Outliny for Accounting
Automate reports, invoices, and secure client emails—without compromising on brand or compliance.
Outliny empowers accountants, CPAs, and finance teams to streamline their PDF and email workflows with branded, secure, and programmable templates.
Why Accounting Teams Use Outliny
Accounting is detail-driven—and that should reflect in your client communications too. Whether you're sending invoices, monthly reports, or compliance forms, Outliny ensures they're professionally branded, accurately generated, and securely delivered.
Automate Financial Email Communication
Use our MJML-powered builder to create and manage financial email templates that look clean and professional on any device.
Use Cases:
Invoice emails and recurring billing notifications
Tax season reminders and document requests
Client onboarding and instructions
Internal memos for compliance and HR updates
CRM-integrated financial workflows (e.g., FreshBooks, QuickBooks)
Generate PDFs with Financial Precision
Build dynamic, multi-page PDFs using drag-and-drop or custom code, powered by Jinja variables and Puppeteer rendering.
Monthly or quarterly financial statements
Invoices and receipts (with barcodes or QR codes)
Tax documents and audit reports
Profit & loss summaries for clients
Signable agreements and disclosures
Data Security That Meets Compliance
Handling sensitive financial data comes with serious responsibility. Outliny is built with that in mind.
ISO 27001:2022 and SOC 2 Type II certified
No staff access to client data—encrypted at rest and in transit
Logs disabled by default
Audit trails via your system—no storage on our end
Built for Finance Tools & Platforms
Trigger emails or PDFs via API using data from ERP, CRM, or billing systems
Use reusable modules for footers, disclaimers, and signatures
Seamlessly export/import MJML email templates
WordPress plugin for client portals and invoice delivery
What Finance Teams Are Saying
“We send thousands of invoices per month. With Outliny, our branding is finally consistent—automated and client-ready.”
“Outliny helped us turn manual reporting into a one-click API. Now we generate branded PDF reports straight from our accounting software.”