Say hello to clear, simple processes
No stress. No code. No flowcharts. Visualize every task across your team – in perfect sync.
Tallyfy is the gold standard for checklists and workflows. Documenting our blueprint was easy and helped everyone immediately, especially people working from home. We focused on automating processes and removing stress. We felt 100% confident about tracking complex approvals that used to be a chaos of emails. Amazing.
- Dennis G. / Head of Operations / See more stories
Stop losing tasks in the chaos of emails and chats. Find your playbooks, know-how, SOP’s and forms in one place. Track progress. Automate approvals. Stop worrying about the details.
Explain it once
Get your business out of your brain. Capture every detail about how every task is done – without the mess of flowcharts and documents. Your training and onboarding has never been this powerful & easy!
I want one place for all our how-to’s
Track progress
Instantly turn your approval workflows, procedures and forms into trackable processes. Anyone can see the status of any request or task, anywhere, anytime. Stop all those wasted emails, chats and meetings.
I want to see the progress of workflows
Automate tasks
Put your processes and playbooks on auto-pilot. Tallyfy instantly shows or hides tasks based on powerful rules. Eliminate the stress of remembering every detail and every little if, but or when.
I want to automate our tasks
Workflow Made Easy ® 🙂
Marketing 
- Structure inbound creative requests
- Collect campaign ideas from sales
- QA for content publishing
Support 
- High touch client onboarding
- Client feedback requests
- Playbooks to triage common questions
Finance 
- Accounts receivable & payable
- Purchase requests
- Collect monthly data from teams
HR 
- Self-service orientation for new employees
- Incoming resource requests
- Reimbursement and promotion requests
R&D 
- Organize incoming issues and ideas
- Quality assurance
- Product release processes
IT 
- Triage requests to run custom playbooks
- Add micro-RPA to people-driven processes
- Consistent vendor and security checklists
Sales 
- Lead qualification
- Automate contractuals and closes
- Document and improve playbooks
Analysts 
- Crowdsource data labelling for AI/ML
- Manage human-in-the-loop workflows
- Deliver insights "as a service"
Operations 
- Transform SOP's into engaging experiences
- Crowdsource all company know-how
- Measure and improve company know-how
Every process involves a flow of information
Tallyfy empowers you to scale and systemize your operations to differentiate and win.
Beautiful snap-ins to your existing systems
Tallyfy pays for itself – many times over
Time wasted per person
1 hour
Number of employees
100
$ wasted per day
-$4400