The best alternative to Next Matter

Next Matter is built for operations teams in financial services.

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Free 1:1 help from experts, for life
  • AI - Connect ChatGPT or Claude, and it can complete steps for you
Gartner Peer Insights: 4.6 out of 5

A process your team can follow without a diagram

A dense, colorful process flowchart with a giant red X over it

In Tallyfy, a process is a list of steps in plain English. Each step shows who's doing it and when it's due, and you can see where every run stands.

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 Next Matter saves

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

One tick can close a step meant for several people

A Tallyfy step can wait for every person assigned to it to mark it done.

Each person on a shared step gets their own check A step is shared by three people. One of them ticks it, and the step closes on that one tick while the other two people stay orange. Then the step sits between two others as numbered steps, 1 to 3. Each of the three people gets a green check of their own, and only then does the shared step get its check. Then the picture starts again. 1 3 2

Tallyfy vs. Next Matter

Next Matter
1 Free 1:1 support for life
2 Free single sign-on (SSO) on every paid plan
Tallyfy

In Tallyfy, each step can go to a person, a group or a job title.

vs

A Tallyfy step can be an approve or reject decision, and each answer can trigger a different next action.

AI readiness comparison

How Next Matter and Tallyfy compare on AI-native capabilities

Criterion
Next Matter
Live tracking of every running process See where every running process stands without asking anyone
AI workflow creation from plain language Describe a process in plain English, and AI drafts a template you can edit
MCP server for AI agent integration A live Model Context Protocol server for AI assistants such as ChatGPT and Claude
No training needed to complete a task People who complete tasks see what to do on each one and do it
AI works inside your process AI completes one defined step at a time inside a process you set up

Each process keeps its own activity log, which works as an audit trail. 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

  • Processes that move between departments and out to clients
  • Operations teams that run many different kinds of process
  • Buyers who want to see prices before talking to sales
  • People without a technical background who build their own processes
  • Small teams with no automation specialists

Consider Next Matter for

  • Financial services firms running complex, high-stakes operations
  • Teams already running processes in Next Matter
  • Companies needing deep ERP integrations
  • Organizations with dedicated process automation teams

Here's why people don't like Next Matter

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
- Next Matter review on G2
" The processes sometimes miss to have more flexibility... mostly a process for linear processes[2] "
- Next Matter review on G2
" Onboarding / adoption has been slow[3] "
- Next Matter review on G2
" Capability to save the form for external users... edit mistakes... hide automation steps... printing or saving as PDF[4] "
- Next Matter review on G2
" The platform is quite expensive... customer support response times are disappointingly slow[5] "
- Next Matter review on Capterra
" Integration capabilities are limited... mobile experience is poor[6] "
- Next Matter review on TrustRadius
" NextMatter is primarily designed for operations teams. If you need flexibility across departments, you may find the workflow structure too rigid.[7] "
- Next Matter review on G2
" The reporting and analytics features are basic. Teams needing detailed process metrics often have to export data for analysis.[8] "
- Next Matter review on Capterra
" Setting up complex conditional branching requires technical knowledge. Non-technical users struggle with advanced automation rules.[9] "
- Next Matter review on G2
" Larger processes within the system experience significant loading lag. Integrations are complex, with scarce training material.[10] "
- Next Matter 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.[11] "
- Next Matter 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.[12] "
- Next Matter review on Research.com
Next Matter Pricing
View official pricing
Next Matter is not transparent about their pricing

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

See Tallyfy's transparent pricing instead
* Next Matter no longer has a pricing page; its pricing link now opens a demo booking page
Pricing last verified: October 2026. Prices may have changed.

Tallyfy might not be right for you if...

  • Not built for deep ERP integrations
  • Needs middleware or the API to move data between your other systems
  • Doesn't report on business KPIs outside your processes

Start Your Free Trial

No credit card required. Set up in minutes.

How Tallyfy works

Write a process down once, then improve it as your team runs it.

Switching from Next Matter 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

Write each step in plain words, with the instructions, forms and files people need.

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

2. Track

See where every process stands, who has each task and what's late.

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

3. Improve

Add rules that send each step to the right person and set when it's due.

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 Next Matter to Tallyfy

1-2 weeks for a typical operations team

1

Export your procedures from Next Matter

2

Pick the processes you run most often 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 your other apps through Zapier or the Tallyfy API

5

Show your team how to build and run processes in Tallyfy

Our team helps you move your processes over for free.

Frequently Asked Questions

What is Next Matter used for?

Next Matter runs complex operational processes, and its site is aimed at financial services firms. It describes compliant, auditable workflows for high-stakes operations.

What is Tallyfy?

Tallyfy is workflow software that tracks every step of your processes for you. It emails people a summary of their tasks that are due soon or overdue, so nobody has to chase work along by hand.

Does Tallyfy price differently by country?

We do, through our Fair Price Guarantee. Organizations in eligible countries can apply for a discount on an annual plan, set by regional GDP per capita. Each discount is at our discretion and may not cover mid-size or large companies.

Has Next Matter raised venture capital?

Yes. Next Matter raised a $16 million Series A in 2022, led by OMERS Ventures, with BlueYard Capital and Crane Venture Partners also investing. Its website now says it is a Daizy company.

How does Tallyfy handle process improvement?

If a step is wrong or blocked, the person on it reports an issue in the task's comments, and everyone assigned to the task gets an email. The tracker view can filter for processes with open issues. Template owners read the feedback and edit the template, so the next run uses the fix.

Can AI do work in Tallyfy?

Yes. You can connect your own AI, like ChatGPT or Claude, and it can complete steps in a running process. Computer AI agents you connect can read a screen and use the mouse and keyboard like a person. Tallyfy's own AI also turns an SOP you upload, in Word or PDF, into a template.

Which single sign-on providers does Tallyfy work with?

Its single sign-on (SSO) works with Active Directory, Google, Okta, OneLogin and others.

What security standards does Tallyfy meet?

Tallyfy holds a SOC 2 Type II attestation.

Can I reuse the same text in many templates?

Yes. An admin writes a snippet once, and any member can insert it into templates or tasks. Edit the snippet and every place that uses it gets the new text. Variables do a similar job for answers: they carry what someone typed in one step into later steps.

Can a Tallyfy process take different paths?

It can. You add if-this-then-that rules to a template, and a rule can show or hide a step based on a form answer or a finished task. That way one template can cover several versions of the same process.

Can I read reviews from Tallyfy customers?

Yes, on our customers page. It quotes people who use Tallyfy at work, with their job titles and companies, and many of the quotes link to a longer case study.

Does Tallyfy offer a free trial?

It does. The trial is free for 14 days, and you don't need a credit card to start. If you need longer, we can extend it.

What support services are included?

Every paid plan includes support from our team. Ask through the help bubble in the app, or book 25-minute screen-sharing calls with an expert, as many as you need.

How do I get started with Tallyfy?

Book a demo with our team. We'll look at one of your processes with you and show you how it would run in Tallyfy.

Can people outside our company take part in a process?

Yes. Add clients or suppliers as guests. They complete their steps from a secure email link with no login, and guests are free and unlimited on every paid plan (subject to reasonable use).

Can we get our data out of Tallyfy?

Any time you like. You can export any process to a CSV file, with its tasks, form answers, comments and timestamps. The REST API lets you pull out the rest of your data.

References and Citations


7 alternatives to Next Matter

Explore other alternatives to Next Matter

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.