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Complex Suitability Reports in seconds

Not just another trendy AI tool

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Fast and flexible report generation

Control everything

Fully Customisable

We do not dictate how you structure or style your reports, customise every aspect of your templates and the generation process.

~2 Minutes per report

Our average time for report generation is around 2 minutes. Simply upload your client files and leave the writing to Templi!

Precise AI writing

No hallucinations, Templi gathers all the facts and verifies them before writing - allowing you to give feedback on the process

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Bring your own Templates

Templi allows you to import your existing MS word templates and augment them with powerful AI capabilities. You retain full control of your Template library.

 

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Find the needle in a haystack

Templi can locate key facts across hundreds of pages of information and use this to write any kind of report, supports Word, Excel, PDF, Images and more!

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A familiar workflow

Merging the versatility of Microsoft Word with cutting-edge Paraplanning AI, our document editor stands alone in delivering an unparalleled professional solution.

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AI Audit trail

Templi is transparent, allowing you to view each decision made by the AI along with its reasoning for every response.

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Your client's data is safe with us

Built by cybersecurity experts, ICO registered. All data processed and stored in the UK and Ireland

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Frequently asked questions

Do you train your AI with our client data?

Absolutely not! Your client data is never utilized for model training; it remains private and secure on our UK servers. All third-party LLMs we employ adhere to GDPR data processing standards and do not use any information we provide to train their models. For further details, please refer to our privacy policy.

What kind of reports can I produce with Templi?

Templi is capable of generating any type of report, provided you design a template for it. There is no restriction on the number of pages; Templi can create extensive suitability reports, conduct fact-finding, and even grade your daughter's math homework.

Can I bring my own Templates?

Yes, you can import existing Microsoft Word templates or start entirely from scratch. Simply mark sections of your Template that Templi should fill in, hide or replace and you are ready to go. Templi is as flexible as Microsoft Word, so most things you can do in Microsoft Word you can do in Templi.

How does Templi stay up to date with UK regulations and tax information?

Templi is constantly scanning government documents and webpages, ensuring its knowledge base stays up to date with the latest regulations. You can also augment Templi's knowledge base yourself if needs be!

What kind of files can Templi read?

Documents and presentations

pdf, 602, abw, cgm, cwk, doc, docx, docm, dot, dotm, hwp, key, lwp, mw, mcw, pages, pbd, ppt, pptm, pptx, pot, potm, potx, rtf, sda, sdd, sdp, sdw, sgl, sti, sxi, sxw, stw, sxg, txt, uof, uop, uot, vor, wpd, wps, xml, zabw, epub

Images

jpg, jpeg, png, gif, bmp, svg, tiff, webp, web, htm, html

Spreadsheets

xlsx, xls, xlsm, xlsb, xlw, csv, dif, sylk, slk, prn, numbers, et, ods, fods, uos1, uos2, dbf, wk1, wk2, wk3, wk4, wks, 123, wq1, wq2, wb1, wb2, wb3, qpw, xlr, eth, tsv

Audio

mp3, mp4, mpeg, mpga, m4a, wav, webm

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