Accounts Payable Management Software
Turn messy processes into smooth, automated workflows
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.
Is AP chaos sustainable?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
Use this form to submit a vendor invoice for payment. Provide complete vendor and invoice details to ensure timely processing. Approval...
- Vendor Name
- Invoice Number
- Invoice Amount
- Done: Set up invoice from your template
- In progress: Fill in client
- Waiting: Gather everything that's billable
- Done: Perform their scope of work, paying for labor, equipment, material & any other costs
- In progress: Bill the General Contractor for the total cost of doing their work
- Waiting: Reviews subcontractors invoices
- Done: Submit PO request
- In progress: Review PO under $10k
- Waiting: Generate PO number
- Done: File your claim
- In progress: Select your department
- Waiting: Sales manager approval
- Done: Compare internal cash register to bank statement
- In progress: Identify unmatched transactions between records
- Waiting: Check for bank errors or recording mistakes
Tallyfy® is Accounts Payable Made Easy
Fed up of chasing approvals through email chains? Finance teams tell us the same thing: what used to take a week now needs to happen in hours. We built Tallyfy so you can run compliant, trackable AP workflows without the chaos.
An invoice approval is a chain of tasks
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
How Tallyfy streamlines accounts payable
From invoice receipt to payment approval in three steps
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Vendor invoice received | AP AP clerk | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI matches invoice to PO why this works | AI AI agent | 8m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Manager approves payment | FO F. Ortiz Manager | 6h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-route to ERP for payment | Conditional On approval | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so accounts payable management software stops being a black box.
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.
Expert skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our procurement workflow experts for life.
SCHEDULE 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.
Related Questions
What is accounts payable management software?
It's software that helps you track and pay your bills. Simple as that. Instead of juggling spreadsheets, email threads, and sticky notes, you've got one system that knows what's owed, who needs to approve it, and when it's due. Think of it as your organized friend who never forgets a deadline.
What is Tallyfy and how does it help with accounts payable?
Tallyfy tracks every step of your AP process without you lifting a finger. In our conversations, we've heard the same story over and over: people spending hours chasing approvals. With Tallyfy, invoices route automatically, reminders go out on their own, and you can see exactly where everything stands. Most users tell us they cut real time off chasing approvals each day.
Why do traditional AP systems often fail?
They're usually too complicated. People don't want to learn a whole new system just to approve an invoice. Based on feedback we've received, the biggest complaints are clunky interfaces, rigid workflows that don't match how teams actually work, and prices that make your eyes water. We built Tallyfy to be the opposite of all that.
How does Tallyfy make invoice processing easier?
Everything's visible and trackable. Approvals route automatically based on rules you set up. Got an invoice over $5,000? It can go straight to senior management. Under that? Department manager handles it. No more wondering where things are stuck.
What makes Tallyfy different from traditional AP software?
We don't just look at the money side of things. We look at the whole process. Where's the invoice? Who's got it? When's it due? Vendors can check their own payment status without logging in or calling you. And our pricing adjusts based on where you're located, which isn't something you'll find elsewhere.
Can I see customer reviews of Tallyfy?
Absolutely. Check out our customer stories to see how real businesses have fixed their AP headaches. These are genuine accounts, not marketing fluff.
Does Tallyfy offer a free trial for AP management?
We do demos where you can test your actual workflows. Schedule one here and bring your messiest AP process. We'll show you how it would work in Tallyfy.
How does Tallyfy handle vendor communication?
Vendors get a permanent link to check their payment status. They don't need to sign up for anything or remember a password. This alone cuts down on those "where's my money?" calls that drive AP teams crazy.
What happens if you don't digitize your AP process?
Look - you're probably losing 20-30% of your team's time to manual busywork. Late payment penalties add up. Early payment discounts slip through the cracks. Auditors get grumpy. Invoices get lost. And sometimes you pay the same bill twice. None of that is fun to deal with.
Does Tallyfy offer free help with AP implementation?
Yes, and we mean actually free. We'll help you set up your AP workflows, train your team, and get everything running smoothly. No hidden fees, no surprise consulting charges.
How does Tallyfy handle multi-currency AP?
You can set up different approval workflows based on currency, invoice amount, or vendor. It plugs into your accounting system too. If you're dealing with international suppliers, this stuff matters.
What security features does Tallyfy offer for AP?
Full audit trails so you can see who did what and when. Role-based access so people only see what they need to. Data encryption. Everything's traceable, which makes compliance and audits much less painful.
How does Tallyfy handle multi-level approval routing?
You set the rules and Tallyfy follows them. Invoices over $5,000 go to senior management automatically. Smaller amounts hit department managers. In our discussions with finance teams, we've seen this used for everything from loan approvals to budget allocations. Different thresholds, different approvers, zero manual routing.
Can vendors check their payment status without calling our AP team?
Yes! This is one of the features people love most. Vendors get a link they can check anytime, 24/7. No login required. The "where's my payment?" calls drop off dramatically, which frees up your AP staff to do actual work instead of playing phone tag.
How do I get started with Tallyfy for AP management?
Book a demo and we'll walk you through everything. Bring your questions, bring your current process, and we'll show you exactly how it would work.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.