Start with documenting your processes on Docs or tap the power of running and tracking workflows on Pro

Companies have seen a 5x – 15x return on their investment with Tallyfy

Annually ( months free) Monthly


Document and see all your processes in one place

$ / month

Billed Annually

Contact us
  • Design playbooks, how-to's and SOP's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture


Flowcharts & Documents

Learn more

Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Enterprise? Contact us

Get more power to launch and automate processes

Launch processes to prevent errors and omissions

$ / month

Billed Annually

Contact us
  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs


Lightweight project tools

Learn more

Automate decisions and get amazing client experiences

$ / month

Billed Annually

Contact us
  • Automate decisions with rules
  • Approval workflows & smart views
  • Custom branding & controls
  • Addons like analytics & more


Workflow automation & BPM

Learn more

Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Want discounts? Buy credit

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

Non-profit? See discounts

What could you do with the time you save?

Busywork per person

1 hour



$ wasted per day


  • 10 members included

  • Unlimited

  • Unlimited

  • Unlimited

  • 5 Gb / org

  • User guide / Email

  • 10


  • 8 members included

  • Unlimited

  • Unlimited

  • Unlimited

  • Dropbox / Google Drive

  • 5 Gb / member

  • Email (Standard)

  • 8


  • 4 members included

  • Unlimited

  • Unlimited

  • Unlimited

  • All available connectors

  • 25 Gb / member

  • Email (24hr response)

  • 4


Add Ons

Only available to annual plans

Single Sign On is FREE! Security should not cost you extra.

Multiple UI languagesView supported languages – FREE on all plans!

Analytics to BI platforms like Tableau or PowerBI via Amazon Athena – $20 per member, per annum

Database Encryption At Rest – $5 per member, per annum

SOC 2 or ISO 27001 Assurance – contact us

HIPAA Compliance and BAA – contact us

Data Residency – Run in an AWS region outside our standard us-west-2 including GovCloud at $40k per annum. Perfect for specific compliance or privacy requirements you might have.

Custom Helpdesk * – lets your IT/helpdesk take over first-line support for your members.

Take Payments *

Take Digital Signatures *

Custom Serverless Functions * – to consume and handle Tallyfy events


Process Mapping. Services billed at an hourly rate. Request help or see what we offer

REST API Integration · Request help or view the docs

Anything Else? · Request help.


Annual plans · Get 12 months for the price of 10 months – 2 months free!

API usage · We meter usage to see it’s reasonable but we don’t currently enforce any limits.

* indicates that the quoted feature is on our future roadmap and not in general availability.

Modern teams Trust Tallyfy for Onboarding, Workflows, Approvals & SOP's

Assign, automate, track and train in one system. It's amazingly easy and deliciously powerful.