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What Templafy is, in one sentence
A document platform that puts company templates, brand content and AI Document Agents into Microsoft 365 and AI assistants, so presentations, documents and emails start on brand.
What it is used for
- Company templates and branding, distributed to every user
- A central content library of approved slides, layouts, icons and images
- AI Document Agents that build and edit presentations from a prompt
- Proposals that pull client data from a CRM such as Salesforce
- Governance: permissions, approval workflows and audit logs
Who typically runs it: brand, marketing and IT teams rolling one document standard out across a large firm.
What it costs
Published in three plans. Individual is free for one seat, with AI PowerPoint generation. Team is $40 per user a month for up to 25 seats, with a 14 day free trial, company templates and a shared content library. Enterprise is priced on request and adds CRM and document management connectors, a rules engine, single sign on and your own AI model.
Source: templafy.com, pricing page, read 10 November 2026. Prices change; check the vendor's page before deciding.
Side by side
| Templafy | INSYNCR | |
|---|---|---|
| The job | Templates, brand content and AI drafting across the company | Live numbers in a recurring PowerPoint report |
| Where it runs | Cloud platform, inside Microsoft 365 apps and AI assistants; data stored in Microsoft Azure in Europe, the USA, Australia or Canada | On the user's PC, inside PowerPoint. Nothing uploaded. |
| Apps covered | PowerPoint, Word, Outlook and Excel, plus Claude, ChatGPT, Copilot and Gemini | PowerPoint |
| Data in the document | Client and company data from systems such as CRM and ERP, through connectors on Enterprise | 22 sources by plan, among them Excel, SharePoint, Google Sheets, Access, MySQL, SQL Server, PostgreSQL, Oracle, Salesforce, Dynamics, ODBC and OData |
| Binds a chart or table to a source and refreshes it each cycle | Not described on the templafy.com pages we read | Yes: text boxes, tables and charts bind to a cell, column or query; one click refreshes the deck |
| One deck or file per record | Not described on the templafy.com pages we read | Yes: Snapshot, one slide or one file per record (PowerPoint, PDF, MP4) |
| AI | Document Agents, prompt to presentation, MCP for AI assistants | No AI writing. Numbers come only from your source. |
| Brand templates and libraries | Excellent: the product's core | No library to adopt: it works inside the template you already use |
| Price, as published | Individual free; Team $40 per user a month, up to 25 seats; Enterprise on request | €99.99 to €333.33 a month per Starter, Business or Professional license, billed annually; Viewer €27 a month |
| Trial | Team: 14 days free | 7 days, full access, no card |
| Security paperwork | SOC 2, SOC 3, ISO 27001 and ISO 27017 published | No published certification. There is no INSYNCR server in the data path. The IT summary |
| Does report data leave the building? | Yes: it's a cloud platform hosted on Microsoft Azure | No |
What it lacks for a recurring data report
- Binding a chart, table or number to a cell, a query or a database view, then refreshing the same deck next month: we didn't find this described on templafy.com
- Generating one deck or one file per client, fund or student from a data list, which we also didn't find described
- Running with the data staying on the user's PC
- A Viewer role: someone who only refreshes the report
Where Templafy is better than INSYNCR
- Brand control across a whole company, in Word, Outlook and Excel as well as PowerPoint
- AI that drafts a full presentation from a prompt, on brand, including inside Claude, ChatGPT and Copilot
- A content library with approved layouts, icons and images, and links to asset libraries
- A free plan for one person and a cheaper team seat
- Published SOC 2, SOC 3 and ISO 27001 certificates
Which to pick
If the problem is that people build slides off brand or from scratch, Templafy. If the problem is that the same report is rebuilt every month by retyping numbers, INSYNCR. If you have both problems, keep the template in Templafy and bind the figures with INSYNCR, because INSYNCR works inside the deck you already have.
We describe Templafy from its own website, dated above, and say nothing about it we have not read there. If something is out of date or unfair, write to info@insyncr.com and we will fix it.