Approval Management Software

Simplify messy approval workflows into effortless, automated processes

Track all your approval workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Procedure
Multi-Tier Purchase Approval Authority Matrix Workflow
1Supplier approval (Tier 1 - Manager Level)
2Purchase authorization (Tier 2 - Director Level)
3Vendor acknowledgement and PO confirmation
4Define approval thresholds by tier
5Assign approvers by role and backup coverage
+3 more steps
View template
Example Procedure
Client Content Approval
1Gather content requirements
2Create Draft 1
3Approve Draft 1
4Create Draft 2
5Approve Draft 2 (Client)
+10 more steps
View template
Example Procedure
Sales Proposal Creation & Approval Workflow
1Pre-proposal checklist
2Draft the proposal document
3Understand the opportunity
4Gather content and pricing
5Write and format the proposal
+2 more steps
View template
Example Procedure
Contract Review & Legal Approval Workflow
1Collect information
2Prepare quote/proposal
3Send Quote
4Proposal meeting
5Quote Variation
+4 more steps
View template
Example Procedure
Sales Discount Approval & Pricing Exception Workflow
1Submit account information
2Proposed discount amount
3Manager - review proposed discount
4Senior Manager - review proposed discount
5Discount was approved!
+6 more steps
View template
Example Procedure
Marketing Content Approval Workflow
1Review brand and content guidelines
2Create initial content draft
3Proofread and self-edit content
4Submit content for editorial review
5Conduct editorial and brand review
+10 more steps
View template

Tallyfy® is Approval Management Made Easy

Teams typically start with a small pilot - 6-20 users on one critical approval flow - then scale company-wide once they see results. We've seen teams cut approval times from a week down to 2-3 days by making bottlenecks visible and adding auto-escalation rules.

How Tallyfy speeds up approvals

From request to sign-off in three steps

1. Document

Design approval chains using templates like our purchasing approval levels template with multi-level sign-off and threshold-based routing.

2. Track

See pending approvals across all departments - identify who is holding up the process and for how long.

3. Improve

Add auto-escalation rules that bump requests to backup approvers when deadlines pass.

Are delays acceptable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Approval workflow design skills - without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls for life with our approval design experts that will get your custom flow designed the way you need it.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is approval management software?

It's software that tracks requests needing sign-off from multiple people. Instead of hunting through emails or Slack threads wondering who approved what, you get a clear trail. Think of it as a traffic cop for approvals - nothing gets lost or stuck.

What exactly is Tallyfy?

Tallyfy documents workflows and shows exactly where things stand. Teams tell us they save about 2 hours per person daily. You can assign work to people or AI, and everything runs consistently. It's built for scaling without the chaos.

Why do approval processes break down?

Email chains. Chat messages. Paper forms nobody checks. The usual suspects. People waste hours chasing approvals, deadlines slip, and there's no visibility into what's stuck. In regulated industries, the lack of documentation becomes a real problem.

How does Tallyfy actually help with approvals?

It takes messy approval chains and makes them visible. The system pings the right people when it's their turn, shows real-time status, creates audit trails automatically, and lets external approvers participate without needing accounts.

What happens without proper approval software?

Delays pile up. Documents go missing. Compliance risks grow. Teams get frustrated chasing things down. In our conversations, we hear the same story: hours wasted on email follow-ups and no clear record of who approved what.

How do conditional approvals work in Tallyfy?

Simple if-this-then-that rules. Purchases under $1000 might need one approver. Larger amounts? Multiple sign-offs. These rules run automatically - no manual routing required.

Where can I read reviews?

Check out our customer stories. Real teams sharing how they went from approval chaos to something that actually works.

Are there pricing discounts?

Yes - permanent discounts based on your country's GDP per capita. Up to 90% off for eligible businesses. These aren't temporary promos that expire.

Can I try it first?

Absolutely. Book a demo and we'll set up a custom instance configured for your approval workflows. You'll see exactly how it works before deciding.

Do you help with setup?

Free professional services included - workflow setup, template creation, team training. Get in touch and we'll figure out what you need.

How does document generation work?

You can templatize approval forms or contracts, control what's editable, and generate standardized documents automatically. Keeps things consistent without the copy-paste routine.

Can outside approvers participate?

Yes - unlimited guest access is free. External approvers just need their email address. No username, no password. They get one permanent link for all their work.

How do I get started?

Book a demo. We'll set up a custom instance and walk you through everything.

Can the same approval workflow run in multiple countries?

Definitely. One team with 35,000+ employees runs identical approval workflows across 11 countries. They started with a 6-person pilot, proved it worked, then scaled globally. Tallyfy handles multiple languages and time zones.

What does a typical pilot look like?

Most teams start small - 6 to 20 users on one critical approval flow. They track time savings and bottleneck reduction for 60-90 days, then expand. It's a prove-then-scale approach that lets you show ROI before a bigger rollout.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency

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