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

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  • 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

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Len Gilbert

Digital Prism

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

Get more power to launch and automate processes

Launch processes to prevent errors and omissions

$ / month

Billed Annually

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  • 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

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Automate decisions and get amazing client experiences

$ / month

Billed Annually

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


Workflow automation & BPM

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Tom Lewis

Cowork Inc.

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

Anh Le

Opera Theatre of St. Louis

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

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

Single Sign On – FREE for annual plans!

Multiple UI languagesView supported languages – FREE for all plans!

Analytics to any BI tool like Tableau or PowerBI – $20 per member, per annum (annual plans only)

Database encryption at rest – $5 per member, per annum (annual plans only)

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

Take payments in processes *

Take digital signatures in processes *

Write custom AWS Lambda functions to consume Tallyfy events *


Process Mapping. Services billed at an hourly rate. Request help.

Integrating with our REST API · Request help.

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.

  • Enterprise

We can cater to your requirements

Please See White Glove Service Options

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.