement per row, for every client or account in a single run.
Learn MoreAppend your legal disclaimers or terms as a static PDF at the end of every report you generate.
Learn MoreProcess and store financial documents in the region of your choice to help meet compliance regulations.
Learn MoreConnect DocuGenerate to Zapier, Make, n8n or Pipedream, and a finance document is created the moment a month closes, an account is updated or new figures reach your database.
Native connectors for Bubble, Coda, Power Apps, Xano and Backendless allow your apps to generate finance documents reliably from your DocuGenerate templates.
No-Code Integrations
Quixar, a French proptech platform for vacation rental agencies, uses DocuGenerate to automatically generate management reports and financial documents for the property owners they represent, with every booking, fee and payout accounted for each period.
Questions frequently asked about automating finance documents with DocuGenerate
Get started with 20 free documents per month and our ready-to-use finance templates.
