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

Learn about Tallyfy Docs

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

Learn about Tallyfy Basic

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

Learn about Tallyfy Pro

Workflow Made Easy ® 🙂


  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing


  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions


  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams


  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests


  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes


  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists


  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks


  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"


  • 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.

See how you can create your process

Definition of a process

Beautiful snap-ins to your existing systems

Tallyfy integrations

See all integrations

Tallyfy pays for itself – many times over

Time wasted per person

1 hour

Number of employees


$ wasted per day


How do I map a process?

Learn how

What do people say?

See testimonials

Need a demo?

Schedule one now

Could your everyday workflows be much easier?

Start risk-free by documenting your processes