The best alternative to NextMatter

Tallyfy is a far better alternative to NextMatter

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Get expert 1:1 help free - for life
Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

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

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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

Tallyfy vs. NextMatter

NextMatter
1 Simple, proven, tested user experience
NextMatter
Tallyfy
2 Guaranteed free 1:1 support for life
NextMatter
Tallyfy
3 Customer-obsessed with no greedy VC owners
NextMatter
Tallyfy
4 Far more affordable and tiny minimum purchase
NextMatter
Tallyfy
5 Free Single Sign On (SSO) for everyone
NextMatter
Tallyfy
6 Compliant with HSTS and BIMI security
NextMatter
Tallyfy

Which tool is right for you?

Honest comparison to help you make the right choice

Tallyfy is best for

  • Teams needing flexible cross-departmental workflows
  • Operations teams wanting quick deployment
  • Organizations valuing transparent pricing
  • Companies preferring intuitive design over technical complexity
  • Teams with limited IT resources for automation

NextMatter may be better for

  • Operations-heavy organizations with linear processes
  • Teams already invested in NextMatter ecosystem
  • Companies needing deep ERP integrations
  • Organizations with dedicated process automation teams

Here's why people don't like NextMatter

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.

" You must have a lot of patience since finding a builder takes time.[1] "
Mid-Market, 51-1000 employees
- NextMatter review on G2
" The processes sometimes miss to have more flexibility... mostly a process for linear processes[2] "
- NextMatter review on G2
" Onboarding / adoption has been slow[3] "
- NextMatter review on G2
" Capability to save the form for external users... edit mistakes... hide automation steps... printing or saving as PDF[4] "
- NextMatter review on G2
" NextMatter is not very user-friendly and the interface can be confusing... difficult to customize[5] "
- NextMatter review on Reddit
" The platform is quite expensive... customer support response times are disappointingly slow[6] "
- NextMatter review on Capterra
" Integration capabilities are limited... mobile experience is poor[7] "
- NextMatter review on TrustRadius
" NextMatter is primarily designed for operations teams. If you need flexibility across departments, you may find the workflow structure too rigid.[8] "
- NextMatter review on G2
" The reporting and analytics features are basic. Teams needing detailed process metrics often have to export data for analysis.[9] "
- NextMatter review on Capterra
" Setting up complex conditional branching requires technical knowledge. Non-technical users struggle with advanced automation rules.[10] "
- NextMatter review on G2
" Larger processes within the system experience significant loading lag. Integrations are complex, with scarce training material.[11] "
- NextMatter review on SelectHub
" The functionality to create customized reports on their own is still missed by users. They can request any report from Next Matter and they will build it, but users would prefer the ability to do it themselves.[12] "
- NextMatter review on SelectHub
" Scalability is a point to consider carefully. The platform works well for small to medium-sized enterprises, but for very large, complex processes, it requires thorough pilot testing to ensure performance meets expectations.[13] "
- NextMatter review on Research.com
NextMatter Pricing
View official pricing
Growth
$18-19/user/month
  • Workflow runs included
  • External participants
Enterprise
Contact sales
  • Custom workflow runs
  • Advanced features
* Billed annually* Pricing based on workflow runs, not tasks
Pricing last verified: December 2025. Prices may have changed.

Tallyfy might not be right for you if...

Tallyfy isn't for everyone. Here's when it may not fit:

  • Not designed for deep ERP system integrations
  • Better suited for human workflows than system-to-system automation
  • Analytics focused on process health, not operational KPIs

Start Your Free Trial

No credit card required. Set up in minutes.

Enterprise workflow without enterprise complexity

Deploy in days, not months

1. Document

Visual workflow design anyone can understand. No specialized training needed.

3. Improve

Iterate quickly without IT projects. Measure and improve continuously.

Is Nextmatter enough?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Tallyfy does not charge for basic services

Need help? Unlike costly "professional services" for NextMatter - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.

SCHEDULE A CALL
Tallyfy Team
GDP per capita for the world

Fair Price Guarantee

If your company is based in a country where the GDP per capita is significantly lower than the USA, we offer a discount on our pricing. This ensures fair pricing for companies worldwide.

FAIR PRICE GUARANTEE

1-2 weeks for typical operations team

Automated Migration Tool Available

We provide an open-source migration script specifically for NextMatter users.

View NextMatter Migrator on GitHub
1

Export workflow definitions and process documentation

2

Identify high-impact processes for initial migration

3

Use Tallyfy AI to convert SOPs into executable workflows

4

Set up integrations via API or Zapier

5

Train team on intuitive workflow design approach

In our experience, teams appreciate the simpler conditional logic and cross-department flexibility.

Frequently Asked Questions

What is NextMatter used for?

NextMatter is a workflow automation tool that focuses on operational processes. However, it may lack the flexibility and user-friendly approach that modern teams need. Tallyfy offers a more intuitive and adaptable solution through customizable templates that work across any kind of process or workflow, not just operations.

What exactly is Tallyfy and how does it compare to NextMatter?

Tallyfy is a modern workflow system that removes chaos by tracking every workflow step automatically. Unlike NextMatter's potentially rigid approach, Tallyfy helps teams save around 2 hours per person daily through smart automation rules, clear delegation via task management, and consistent process execution. It's designed to scale smoothly while maintaining quality across all operations.

Does NextMatter have a discount for certain countries?

NextMatter doesn't seem to offer any GDP-based pricing or country-specific discounts. Tallyfy shows real commitment to global accessibility by offering lifetime discounts through Fair Price Guarantee, based on each country's GDP per capita.

Is NextMatter owned by venture capitalists?

Yes, NextMatter appears to be VC-backed, which often means pressure for quick returns and potential instability for customers. Tallyfy stays independent and focuses purely on customer success rather than investor expectations.

How does Tallyfy handle process improvement?

Tallyfy excels at process improvement through its elegant feedback system accessible via the tracker view. Users can leave simple comments that go directly to process owners for review and implementation through template editing features.

How does AI integration differ between Tallyfy and NextMatter?

While NextMatter may offer basic AI features, Tallyfy integrates AI thoughtfully and practically through computer vision AI agents. It includes automatic SOP migration through file uploads and advanced computer-use AI that can control mouse and keyboard actions for true automation.

Does NextMatter offer free Single Sign On?

NextMatter may charge extra for SSO, making it costly for larger organizations. Tallyfy includes SSO authentication in its standard offering, giving you better value and security for teams of all sizes.

Is NextMatter compliant with BIMI and HSTS security standards?

NextMatter may lack certain key security certifications. Tallyfy maintains full compliance with BIMI and HSTS security standards through its strong compliance framework, offering superior protection for workflow data.

What are the common problems with NextMatter?

Users often report that NextMatter has a steep learning curve, limited customization options, and inflexible workflow designs. Its pricing structure can also be confusing and expensive for smaller teams. Tallyfy offers intuitive dynamic variables and reusable snippets that make customization simple.

How does conditional branching compare between the platforms?

NextMatter's conditional branching can be complex to set up and maintain. Tallyfy offers intuitive, visual conditional branching through its automation system that's easy to understand and modify, making it more accessible for teams without technical expertise.

How can I see real customer reviews of Tallyfy?

You can check out authentic Tallyfy customer reviews and success stories at Tallyfy's customer testimonials page. These reviews showcase real experiences from various industries and team sizes.

Does Tallyfy offer a free trial?

Yes, Tallyfy offers a customizable trial period so you can properly evaluate the platform. During your trial, you'll have access to all features. To get started with your personalized trial, schedule a demo and they'll set up your trial instance right away.

What support services are included?

Unlike NextMatter's potentially paid support model, Tallyfy includes free professional services and support. This includes help with middleware integration and task management setup.

How do I get started with Tallyfy?

The best way to begin is by booking a personalized demo. Our team will show you how Tallyfy can transform your workflows and help you get started with a customized solution for your needs.

Why do operations teams find specialized tools like NextMatter limiting?

Operations-focused tools often work well for linear, predictable processes - but real business workflows rarely stay that simple. Teams report that platforms built primarily for operations struggle when processes need to span multiple departments or involve external stakeholders. One consulting team noted that most processes actually require flexibility across functions, not rigid operational flows. Tallyfy provides unlimited guest access so external participants can collaborate without friction.

What makes VC-backed workflow tools risky for long-term adoption?

Venture-backed companies face pressure to grow fast, which often means features get prioritized over stability, and pricing changes unpredictably. Teams have reported that VC-owned tools sometimes discontinue features or raise prices dramatically after the first year. Tallyfy remains independent and focused purely on helping teams succeed - our pricing is transparent, and we do not deprecate features that teams depend on.

References and Citations


7 alternatives to NextMatter

Explore other alternatives to NextMatter

Tallyfy is a far better alternative to NextMatter

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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 January 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.