The best alternative to Process Street
Tallyfy runs any process your team repeats, from onboarding to approvals, and tracks each step until the work is done.
- Design - We invented Workflow Made Easy ®
- Pricing - Minimum purchase is 1 full member
- Support - Get expert 1:1 help free, for life
- AI - A computer AI agent you connect can do a step in another app, and Tallyfy captures the results
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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!
"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.
"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.
"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.
"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.
"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.
"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.
"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!
"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.
"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.
"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.
"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 Process Street 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. Process Street
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 Process Street 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
- Teams that want to see prices before talking to sales
- People who complete their tasks on a phone as often as at a desk
- Seeing where every running process stands at a glance
- Steps routed to a job title or group, so work reaches the right person
- Approvals and handoffs that pass between several people
Consider Process Street for
- Checklists and procedure documentation
- Compliance teams that keep policies and documents next to their checklists
- Teams that want a large library of ready-made templates
- Teams that want a Slack app for their checklists
Here's why people don't like Process Street
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.
" It has been a frustrating experience. Difficult to use, not intuitive, and too complex for our needs. We ultimately abandoned it.[1] "
" The user interface is clunky and outdated. Difficult to navigate and find what you need.[2] "
" Not user-friendly. Steep learning curve. Not intuitive.[3] "
" The reporting features are limited. Difficult to extract meaningful data to track progress and identify areas for improvement.[4] "
" The customer support is lacking. Slow response times and unhelpful solutions.[5] "
" The mobile app is not good. Limited functionality and a poor user experience.[6] "
" Integrations with other tools are limited, making it difficult to connect with our existing tech stack.[7] "
" The software can be glitchy at times. Experienced unexpected errors and crashes that disrupted our workflows.[8] "
" Pricing structure is confusing and gets expensive quickly. Hidden costs for features that should be standard.[9] "
" If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.[10] "
" They deleted the free plan and rose the pro plan from 30 USD per month to 415 USD (+1200%). After investing hundreds of hours, this feels like customer exploitation.[11] "
" Not being able to talk with a live tech support person to resolve questions. Doing it through a chat window is time consuming and a number of times I had to figure it out myself.[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...
- Built for running procedures more than for storing documentation
- Cloud only, with no on-premise version
- Our library of ready-made templates is smaller than Process Street's
Running a process in Tallyfy
You choose who does each step and when it's due
| 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 Process Street to Tallyfy
Most teams switch in 1-2 weeks
Automated Migration Tool Available
We provide an open-source migration script specifically for Process Street users.
View Process Street Migrator on GitHubExport your procedures from Process Street
Save each one as a Word or PDF file and upload it; Tallyfy's AI turns it into a template
Rebuild your conditional logic as Tallyfy rules
Set deadlines, and choose who does each step
Add clients or suppliers to their steps as free guests
Move active runs over, or finish them in Process Street first
Frequently Asked Questions
What is Process Street used for?
Process Street calls itself a compliance operations platform. It sells three products: Docs for documents and policies, Ops for workflows, and Cora, an AI agent for compliance and risk.
What is Tallyfy?
Tallyfy is workflow software for the processes your team repeats. You build a template once and launch a separate process from it each time, and Tallyfy reminds people when their steps are due.
Does Tallyfy price differently by country?
It can. Organizations in eligible countries can apply for our Fair Price Guarantee, a discount on annual plans set by regional GDP per capita. We review each application, and the discount may not apply to mid-size or large companies.
Is Process Street backed by venture capital?
Yes. Accel led Process Street's $12 million Series A in 2020, and Atlassian and Salesforce Ventures also invested.
Does Process Street offer single sign-on on every plan?
No, only on Enterprise. Process Street's pricing table shows SAML single sign-on on its Enterprise plan and not on Startup or Pro.
Which security standards does Tallyfy meet?
We hold a current SOC 2 Type 2 attestation. Tallyfy also supports BIMI, which puts our verified logo next to real Tallyfy emails, and HSTS, which makes browsers use an encrypted connection to us every time.
How does Tallyfy handle process improvement?
People flag problems on the task they're working on, and everyone assigned to that task hears about it. Ideas for the template go in as comments on its steps. Whoever looks after the template reads them and changes it for the next process.
How does AI integration compare between Process Street and Tallyfy?
Tallyfy has an MCP server, so an assistant such as ChatGPT or Claude can launch a process or find a task when you ask in plain English. Process Street offers Process AI and Cora, its compliance agent.
Can Process Street update workflows that are already running?
Yes. When you publish changes to a workflow, Process Street lets you push them to every active run at once, or update runs one at a time.
Where can I read reviews from Tallyfy customers?
On our customer stories page. Each quote there carries the person's name, job title and company, and many link to a full case study.
Does Tallyfy offer a free trial?
Yes, for 14 days, and you can start without a credit card.
How does support compare between Process Street and Tallyfy?
Every Tallyfy customer gets 1:1 onboarding and support calls with our team. Process Street includes email and chat support on every plan, and adds a dedicated success manager and priority support on Pro and Enterprise.
How can I get started with Tallyfy?
Book a demo. We'll show you Tallyfy running a process like one of yours and set up a trial for your team.
How does Process Street pricing compare for larger teams?
Tallyfy's per-seat rates are on our pricing page, and light seats for people who only complete tasks cost less than full seats. Process Street lists all three of its plans as Contact sales, so a price for a larger team has to come from its sales team.
What happens to running processes when I edit a template?
Nothing. Template edits apply only to processes launched after you save, so work that's already under way keeps the steps it started with.
Does Process Street have conditional logic?
Yes. Every Process Street plan includes it.
References and Citations
- [1] Process Street review on G2 (accessed February 2025)
- [2] Process Street review on G2 (accessed February 2025)
- [3] Process Street review on G2 (accessed February 2025)
- [4] Process Street review on G2 (accessed February 2025)
- [5] Process Street review on G2 (accessed February 2025)
- [6] Process Street review on G2 (accessed February 2025)
- [7] Process Street review on G2 (accessed February 2025)
- [8] Process Street review on Capterra (accessed February 2025)
- [9] Process Street review on TrustRadius (accessed February 2025)
- [10] Process Street review on Capterra (accessed January 2025)
- [11] Process Street review on TrustRadius (accessed January 2025)
- [12] Process Street review on Capterra (accessed January 2025)
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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 Process Street, Inc.. "Process Street" and related logos are trademarks or registered trademarks of Process Street, Inc.; 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.
- • Overall Website Terms. Your use of this website is subject to our terms and conditions.