Approval Management Software
Simplify messy approval workflows into effortless, automated processes
See Tallyfy in action
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.
Are delays acceptable?
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.
- Done: Supplier approval
- In progress: Purchase authorization
- Waiting: Vendor acknowledgement and PO confirmation
- Done: Gather requirements
- In progress: Create draft 1
- Waiting: Approve draft 1
- Done: Pre-proposal checklist
- In progress: Draft the proposal document
- Waiting: Understand the opportunity
- Done: Gather client and contract details
- In progress: Prepare quote/proposal
- Waiting: Send the quote to your client
- Done: Submit account information
- In progress: Proposed discount amount
- Waiting: Manager - review proposed discount
- Done: Review brand and content guidelines
- In progress: Create initial content draft
- Waiting: Proofread and self-edit content
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.
Where does a multi-step approval break?
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 speeds up approvals
From request to sign-off in three steps
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Request submitted | RQ Requester | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI checks policy and budget why this works | AI AI agent | 5m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Manager approves | PD P. Diaz Manager | 4h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Route to finance if over $5k | Conditional On threshold | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so approval 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.
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 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 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. Because the board makes every pending sign-off obvious, teams tell us the endless "any update on my request?" pings quiet right down. 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.