The best alternative to SharePoint
SharePoint holds your documents. Tallyfy turns the steps in them into tasks and tracks each one until it's done.
- Design - We invented Workflow Made Easy ®
- Tracking - Late work shows up on the tracker before anyone has to ask
- Pricing - Minimum purchase is 1 full member
- Support - Free 1:1 help from a workflow expert, for life
- AI - AI can complete a step, and its work is tracked like anyone else's
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.
Time lost finding and chasing process documents
What busywork costs your company
per week
per year
over 5 years
A request in a chat thread scrolls out of view
A request in Tallyfy is a task you give to someone, and it stays on their list while it's open.
Tallyfy vs. SharePoint
In Tallyfy, questions about a task stay in comments on that task.
The alternatives
Collaboration and productivity tools
Tallyfy can send each person one email a day that lists their tasks and anything overdue.
AI readiness comparison
How SharePoint and Tallyfy compare on AI-native capabilities
A link in an email or on an intranet page can launch a process or complete a task for a signed-in person in one click. 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 whose procedures sit in SharePoint and need to be run step by step
- Work you repeat, such as each purchase request or each new starter
- Business teams that want to edit their own processes without waiting on IT
- Steps where every person on a list must sign off
Consider SharePoint for
- Document storage and a company intranet
- Teams already using Microsoft 365 across the business
- IT departments with dedicated SharePoint administrators
Here's why people don't like SharePoint
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.
" One challenge with the software is its initial setup and learning curve. New users may find it overwhelming to navigate the features and permissions. Additionally, customization beyond the basics can require technical expertise, which might mean involving IT support for certain configurations.[1] "
" I would like more intuitive user interfaces and simplified navigation to improve the overall user experience. The absence of these in the software can significantly hinder the user experience. Users may find it challenging to locate and access the features and content they need, leading to frustration and reduced efficiency.[2] "
" I also really dislike that when I want to share a "forced copy" of a document to a client, so the client can just make his/her own copy, I am unable to do so. I dislike the administration part due to it's complexity. In large companies with lots of rules it is more difficult to organize the content in a proper manner. My only complaint in using the software is the frequency and speed of syncing, or rather lack there of. Often find syncing to be slow causing delays in remote project collaboration.[3] "
" Every time IT makes a change to SharePoint, something breaks somewhere else. The interdependencies are so confusing that nobody wants to touch the configuration anymore.[4] "
" We went from emailing updates to posting on SharePoint. Engagement dropped off a cliff. The only professionals who love SharePoint are in IT.[5] "
" The new look is horribly CLUTTERED and much of the text truncated. All my Views are now listed in a horizontal row and the names are severely truncated. In this day and age where there is so much sophistication, clutter and truncated text is the last thing users need. The new design has reduced my productivity.[6] "
" Navigation and search in SharePoint can be unintuitive. Even the devil cannot find the damn PDF. It is not easy to identify archived documents - when searching for documents, all documents show making it impossible to find what you need.[7] "
- 1 TB cloud storage per user
- Up to 300 users
- Web and mobile Office apps only
- 1 TB cloud storage per user
- Desktop, web and mobile Office apps
- Copilot included
- 1 TB cloud storage per user
- Device security and management
- Copilot included
Tallyfy might not be right for you if...
- Not built for storing files or running an intranet
- A weaker fit if you need deep Microsoft 365 integration
- Not a replacement for SharePoint if you need advanced document collaboration
How a SharePoint procedure runs in Tallyfy
Three steps from a document to tracked work
| 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 SharePoint to Tallyfy
Most teams can migrate key workflows in under 2 weeks
Pick the documents that describe work people do step by step
Save each one as a Word or PDF file and upload it; Tallyfy's AI turns it into a template
Invite your team and give each person a role: admin, standard or light
Show people where to find and finish their tasks
Keep your files in SharePoint and run the processes in Tallyfy
Frequently Asked Questions
Can Tallyfy work with Microsoft 365?
What is SharePoint used for?
What exactly is Tallyfy?
What does Tallyfy add to a written procedure?
How does Tallyfy handle process improvement?
What can AI do in Tallyfy?
How do I see where every process stands?
How can I see real customer reviews of Tallyfy?
Is setup help included?
How do I get started with Tallyfy?
What happens to work in progress when a procedure changes?
We keep our SOPs in OneNote on SharePoint. What changes with Tallyfy?
References and Citations
- [1] Microsoft SharePoint Reviews on G2 (February 2025)
- [2] Microsoft SharePoint Reviews on Capterra (February 2025)
- [3] Microsoft SharePoint User Reviews on Capterra (February 2025)
- [4] SharePoint IT dependency review, G2 (February 2025)
- [5] What Reddit Really Thinks About SharePoint (January 2025)
- [6] SharePoint Online New Lists UI Disaster, Microsoft Q&A (June 2024)
- [7] SharePoint Pros and Cons, TrustRadius (January 2025)
5 alternatives to SharePoint
Explore other alternatives to SharePoint
Airtable
Platform for building apps, workflows and AI agents on your data
- Relational databases
- Automations for repetitive tasks
- No-code app building
Bitrix24
Online workspace with CRM, tasks and online meetings
- CRM for sales teams
- Apps built from a prompt
- MCP server for AI tools
Slack Workflow Builder
Slack's built-in tool for automating tasks
- Builds workflows with AI
- No coding needed
- Connects your other tools
Microsoft Visio
Microsoft's diagramming software for flowcharts
- Templates, shapes and stencils
- Data visualization
- Accessible diagrams
Canva
Online design platform
- Canva MCP server for AI assistants
- Apps and integrations for developers
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 October 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 Microsoft Corporation. "SharePoint" and related logos are trademarks or registered trademarks of Microsoft Corporation; 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.