The best alternative to Newgen BPM

Newgen sells NewgenONE, a low-code platform for process automation, content management and customer communications. In Tallyfy, your team lists the steps of a process and works through them as tracked tasks.

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Get expert 1:1 help free, for life
  • AI - AI you connect can complete the steps you choose
Gartner Peer Insights: 4.6 out of 5

Newgen's Process Designer includes a BPMN view

A tangled BPMN-style process diagram crossed out in red

The BPMN view gives Newgen process designers a toolbox of standard activities, events and gateways. In Tallyfy, each step is written in plain words, so anyone assigned to it can read it.

People ❤️ Tallyfy

Simple for everyone. Powerful enough for pros.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

What switching from Newgen saves

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

A process map can turn into a tangle of lines

In Tallyfy, each step carries the instructions and form fields the person doing it needs.

A tangled process map becomes four plain steps A tangle of gateways and crossing lines grows until a person walking toward it stops at its edge. The tangle collapses into four numbered steps, 1 to 4, on one line. The person walks through them, and each step gets a green check as the person passes it. Then the picture starts again. 1 2 3 4

Tallyfy vs. Newgen

Newgen
1 Free 1:1 support for life
2 Free single sign-on (SSO) on every paid plan
3 Works without flowcharts or BPMN
4 Built for everyone, including people outside IT
Tallyfy

Describe a process, and Tallyfy's AI suggests the steps for you to review.

vs

In Tallyfy, business users write a process as plain steps, then launch and track it without diagrams or code.

AI readiness comparison

How Newgen and Tallyfy compare on AI-native capabilities

Criterion
Newgen
Business users build workflows without BPMN Write a process as plain steps, with no modeling notation to learn
Connect AI without consultants Bring your own AI assistant, with no services project to connect it
Set it up yourself Sign up, build your first template and launch it
MCP server for AI assistants A Model Context Protocol server lets AI assistants such as ChatGPT and Claude work with your processes
Published pricing Prices are on the website for anyone to see

Before anyone runs a template, an AI assistant you connect can check every path through it and list what's wrong. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.

Which tool is right for you?

Tallyfy is best for

  • Mid-sized teams that want a first process running quickly
  • Operations teams without their own BPM developers
  • Buyers who want published per-seat prices
  • Teams that want processes anyone can read without BPMN training
  • Teams that run the same process many times, such as onboarding or approvals

Consider Newgen for

  • Large enterprises with a BPM center of excellence
  • Organizations that need document capture and OCR
  • Highly regulated industries such as banking and insurance
  • Companies already using Newgen for content management

What people say about Newgen and tools like it

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

" The platform lacks a user drag-and-drop feature, which makes it difficult to create solutions. Creating scanning templates in the DMS application is also cumbersome.[1] "
- Newgen review on G2
" The user interface can be improved to make it more intuitive and friendly for the user.[2] "
- Newgen review on G2
" Features and functionality as well as customer support can be improved![3] "
- Newgen review on Gartner
" Newgen sales team is highly active. Newgen Delivery team is not up to speed. They are not aware of agile or DevOps concepts.[4] "
- Newgen review on Capterra
" Lack of integrated support between NewGen and Infrrd. No best-practices insights from NewGen and implementation partner HCL. This has caused significant delays in project timing. Inconsistent logic in standard accounting and content structure within the tool. Formatting and accounting values seem to have no or little logic on how they are structured within the tool.[5] "
- Newgen review on Gartner
" Workflow capabilities are not up to the mark and not easy to customize as per workflow or business needs; specifically for finance and accounts workflow with regards to Indian taxation etc.[6] "
- Newgen review on Gartner
" The platform requires significant IT involvement for even basic workflow changes. Business users cannot make modifications without technical support.[7] "
- Newgen review on Software Advice
" Most BPM tooling is at least from the 2010s which is an upgrade from 2000s technology.[8] "
Developer, on BPMN tools in general
- Reddit r/ExperiencedDevs discussion of BPMN tools
" This system is too hardcoded and inflexible... very rigid and controlled. Changes to document templates require extensive IT involvement rather than simple parameterization.[9] "
Implementation Specialist, Financial Services
- Newgen OmniFlow review on PeerSpot
" The technical support is not very good. They have a very late response and do not have enough expertise. Users often have to solve issues independently.[10] "
Founder, Projak Infotech
- Newgen OmniFlow review on PeerSpot
" On scalability, if you count the scale from 1 to 10, I would give Newgen a zero. In-house teams cannot enhance existing processes independently; external vendor support is always required.[11] "
Business Process Analyst, Financial Services
- Newgen OmniFlow review on PeerSpot
Newgen is not transparent about their pricing

Expect sales calls and unpredictable costs. Hard to budget or compare.

See Tallyfy's transparent pricing instead
* The pricing page names a Free Trial for up to 10 users, a Professional Edition for up to 100 and an Enterprise Edition with no user limit, but shows no prices* The Free Trial is for testing only, not production use
Pricing last verified: October 2026. Prices may have changed.

Tallyfy might not be right for you if...

  • It won't meet a requirement for formal BPMN models
  • It has no built-in document capture or OCR
  • It isn't an integration platform for syncing data between systems

Start Your Free Trial

No credit card required. Set up in minutes.

Building and running a process in Tallyfy

A form at the start asks for the details once, and later steps can use the answers

Switching from Newgen Run #2,481 Running now Completed
1 done, 1 running, 1 to go
Status Step Assignee Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

1. Document

Business users write the steps themselves, with no diagram to draw.

TM
Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

2. Track

See progress yourself, step by step, for every run.

why this works
AI
AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

3. Improve

Edit the template when something changes, and use rules to hide steps a case doesn't need.

TM
Team member

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

Tallyfy does not charge for basic services

Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.

Book a call
Tallyfy Team

Switching from Newgen to Tallyfy

Two to four weeks to move your core processes

1

Export your procedures from Newgen

2

Pick the processes that matter most to move first

3

Save each one as a Word or PDF file and upload it; Tallyfy's AI turns it into a template

4

Connect Tallyfy to your other systems through the API or middleware

5

Run your most important processes in both tools before you switch over

Once a process is in Tallyfy, the business team that runs it can also change it.

Frequently Asked Questions

What is Newgen used for?

Large organizations use Newgen's NewgenONE platform to automate processes and manage content, in fields such as banking, insurance and government. It covers workflow automation, document capture, records management and low-code app building.

What exactly is Tallyfy and how is it different?

Tallyfy is workflow management software for the processes your team repeats. You write a process once as a template and launch it as many times as you need. It doesn't manage documents or records the way Newgen does.

Does Tallyfy price differently by country?

Yes, for organizations in eligible countries. Our Fair Price Guarantee can lower the price of an annual plan based on regional GDP per capita, at Tallyfy's discretion. Newgen's pricing page notes that its prices are set for North America, Europe, Australia and New Zealand only, and apply from 25 users.

How does Tallyfy handle AI integration compared to Newgen?

Tallyfy connects to the AI you already pay for, such as ChatGPT or Claude, and that AI can complete steps in your processes. A computer AI agent you connect can also work through steps on screen. Newgen offers agentic AI, and its Enterprise plan adds AI that creates workflows, summarizes content and makes recommendations.

Will my team need training to use Tallyfy?

Very little. Tallyfy runs in a web browser on any device, with nothing to install, and people who only complete tasks open a task and do their step. Guests from outside your organization don't need an account.

How does process improvement work in Tallyfy?

Anyone running a task can flag a problem on it, and everyone assigned to that task gets an email and an in-app notification. The task stays open until someone resolves the problem. Whoever looks after the template then fixes it, and the fix applies to future runs.

Does Tallyfy connect to other systems?

Yes. Developers can use the open API, and webhooks send task and process events to other systems as they happen. Middleware such as Zapier, Make, Power Automate and n8n connects Tallyfy to 100+ tools with no code.

Can people attach documents to a step in Tallyfy?

They can. Add a file upload field to the step, and whoever completes it can attach one or more files, each up to 100MB.

Is setup help included?

It is. Our team helps you set up your first processes and move them over from Newgen, at no charge.

How do I get started with Tallyfy?

Book a demo, or start a 14-day free trial, which you can ask our support team to extend.

How do I know people followed the procedure?

Run it as a process in Tallyfy. Each step becomes a task with a deadline, and the process keeps an activity log of who completed each task and when, so you can see which steps were done and which weren't.

Can one process involve several departments?

Yes. Each step can go to a person, a group or a job title, so each department gets its own steps. A step that several people must each finish can require all of them to complete it before it closes.

7 alternatives to Newgen

Explore other alternatives to Newgen

See Tallyfy run your own process

Book a demo and bring a process your team runs today.

Book a demo

Pick one process. Run it this week.

Start with the one your team repeats most, and stop chasing it.

DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of November 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.