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
A process your team can follow without a diagram
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.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"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.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"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.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
What switching from Next Matter saves
What busywork costs your company
per week
per year
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.
Tallyfy vs. Next Matter
In Tallyfy, each step can go to a person, a group or a job title.
The alternatives
Workflow, checklist and BPM tools
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
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] "
" The processes sometimes miss to have more flexibility... mostly a process for linear processes[2] "
" Onboarding / adoption has been slow[3] "
" Capability to save the form for external users... edit mistakes... hide automation steps... printing or saving as PDF[4] "
" The platform is quite expensive... customer support response times are disappointingly slow[5] "
" Integration capabilities are limited... mobile experience is poor[6] "
" NextMatter is primarily designed for operations teams. If you need flexibility across departments, you may find the workflow structure too rigid.[7] "
" The reporting and analytics features are basic. Teams needing detailed process metrics often have to export data for analysis.[8] "
" Setting up complex conditional branching requires technical knowledge. Non-technical users struggle with advanced automation rules.[9] "
" Larger processes within the system experience significant loading lag. Integrations are complex, with scarce training material.[10] "
" 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] "
" 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] "
Expect sales calls and unpredictable costs. Hard to budget or compare.
See Tallyfy's transparent pricing insteadTallyfy 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
How Tallyfy works
Write a process down once, then improve it as your team runs it.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch 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 is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Switching from Next Matter to Tallyfy
1-2 weeks for a typical operations team
Export your procedures from Next Matter
Pick the processes you run most often to move first
Save each one as a Word or PDF file and upload it. Tallyfy's AI turns it into a template.
Connect your other apps through Zapier or the Tallyfy API
Show your team how to build and run processes in Tallyfy
Frequently Asked Questions
What is Next Matter used for?
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?
Has Next Matter raised venture capital?
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?
Which single sign-on providers does Tallyfy work with?
What security standards does Tallyfy meet?
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?
Can I read reviews from Tallyfy customers?
Does Tallyfy offer a free trial?
What support services are included?
How do I get started with Tallyfy?
Can people outside our company take part in a process?
Can we get our data out of Tallyfy?
References and Citations
- [1] Next Matter review on G2 (accessed February 2025)
- [2] Next Matter review on G2 (accessed February 2025)
- [3] Next Matter review on G2 (accessed February 2025)
- [4] Next Matter review on G2 (accessed February 2025)
- [5] Next Matter review on Capterra (accessed February 2025)
- [6] Next Matter review on TrustRadius (accessed February 2025)
- [7] Next Matter review on G2 (accessed February 2025)
- [8] Next Matter review on Capterra (accessed February 2025)
- [9] Next Matter review on G2 (accessed February 2025)
- [10] Next Matter review on SelectHub (accessed January 2025)
- [11] Next Matter review on SelectHub (accessed January 2025)
- [12] Next Matter review on Research.com (accessed January 2025)
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Explore other alternatives to Next Matter
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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.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Daizy NM Ltd.. "Next Matter" and related logos are trademarks or registered trademarks of Daizy NM Ltd.; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- • Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
- • Opinion & First-Amendment Protection. All statements constitute Tallyfy's opinion or commentary, which is protected speech when truthful and non-misleading.
- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties, express or implied, including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
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