Fintech

Automate Transaction Documents &
Compliance Reports

Automate payment confirmations, transaction receipts, account statements, and invoices. Connect to payment platforms or any system via API.

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Every document your platform needs

  • Payment Confirmations — Transaction receipts, wire transfer confirmations, and payment acknowledgments.
  • Transaction Receipts — Card transaction records, refund confirmations, and chargeback documentation.
  • Account Statements — Monthly statements, balance summaries, and transaction histories.
  • Invoices — Service fee invoices, subscription billing, and platform fee statements.
  • Investment Reports — Portfolio summaries, performance reports, and allocation breakdowns.
  • Compliance Reports — Audit documentation, KYC records, and regulatory filings.
Payment confirmation receipt template
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PDF template example - Packing Slip
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Built for real-world documents

Everything you need to create professional business documents, from invoices to packing slips.

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Headers & footers that just work

Define once, repeat on every page automatically. Perfect for logos, page numbers, and legal mentions.

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Dynamic data binding

Inject any data into your templates. Names, addresses, prices, etc. — everything updates automatically.

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Tables that grow with your data

Rows grow automatically with your data. 3 items or 300, the table adapts and spans multiple pages if needed.

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Built-in QR codes & barcodes

Generated on the fly from your data. Supports Code128, EAN-13, QR codes and more — all scanner-ready.

Try it free

60 free PDFs/month

Easy to use

Documents that adapt to your data

Go beyond simple placeholders. Use expressions to format, calculate, and control your content.

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Use system variables

Access page numbers, total pages, and current date and more automatically with {{sys.page_number}} and friends.

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Customize every component

Fine-tune content, borders, colors, sizes, positions, and more. Each element has its own properties panel.

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Built-in functions

Format dates, calculate totals, round numbers, and more. Use 100+ built-in functions or create your own.

Start building

No credit card required

Template editor with expressions
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Without writing a line of code

No-code integrations

Generate PDFs automatically with Zapier, Airtable, Make and other popular no-code platforms of your choice.

Automate PDFs in ZapierAutomate PDFs in AirtableAutomate PDFs in MakeAutomate PDFs in BubbleAutomate PDFs in n8n

WORKS WITH

StripeSquarePayPalPlaidAdyenWise
Fintech templates

Sample templates

Professional PDF templates for payment receipts, invoices, statements, and more. Fully customizable and ready for API integration.

Payment Confirmation Receipt with QR Code

Payment Confirmation Receipt with QR Code

Launch Editor|View PDF
US Invoice Template with ACH Bank Transfer Details

US Invoice Template with ACH Bank Transfer Details

Launch Editor|View PDF
Consulting Service Receipt Template

Consulting Service Receipt Template

Launch Editor|View PDF
Start building yoursBrowse all templates

Frequently asked questions

How do I integrate TemplateFox with my payment platform?

TemplateFox connects to Stripe, Square, PayPal, and other payment platforms via our Zapier integration, Make, or directly via REST API. Trigger PDF generation when payments are processed, refunds issued, or statements due.

Can I generate payment receipts automatically?

Yes. Connect your payment processor to our API and automatically generate branded receipts for every transaction. Include payment details, customer information, and transaction IDs pulled directly from your payment system.

How do I create account statements?

Design a statement template in our visual editor with your branding, then pass transaction data via API. Our template engine handles tables, running totals, and pagination automatically for multi-page statements.

Can I batch generate monthly statements?

Yes. Use our REST API for batch processing or set up automations in Make. Generate hundreds of customer statements in parallel for end-of-month billing runs.

What security measures do you have for financial documents?

TemplateFox processes your data only during PDF generation and does not retain sensitive financial information after the document is created. All API communications use TLS encryption. Review our security practices for details.

Can I add QR codes for payment verification?

Yes. Our template editor includes native QR code components. Add payment verification QR codes, transaction reference codes, or links to online receipts.

Do you support ACH and wire transfer documentation?

Yes. Our invoice templates support ACH details, routing numbers, and wire transfer instructions. Include bank details, reference numbers, and payment terms in professional, branded documents.

What integrations work with fintech platforms?

We integrate with Stripe, Square, PayPal, Plaid, Adyen, and Wise through Zapier or Make. For custom fintech systems, use our REST API with webhook triggers.

How much does it cost for fintech document generation?

TemplateFox offers 60 free PDFs per month — enough to test your workflows. Paid plans start at $19/month for higher volume. Each PDF generation costs 1 credit regardless of page count. View pricing for details.

Automate your PDF generation

Complete documentation, no-code integrations, and a powerful API to help you generate PDFs at scale. Let us handle the boring stuff.

Start generating→Read the docs